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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2001
Sankala Group
Colorado
$320K -$35.4K -456 -11%
CP
2002
Clarendon Private
Massachusetts
$319K +$775 +10 +0.3%
TIM
2003
Tortoise Investment Management
New York
$319K +$78 +1 +0%
LWCFA
2004
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K – – –
MBWA
2005
Marin Bay Wealth Advisors
California
$319K +$310 +4 +0.1%
SC
2006
Solstein Capital
California
$318K +$12.1K +156 +4%
IWM
2007
Integris Wealth Management
California
$318K – – –
RMF
2008
Red Mountain Financial
Colorado
$317K +$44K +568 +17%
CGFA
2009
Colton Groome Financial Advisors
North Carolina
$316K +$304K +3,924 New
SWM
2010
Steinberganna Wealth Management
New York
$316K +$6.43K +83 +2%
SCA
2011
Southern Capital Advisors
Tennessee
$316K +$10.4K +134 +4%
KOMWMG
2012
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K +$853 +11 +0.3%
BFA
2013
Ballast Financial Advisors
Pennsylvania
$315K +$620 +8 +0.2%
KOC
2014
Koss-Olinger Consulting
Florida
$315K -$471K -6,080 -61%
SFP
2015
Strategic Financial Planning
Texas
$314K +$302K +3,900 New
AT
2016
Arlington Trust
Alabama
$314K +$39.2K +505 +15%
LB
2017
Legacy Bridge
Iowa
$313K – – –
APG
2018
Abacus Planning Group
South Carolina
$313K +$43.4K +560 +17%
NA
2019
Novus Advisors
South Carolina
$312K -$310 -4 -0.1%
IFPG
2020
Intrepid Financial Planning Group
Indiana
$312K +$15.2K +196 +5%
TAM
2021
Tocqueville Asset Management
New York
$312K +$465 +6 +0.2%
NC
2022
North Capital
Utah
$312K +$775 +10 +0.3%
SAM
2023
Summit Asset Management
Tennessee
$312K +$1.47K +19 +0.5%
RW
2024
Regimen Wealth
Georgia
$311K +$3.88K +50 +1%
KCM
2025
Kanawha Capital Management
Virginia
$311K -$155 -2 -0.1%
79 80
81
82 83