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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1976
Bay Capital Advisors
Virginia
$270K -$40.7K -560 -13%
RWB
1977
RMR Wealth Builders
New Jersey
$269K +$42.5K +584 +19%
CFGSD
1978
Compass Financial Group (South Dakota)
South Dakota
$269K +$8.44K +116 +3%
CFG
1979
Cooper Financial Group
California
$267K – – –
BWG
1980
Balanced Wealth Group
Ohio
$267K +$15.1K +208 +6%
IFPG
1981
Intrepid Financial Planning Group
Indiana
$267K +$37.8K +520 +16%
EW
1982
Enzi Wealth
Texas
$266K +$2.62K +36 +1%
PHWA
1983
Petersen Hastings Wealth Advisors
Washington
$266K +$267K +3,664 New
SWM
1984
Steinberganna Wealth Management
New York
$265K +$15.1K +208 +6%
TAM
1985
Townsend Asset Management
North Carolina
$265K +$1.75K +24 +0.7%
HSWM
1986
Hubbell Strickland Wealth Management
Louisiana
$265K -$9.89K -136 -4%
TAP
1987
Tounjian Advisory Partners
Florida
$265K +$265K +3,648 New
PHS
1988
Pekin Hardy Strauss
Illinois
$264K +$4.37K +60 +2%
SFG
1989
Sunburst Financial Group
Alabama
$263K +$291 +4 +0.1%
WCG
1990
Weaver Consulting Group
California
$263K +$291 +4 +0.1%
TBC
1991
Ted Buchan & Co
California
$263K -$13.7K -188 -5%
MGWA
1992
Monument Group Wealth Advisors
Massachusetts
$261K +$13.4K +184 +5%
OCM
1993
Orleans Capital Management
Louisiana
$261K – – –
CA
1994
Calton & Associates
Florida
$261K +$291 +4 +0.1%
VAG
1995
VisionPoint Advisory Group
Texas
$260K +$8.73K +120 +3%
TH
1996
Team Hewins
California
$260K – – –
BFA
1997
Ballast Financial Advisors
Pennsylvania
$260K +$261K +3,588 New
OWA
1998
OakTrust Wealth Advisors
Connecticut
$259K +$260K +3,576 New
HIS
1999
Horizon Investment Services
Indiana
$259K -$4.95K -68 -2%
EA
2000
Ellsworth Advisors
Ohio
$259K +$1.16K +16 +0.5%
78 79
80
81 82