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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
2001
North Ridge Wealth Advisors
Oregon
$123K – – –
CTWM
2002
Cherry Tree Wealth Management
Minnesota
$123K -$4.73K -72 -4%
FRA
2003
Front Row Advisors
California
$122K – – –
PC
2004
Promus Capital
Illinois
$121K +$39.1K +596 +52%
HCM
2005
Hollencrest Capital Management
California
$121K +$6.56K +100 +6%
AWM
2006
Atticus Wealth Management
Florida
$119K +$51.2K +780 +85%
PWM
2007
Proathlete Wealth Management
Florida
$113K +$16K +244 +18%
NG
2008
NWK Group
California
$113K -$12.1K -184 -10%
CTA
2009
Colonial Trust Advisors
South Carolina
$112K +$104K +1,580 +5,643%
Q1WB
2010
Quest 10 Wealth Builders
Virginia
$110K -$17.6K -268 -15%
BCM
2011
Birch Capital Management
Texas
$109K – – –
PP
2012
Pacifica Partners
Canada
$108K – – –
PWM
2013
Provident Wealth Management
Tennessee
$105K – – –
AP
2014
Aspect Partners
Virginia
$103K +$94.3K +1,436 +4,488%
CWP
2015
Concord Wealth Partners
Virginia
$102K +$16.5K +252 +21%
RIA
2016
Realta Investment Advisors
Delaware
$98.7K -$66.7K -1,016 -42%
BIA
2017
Bell Investment Advisors
California
$98.5K -$20.5K -312 -18%
CFO
2018
CVA Family Office
Colorado
$94.8K – – –
HAP
2019
Harbor Asset Planning
Massachusetts
$91.2K +$85.6K +1,304 New
MYIA
2020
Mount Yale Investment Advisors
Colorado
$90.8K +$85.1K +1,296 New
TAM
2021
Tucker Asset Management
Colorado
$90.7K -$28.1K -428 -25%
FP
2022
Financial Perspectives
Minnesota
$90.2K +$23.9K +364 +39%
MCA
2023
Maryland Capital Advisors
Maryland
$88.4K – – –
CB
2024
Centennial Bank
Arkansas
$88.1K – – –
VC
2025
Vestor Capital
Illinois
$88K -$227K -3,464 -67%
79 80
81
82 83