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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2026
Anson Capital
Georgia
$238K – – –
CWM
2027
Cherrydale Wealth Management
New Jersey
$238K -$1.07M -4,191 -82%
ASBI
2028
American State Bank (Iowa)
Iowa
$238K +$236K +921 New
ARA
2029
Approach Retirement Advisors
Alabama
$237K +$236K +920 New
CWM
2030
Collaborative Wealth Management
Florida
$237K +$235K +919 New
RWM
2031
Raffa Wealth Management
District of Columbia
$237K +$1.54K +6 +0.7%
MWM
2032
McCartney Wealth Management
Missouri
$236K +$235K +917 New
NRWA
2033
North Ridge Wealth Advisors
Oregon
$236K – – –
APW
2034
Aurora Private Wealth
New Jersey
$236K +$235K +916 New
CCWM
2035
Correct Capital Wealth Management
Missouri
$236K – – –
YWM
2036
Yukon Wealth Management
Kansas
$235K – – –
FBB
2037
Fulton Breakefield Broenniman
Maryland
$234K +$233K +908 New
RCS
2038
Retirement Capital Strategies
California
$234K – – –
CSC
2039
Caldwell Sutter Capital
California
$233K +$769 +3 +0.3%
AIM
2040
Alhambra Investment Management
Florida
$232K -$1.28K -5 -0.6%
PCM
2041
Park Capital Management
Wisconsin
$232K -$769 -3 -0.3%
EA
2042
Evergreen Advisors
Tennessee
$231K +$229K +895 New
LWA
2043
LifeGoal Wealth Advisors
New York
$230K – – –
CSA
2044
Cottage Street Advisors
Massachusetts
$230K +$1.54K +6 +0.7%
BWL
2045
Beacon Wealthcare LLC
North Carolina
$229K -$3.33K -13 -1%
TF
2046
Trek Financial
Arizona
$228K +$226K +883 New
RIS
2047
Retirement Income Solutions
Michigan
$227K – – –
CB
2048
Community Bank
New York
$226K +$15.9K +62 +8%
DAS
2049
Daybright Advisory Services
Florida
$225K +$224K +874 New
NA
2050
Nottingham Advisors
New York
$225K – – –
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