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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HH
1976
HWG Holdings
Texas
– -$93.5K -1,544 Closed
LIA
1977
Lynx Investment Advisory
District of Columbia
– -$92K -1,520 Closed
IC
1978
Innealta Capital
Texas
– -$58.1K -960 Closed
UWS
1979
Unique Wealth Strategies
Illinois
– -$52K -832 Closed
GA
1980
GoalVest Advisory
New York
– -$43.7K -724 Closed
GA
1981
GFS Advisors
Texas
– -$2.27M -600 Closed
OCM
1982
Orion Capital Management
California
– -$34.6K -572 Closed
RFG
1983
RFP Financial Group
Georgia
– -$34.1K -564 Closed
TRCT
1984
Tower Research Capital (TRC)
New York
– -$25.7K -424 Closed
EK
1985
Evensky & Katz
Florida
– -$24K -400 Closed
HT
1986
Headlands Technologies
Illinois
– -$24.2K -400 Closed
KHC
1987
Koesten Hirschmann & Crabtree
Kansas
– -$18.7K -300 Closed
SP
1988
SWS Partners
Ohio
– -$13.1K -216 Closed
TJHA
1989
Thomas J. Herzfeld Advisors
Florida
– -$12.6K -208 Closed
TCPW
1990
Twin City Private Wealth
North Carolina
– -$3.65K -60 Closed
WBC
1991
West Branch Capital
Massachusetts
– -$2.42K -40 Closed
CAM
1992
Chesapeake Asset Management
New York
– -$2.18K -36 Closed
FWA
1993
FSC Wealth Advisors
New York
– -$1.45K -24 Closed
TWP
1994
Triad Wealth Partners
Kansas
– -$242 -4 Closed