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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
1951
LPWM LLC
Minnesota
$205K +$192K +2,932 New
VCM
1952
Violich Capital Management
California
$204K +$192K +2,920 New
SFP
1953
Strategic Financial Partners
Oregon
$204K +$191K +2,916 New
GGI
1954
Godsey & Gibb Inc
Virginia
$203K – – –
RFA
1955
ROI Financial Advisors
Oregon
$203K -$23.9K -364 -11%
LWM
1956
Luminvest Wealth Management
Arizona
$203K +$189K +2,876 New
LWA
1957
Lantern Wealth Advisors
New York
$203K +$190K +2,896 New
BAM
1958
Beaumont Asset Management
Texas
$203K +$190K +2,896 New
FAM
1959
Flaharty Asset Management
Florida
$202K – – –
CCM
1960
Canal Capital Management
Virginia
$201K +$189K +2,872 New
MWP
1961
MYCIO Wealth Partners
Pennsylvania
$200K +$54.9K +836 +41%
EA
1962
Evergreen Advisors
Tennessee
$200K +$188K +2,864 New
ANBT
1963
American National Bank & Trust
Texas
$199K -$20K -304 -10%
RF
1964
Rossby Financial
Florida
$199K -$5.78K -88 -3%
RIL
1965
Rothschild Investment LLC
Illinois
$196K – – –
RCM
1966
Richardson Capital Management
Wisconsin
$194K – – –
OWA
1967
Opal Wealth Advisors
New York
$189K -$120K -1,832 -40%
RA
1968
Rise Advisors
New York
$185K – – –
MFA
1969
Morling Financial Advisors
California
$182K – – –
CMBA
1970
C.M. Bidwell & Associates
Hawaii
$182K -$7.35K -112 -4%
1L
1971
10Elms LLP
Oklahoma
$179K – – –
PGAM
1972
Princeton Global Asset Management
New Jersey
$177K – – –
TF
1973
Tompkins Financial
New York
$177K +$44.4K +676 +37%
PPC
1974
Park Place Capital
Alabama
$175K +$40.7K +620 +33%
SS
1975
Sunbelt Securities
Texas
$174K +$27K +412 +19%
77 78
79
80 81