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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Carret Asset Management
New York
$216K +$202K +3,084 New
MCM
1927
Mattern Capital Management
Colorado
$215K +$202K +3,080 New
CFS
1928
Compass Financial Services
Iowa
$215K +$37.5K +572 +23%
ONSWM
1929
Old North State Wealth Management
North Carolina
$215K +$201K +3,068 New
BIM
1930
Baldwin Investment Management
Pennsylvania
$215K +$202K +3,072 New
IA
1931
Insight Advisors
Pennsylvania
$215K +$201K +3,068 New
WCM
1932
Wallace Capital Management
Texas
$214K -$38.3K -584 -16%
NF
1933
NavPoint Financial
Minnesota
$213K +$200K +3,048 New
OCM
1934
Orser Capital Management
Texas
$213K +$200K +3,040 New
TA
1935
TKG Advisors
Indiana
$213K +$200K +3,040 New
GWA
1936
Gutierrez Wealth Advisory
Arkansas
$213K +$200K +3,040 New
WFA
1937
Websterrogers Financial Advisors
South Carolina
$212K -$4.73K -72 -2%
KFI
1938
Key Financial Inc
Pennsylvania
$212K +$9.98K +152 +5%
BAM
1939
Byrne Asset Management
New Jersey
$212K +$199K +3,028 New
TIM
1940
Tortoise Investment Management
New York
$212K – – –
HWA
1941
HHM Wealth Advisors
Tennessee
$211K – – –
AA
1942
Auxano Advisors
Washington
$211K +$198K +3,012 New
SCA
1943
Southern Capital Advisors
Tennessee
$211K +$198K +3,012 New
BLC
1944
Brown, Lisle/Cummings
Rhode Island
$210K – – –
ESBC
1945
E.S. Barr & Co
Kentucky
$210K +$197K +3,000 New
FA
1946
Fedenia Advisers
Wisconsin
$209K +$196K +2,984 New
KF
1947
KKM Financial
Illinois
$207K +$194K +2,960 New
WA
1948
Wealthstar Advisors
Texas
$206K +$193K +2,944 New
CG
1949
Cynosure Group
Utah
$206K +$193K +2,944 New
CCM
1950
Cobler Capital Management
Kansas
$205K +$400K +6,088 New
76 77
78
79 80