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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1976
Northside Capital Management
Oregon
$334K +$310 +4 +0.1%
KW
1977
KWB Wealth
California
$334K -$620 -8 -0.2%
PWM
1978
Penobscot Wealth Management
Maine
$333K -$17.1K -220 -5%
FFA
1979
Fragasso Financial Advisors
Pennsylvania
$333K -$2.95K -38 -0.9%
MC
1980
Miramar Capital
Illinois
$332K -$19.1K -247 -6%
SWG
1981
Summit Wealth Group
Vermont
$332K -$36.4K -470 -10%
AWM
1982
Aureum Wealth Management
Florida
$332K +$20.5K +264 +7%
PWP
1983
Perfromance Wealth Partners
Illinois
$331K +$1.63K +21 +0.5%
MFF
1984
Michels Family Financial
Texas
$331K -$12.6K -162 -4%
MM
1985
Morangie Management
Florida
$331K +$318K +4,104 New
RM
1986
RCW Management
Florida
$330K – – –
AIS
1987
Advocate Investing Services
Maryland
$330K +$8.68K +112 +3%
CAP
1988
Columbia Advisory Partners
Washington
$330K -$74.8K -965 -19%
TAP
1989
Tounjian Advisory Partners
Florida
$330K +$33.2K +428 +12%
PCA
1990
Providence Capital Advisors
North Carolina
$329K – – –
MPPLM
1991
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$329K -$9.77K -126 -3%
GWM
1992
GK Wealth Management
Nevada
$328K +$316K +4,075 New
MTI
1993
Merrithew & Thorsten Inc
California
$328K – – –
TGAM
1994
TBH Global Asset Management
Tennessee
$327K -$21.2K -274 -6%
PIA
1995
Polaris Investment Advisors
Massachusetts
$326K -$147K -1,900 -32%
5NPW
1996
55 North Private Wealth
Florida
$326K -$135K -1,742 -30%
AFTS
1997
American Financial & Tax Strategies
New York
$325K – – –
APW
1998
Acima Private Wealth
Virginia
$325K – – –
AA
1999
Auctus Advisors
North Carolina
$325K – – –
PA
2000
Powerhouse Assets
Massachusetts
$324K +$233 +3 +0.1%