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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Beaumont Asset Management
Texas
$216K +$2.87K +40 +1%
CF
1977
Clarity Financial
Texas
$215K +$211K +2,932 New
VCM
1978
Violich Capital Management
California
$214K – – –
SFP
1979
Strategic Financial Partners
Oregon
$214K – – –
GGI
1980
Godsey & Gibb Inc
Virginia
$213K – – –
LMKC
1981
L.M. Kohn & Company
Ohio
$213K -$144K -2,004 -41%
GPW
1982
Gray Private Wealth
Massachusetts
$213K +$208K +2,900 New
FAM
1983
Flaharty Asset Management
Florida
$212K – – –
LWM
1984
Luminvest Wealth Management
Arizona
$211K – – –
CAM
1985
Creekmur Asset Management
Illinois
$211K -$93.9K -1,308 -31%
MBTD
1986
Mechanics Bank - Trust Department
California
$211K -$28.7K -400 -12%
MWP
1987
MYCIO Wealth Partners
Pennsylvania
$211K +$287 +4 +0.1%
CPA
1988
Cardiff Park Advisors
California
$210K +$55.4K +772 +37%
PFW
1989
Petros Family Wealth
Minnesota
$210K -$149K -2,076 -42%
CFSG
1990
Clark Financial Services Group
Missouri
$210K +$205K +2,856 New
NWMG
1991
Nicholson Wealth Management Group
South Carolina
$210K +$205K +2,856 New
SB
1992
Sunflower Bank
Texas
$209K +$205K +2,848 New
BAM
1993
Byrne Asset Management
New Jersey
$209K -$13.5K -188 -6%
NCM
1994
Narwhal Capital Management
Georgia
$208K +$204K +2,836 New
SPC
1995
Spirepoint Private Client
Florida
$208K +$203K +2,832 New
CCG
1996
Catalina Capital Group
California
$208K +$203K +2,828 New
CVA
1997
Central Valley Advisors
California
$208K +$203K +2,828 New
SFG
1998
Sather Financial Group
Texas
$208K +$203K +2,828 New
DWM
1999
Destination Wealth Management
California
$207K +$202K +2,816 New
RF
2000
Rossby Financial
Florida
$207K -$2.3K -32 -1%
78 79
80
81 82