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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1976
DAGCO Inc
Ohio
$171K – – –
GBA
1977
Garrison Bradford & Associates
New York
$168K – – –
SC
1978
Solstein Capital
California
$166K +$14.4K +220 +10%
GTAM
1979
Global Trust Asset Management
Florida
$165K +$17.9K +272 +13%
HFS
1980
Hantz Financial Services
Michigan
$164K +$9.71K +148 +7%
CYG
1981
Clean Yield Group
Vermont
$159K – – –
PP
1982
PrairieView Partners
Minnesota
$158K – – –
T
1983
Transce3nd
Texas
$151K -$2.36K -36 -2%
CPA
1984
Cardiff Park Advisors
California
$146K – – –
NMG
1985
New Millennium Group
Utah
$145K -$16.5K -252 -11%
BIM
1986
Breakwater Investment Management
Washington
$144K -$12.6K -192 -9%
RFA
1987
Reyes Financial Architecture
California
$144K – – –
RFS
1988
Richardson Financial Services
Massachusetts
$139K +$4.99K +76 +4%
IFS
1989
Intelligent Financial Strategies
Minnesota
$139K -$3.94K -60 -3%
FWM
1990
FSA Wealth Management
Massachusetts
$137K – – –
MLA
1991
MB, Levis & Associates
Pennsylvania
$136K -$3.68K -56 -3%
SS
1992
SBI Securities
Japan
$133K – – –
ZBNA
1993
Zions Bancorporation, National Association
Utah
$132K – – –
FM
1994
Family Management
New York
$131K -$61.2K -932 -33%
FC
1995
Family CFO
California
$131K – – –
DF
1996
DecisionPoint Financial
Arizona
$130K -$4.99K -76 -4%
MM
1997
Main Management
California
$128K -$91.4K -1,392 -43%
PSFG
1998
Park Square Financial Group
Georgia
$127K +$105K +1,600 +741%
IWM
1999
IMG Wealth Management
Florida
$126K -$9.45K -144 -7%
SIP
2000
Sellwood Investment Partners
Oregon
$125K +$118K +1,792 New
78 79
80
81 82