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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
1976
Decker Retirement Planning
Utah
$101K +$104K +1,528 New
PWM
1977
Provident Wealth Management
Tennessee
$98.8K -$543 -8 -0.5%
FP
1978
Financial Perspectives
Minnesota
$96.2K +$5.43K +80 +6%
LWANC
1979
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K -$2.17K -32 -2%
UFAC
1980
Urban Financial Advisory Corp
Illinois
$94K – – –
RDFA
1981
Ritter Daniher Financial Advisory
Ohio
$91.1K +$46.2K +680 +97%
CFO
1982
CVA Family Office
Colorado
$89.3K +$54.9K +808 +149%
NRG
1983
Nemes Rush Group
Michigan
$88.7K -$5.7K -84 -6%
MCA
1984
Maryland Capital Advisors
Maryland
$83.5K – – –
CB
1985
Centennial Bank
Arkansas
$83.2K – – –
EPW
1986
Evergreen Private Wealth
Colorado
$80.3K – – –
FCMT
1987
Founders Capital Management (Texas)
Texas
$80K – – –
CWP
1988
Concord Wealth Partners
Virginia
$79.3K +$272 +4 +0.3%
HGERS
1989
Householder Group Estate & Retirement Specialist
Arizona
$78K -$103K -1,516 -56%
PC
1990
Promus Capital
Illinois
$75K +$77.1K +1,136 New
KFP
1991
Keener Financial Planning
Texas
$74K – – –
SC
1992
Swan Capital
Florida
$73K +$272 +4 +0.4%
BTD
1993
BankPlus Trust Department
Mississippi
$72.6K +$74.7K +1,100 New
GWSG
1994
GPS Wealth Strategies Group
Colorado
$70.6K -$4.07K -60 -5%
KA
1995
Kozak & Associates
Colorado
$70.6K – – –
SCM
1996
Sterling Capital Management
North Carolina
$69.2K -$4.34K -64 -6%
AWM
1997
Atticus Wealth Management
Florida
$68K +$272 +4 +0.4%
MFC
1998
Morris Financial Concepts
South Carolina
$66.8K -$7.6K -112 -10%
AAG
1999
Armstrong Advisory Group
Massachusetts
$65K +$35.3K +520 +112%
SA
2000
SRH Advisors
Kansas
$64.7K – – –
78 79
80
81 82