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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1976
Broadwater Capital
Massachusetts
$107K – – –
VBA
1977
von Borstel & Associates
Oregon
$106K +$110K +1,640 New
HCM
1978
Hollencrest Capital Management
California
$105K -$34.9K -520 -24%
MCF Advisors
1979
MCF Advisors
Kentucky
$104K +$5.1K +76 +5%
BCM
1980
Birch Capital Management
Texas
$101K -$36.8K -548 -26%
PWM
1981
Provident Wealth Management
Tennessee
$96.7K – – –
PP
1982
Pacifica Partners
Canada
$96.2K +$268 +4 +0.3%
LWANC
1983
Laurel Wealth Advisors (North Carolina)
North Carolina
$92.1K – – –
NRG
1984
Nemes Rush Group
Michigan
$88.7K +$1.88K +28 +2%
PWM
1985
Proathlete Wealth Management
Florida
$88.4K +$91.8K +1,368 New
CFO
1986
CVA Family Office
Colorado
$87.6K +$268 +4 +0.3%
AT
1987
Arlington Trust
Alabama
$87.4K +$62.5K +932 +222%
MCA
1988
Maryland Capital Advisors
Maryland
$81.7K – – –
CB
1989
Centennial Bank
Arkansas
$81.5K – – –
AWM
1990
Abound Wealth Management
Tennessee
$80.7K -$22.5K -336 -21%
FCMT
1991
Founders Capital Management (Texas)
Texas
$78.4K – – –
CWP
1992
Concord Wealth Partners
Virginia
$78K +$537 +8 +0.7%
SC
1993
Swan Capital
Florida
$78K +$6.98K +104 +9%
London Company of Virginia
1994
London Company of Virginia
Virginia
$76.3K -$115K -1,720 -59%
WPA
1995
Wealth Preservation Advisors
Tennessee
$75.5K +$78.4K +1,168 New
PC
1996
Promus Capital
Illinois
$73.4K – – –
KFP
1997
Keener Financial Planning
Texas
$73K – – –
RDFA
1998
Ritter Daniher Financial Advisory
Ohio
$72.9K -$16.9K -252 -18%
BTD
1999
BankPlus Trust Department
Mississippi
$71.1K – – –
GWSG
2000
GPS Wealth Strategies Group
Colorado
$69.4K +$268 +4 +0.4%