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Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
2026
Csenge Advisory Group
Florida
$247K -$11.9K -44 -4%
BPW
2027
BlueDoor Private Wealth
Massachusetts
$245K +$254K +937 New
FGC
2028
First Growth Capital
Maryland
$244K – – –
MC
2029
Matisse Capital
Oregon
$243K – – –
PFG
2030
Prospect Financial Group
Virginia
$243K – – –
PFA
2031
Pathway Financial Advisers
Indiana
$243K +$251K +927 New
MCM
2032
Mattern Capital Management
Colorado
$243K -$367K -1,357 -59%
CA
2033
Carson Advisory
Georgia
$243K – – –
PMG
2034
Private Management Group
California
$242K -$27.1K -100 -10%
JEST
2035
JTC Employer Solutions Trustee
Jersey
$242K – – –
AC
2036
Anson Capital
Georgia
$242K – – –
ARA
2037
Approach Retirement Advisors
Alabama
$242K +$812 +3 +0.3%
CWM
2038
Cherrydale Wealth Management
New Jersey
$241K – – –
CL
2039
CVFG LLC
Indiana
$241K +$249K +920 New
RWM
2040
RMG Wealth Management
Wisconsin
$241K +$226K +835 New
MWM
2041
McCartney Wealth Management
Missouri
$241K +$541 +2 +0.2%
SP
2042
Stonebrook Private
Michigan
$240K -$2.17K -8 -0.9%
RA
2043
RoundAngle Advisors
New Jersey
$240K -$4.87K -18 -2%
NRWA
2044
North Ridge Wealth Advisors
Oregon
$240K – – –
CCWM
2045
Correct Capital Wealth Management
Missouri
$239K – – –
RWM
2046
Raffa Wealth Management
District of Columbia
$239K -$1.62K -6 -0.7%
FMI
2047
F/M Investments
District of Columbia
$239K +$247K +911 New
AWM
2048
AAF Wealth Management
Massachusetts
$239K -$6.22K -23 -2%
RCS
2049
Retirement Capital Strategies
California
$238K – – –
CCMG
2050
Clark Capital Management Group
Pennsylvania
$237K +$245K +905 New
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