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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1976
Hollencrest Capital Management
California
$105K -$34.9K -520 -24%
MA
1977
MCF Advisors
Kentucky
$104K +$5.1K +76 +5%
BCM
1978
Birch Capital Management
Texas
$101K -$36.8K -548 -26%
PWM
1979
Provident Wealth Management
Tennessee
$96.7K – – –
PP
1980
Pacifica Partners
Canada
$96.2K +$268 +4 +0.3%
LWANC
1981
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.1K – – –
NRG
1982
Nemes Rush Group
Michigan
$88.7K +$1.88K +28 +2%
PWM
1983
Proathlete Wealth Management
Florida
$88.4K +$91.8K +1,368 New
CFO
1984
CVA Family Office
Colorado
$87.6K +$268 +4 +0.3%
AT
1985
Arlington Trust
Alabama
$87.4K +$62.5K +932 +222%
MCA
1986
Maryland Capital Advisors
Maryland
$81.7K – – –
CB
1987
Centennial Bank
Arkansas
$81.5K – – –
AWM
1988
Abound Wealth Management
Tennessee
$80.7K -$22.5K -336 -21%
FCMT
1989
Founders Capital Management (Texas)
Texas
$78.4K – – –
CWP
1990
Concord Wealth Partners
Virginia
$78K +$537 +8 +0.7%
SC
1991
Swan Capital
Florida
$78K +$6.98K +104 +9%
LCOV
1992
London Company of Virginia
Virginia
$76.3K -$115K -1,720 -59%
WPA
1993
Wealth Preservation Advisors
Tennessee
$75.5K +$78.4K +1,168 New
PC
1994
Promus Capital
Illinois
$73.4K – – –
KFP
1995
Keener Financial Planning
Texas
$73K – – –
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$72.9K -$16.9K -252 -18%
BTD
1997
BankPlus Trust Department
Mississippi
$71.1K – – –
GWSG
1998
GPS Wealth Strategies Group
Colorado
$69.4K +$268 +4 +0.4%
KA
1999
Kozak & Associates
Colorado
$68.3K +$3.49K +52 +5%
MFC
2000
Morris Financial Concepts
South Carolina
$65.4K – – –
78 79
80
81 82