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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
Wealthstar Advisors
Texas
$216K – – –
VCM
1977
Versant Capital Management
Arizona
$216K +$184K +2,564 +682%
BAM
1978
Beaumont Asset Management
Texas
$216K +$2.87K +40 +1%
CF
1979
Clarity Financial
Texas
$215K +$211K +2,932 New
VCM
1980
Violich Capital Management
California
$214K – – –
SFP
1981
Strategic Financial Partners
Oregon
$214K – – –
GGI
1982
Godsey & Gibb Inc
Virginia
$213K – – –
LMKC
1983
L.M. Kohn & Company
Ohio
$213K -$144K -2,004 -41%
GPW
1984
Gray Private Wealth
Massachusetts
$213K +$208K +2,900 New
FAM
1985
Flaharty Asset Management
Florida
$212K – – –
LWM
1986
Luminvest Wealth Management
Arizona
$211K – – –
CAM
1987
Creekmur Asset Management
Illinois
$211K -$93.9K -1,308 -31%
MBTD
1988
Mechanics Bank - Trust Department
California
$211K -$28.7K -400 -12%
MWP
1989
MYCIO Wealth Partners
Pennsylvania
$211K +$287 +4 +0.1%
CPA
1990
Cardiff Park Advisors
California
$210K +$55.4K +772 +37%
PFW
1991
Petros Family Wealth
Minnesota
$210K -$149K -2,076 -42%
CFSG
1992
Clark Financial Services Group
Missouri
$210K +$205K +2,856 New
NWMG
1993
Nicholson Wealth Management Group
South Carolina
$210K +$205K +2,856 New
SB
1994
Sunflower Bank
Texas
$209K +$205K +2,848 New
BAM
1995
Byrne Asset Management
New Jersey
$209K -$13.5K -188 -6%
NCM
1996
Narwhal Capital Management
Georgia
$208K +$204K +2,836 New
SPC
1997
Spirepoint Private Client
Florida
$208K +$203K +2,832 New
CCG
1998
Catalina Capital Group
California
$208K +$203K +2,828 New
CVA
1999
Central Valley Advisors
California
$208K +$203K +2,828 New
SFG
2000
Sather Financial Group
Texas
$208K +$203K +2,828 New
78 79
80
81 82