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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2026
Pathway Financial Advisers
Indiana
$243K +$251K +927 New
MCM
2027
Mattern Capital Management
Colorado
$243K -$367K -1,357 -59%
CA
2028
Carson Advisory
Georgia
$243K – – –
PMG
2029
Private Management Group
California
$242K -$27.1K -100 -10%
JEST
2030
JTC Employer Solutions Trustee
Jersey
$242K – – –
AC
2031
Anson Capital
Georgia
$242K – – –
ARA
2032
Approach Retirement Advisors
Alabama
$242K +$812 +3 +0.3%
CWM
2033
Cherrydale Wealth Management
New Jersey
$241K – – –
CL
2034
CVFG LLC
Indiana
$241K +$249K +920 New
RWM
2035
RMG Wealth Management
Wisconsin
$241K +$226K +835 New
MWM
2036
McCartney Wealth Management
Missouri
$241K +$541 +2 +0.2%
SP
2037
Stonebrook Private
Michigan
$240K -$2.17K -8 -0.9%
RA
2038
RoundAngle Advisors
New Jersey
$240K -$4.87K -18 -2%
NRWA
2039
North Ridge Wealth Advisors
Oregon
$240K – – –
CCWM
2040
Correct Capital Wealth Management
Missouri
$239K – – –
RWM
2041
Raffa Wealth Management
District of Columbia
$239K -$1.62K -6 -0.7%
FMI
2042
F/M Investments
District of Columbia
$239K +$247K +911 New
AWM
2043
AAF Wealth Management
Massachusetts
$239K -$6.22K -23 -2%
RCS
2044
Retirement Capital Strategies
California
$238K – – –
CCMG
2045
Clark Capital Management Group
Pennsylvania
$237K +$245K +905 New
FBB
2046
Fulton Breakefield Broenniman
Maryland
$237K -$1.35K -5 -0.6%
ACM
2047
Andina Capital Management
Utah
$237K -$129K -477 -35%
APW
2048
Aurora Private Wealth
New Jersey
$236K – – –
SGCA
2049
Steel Grove Capital Advisors
Tennessee
$236K -$20.8K -77 -8%
PCM
2050
Park Capital Management
Wisconsin
$235K – – –
80 81
82
83 84