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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1926
Mattern Capital Management
Colorado
$215K +$202K +3,080 New
CFS
1927
Compass Financial Services
Iowa
$215K +$37.5K +572 +23%
ONSWM
1928
Old North State Wealth Management
North Carolina
$215K +$201K +3,068 New
BIM
1929
Baldwin Investment Management
Pennsylvania
$215K +$202K +3,072 New
IA
1930
Insight Advisors
Pennsylvania
$215K +$201K +3,068 New
WCM
1931
Wallace Capital Management
Texas
$214K -$38.3K -584 -16%
NF
1932
NavPoint Financial
Minnesota
$213K +$200K +3,048 New
OCM
1933
Orser Capital Management
Texas
$213K +$200K +3,040 New
TA
1934
TKG Advisors
Indiana
$213K +$200K +3,040 New
GWA
1935
Gutierrez Wealth Advisory
Arkansas
$213K +$200K +3,040 New
WFA
1936
Websterrogers Financial Advisors
South Carolina
$212K -$4.73K -72 -2%
KFI
1937
Key Financial Inc
Pennsylvania
$212K +$9.98K +152 +5%
BAM
1938
Byrne Asset Management
New Jersey
$212K +$199K +3,028 New
TIM
1939
Tortoise Investment Management
New York
$212K – – –
HWA
1940
HHM Wealth Advisors
Tennessee
$211K – – –
AA
1941
Auxano Advisors
Washington
$211K +$198K +3,012 New
SCA
1942
Southern Capital Advisors
Tennessee
$211K +$198K +3,012 New
BLC
1943
Brown, Lisle/Cummings
Rhode Island
$210K – – –
ESBC
1944
E.S. Barr & Co
Kentucky
$210K +$197K +3,000 New
FA
1945
Fedenia Advisers
Wisconsin
$209K +$196K +2,984 New
KF
1946
KKM Financial
Illinois
$207K +$194K +2,960 New
WA
1947
Wealthstar Advisors
Texas
$206K +$193K +2,944 New
CG
1948
Cynosure Group
Utah
$206K +$193K +2,944 New
CCM
1949
Cobler Capital Management
Kansas
$205K +$400K +6,088 New
LL
1950
LPWM LLC
Minnesota
$205K +$192K +2,932 New
76 77
78
79 80