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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
1976
Michels Family Financial
Texas
$331K -$12.6K -162 -4%
MM
1977
Morangie Management
Florida
$331K +$318K +4,104 New
RM
1978
RCW Management
Florida
$330K – – –
AIS
1979
Advocate Investing Services
Maryland
$330K +$8.68K +112 +3%
CAP
1980
Columbia Advisory Partners
Washington
$330K -$74.8K -965 -19%
TAP
1981
Tounjian Advisory Partners
Florida
$330K +$33.2K +428 +12%
PCA
1982
Providence Capital Advisors
North Carolina
$329K – – –
MPPLM
1983
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$329K -$9.77K -126 -3%
GWM
1984
GK Wealth Management
Nevada
$328K +$316K +4,075 New
MTI
1985
Merrithew & Thorsten Inc
California
$328K – – –
TGAM
1986
TBH Global Asset Management
Tennessee
$327K -$21.2K -274 -6%
PIA
1987
Polaris Investment Advisors
Massachusetts
$326K -$147K -1,900 -32%
5NPW
1988
55 North Private Wealth
Florida
$326K -$135K -1,742 -30%
AFTS
1989
American Financial & Tax Strategies
New York
$325K – – –
APW
1990
Acima Private Wealth
Virginia
$325K – – –
AA
1991
Auctus Advisors
North Carolina
$325K – – –
PA
1992
Powerhouse Assets
Massachusetts
$324K +$233 +3 +0.1%
MWML
1993
M Wealth Management LLC
California
$324K +$1.08K +14 +0.3%
HWA
1994
HHM Wealth Advisors
Tennessee
$324K +$63.6K +821 +26%
OPA
1995
Old Port Advisors
Maine
$323K -$3.88K -50 -1%
GWS
1996
Glassman Wealth Services
Virginia
$322K +$310 +4 +0.1%
CAAM
1997
Cornerstone Advisors Asset Management
Pennsylvania
$322K – – –
CPWM
1998
Cypress Point Wealth Management
Texas
$322K – – –
CMP
1999
Courage Miller Partners
Virginia
$322K – – –
AWM
2000
Accurate Wealth Management
Florida
$321K +$307K +3,962 New
78 79
80
81 82