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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2001
Integris Wealth Management
California
$207K +$202K +2,812 New
RIL
2002
Rothschild Investment LLC
Illinois
$206K – – –
ACIM
2003
Azimuth Capital Investment Management
Michigan
$206K +$201K +2,800 New
DDC
2004
DF Dent & Co
Maryland
$206K +$201K +2,800 New
FIBT
2005
First International Bank & Trust
North Dakota
$206K +$201K +2,800 New
GPWM
2006
Grant Private Wealth Management
California
$206K +$201K +2,800 New
MFS
2007
McNamara Financial Services
Massachusetts
$206K +$201K +2,800 New
CL
2008
CLG LLC
California
$206K +$201K +2,800 New
HA
2009
HFG Advisors
Ohio
$205K +$201K +2,792 New
FAIM
2010
Financial Advocates Investment Management
Washington
$203K -$2.48M -34,580 -93%
PPW
2011
Pasadena Private Wealth
California
$202K -$45.7K -636 -19%
OWA
2012
Opal Wealth Advisors
New York
$201K +$2.58K +36 +1%
JWM
2013
Jeppson Wealth Management
California
$201K +$196K +2,736 New
WFA
2014
Websterrogers Financial Advisors
South Carolina
$201K -$21.5K -300 -10%
HWA
2015
HCR Wealth Advisors
California
$200K +$195K +2,716 New
CNC
2016
Citizens & Northern Corp
Pennsylvania
$200K +$196K +2,724 New
FWM
2017
FSA Wealth Management
Massachusetts
$197K +$54K +752 +39%
RA
2018
Rise Advisors
New York
$195K +$862 +12 +0.5%
1L
2019
10Elms LLP
Oklahoma
$188K – – –
CMBA
2020
C.M. Bidwell & Associates
Hawaii
$187K -$3.73K -52 -2%
TF
2021
Tompkins Financial
New York
$186K – – –
PPC
2022
Park Place Capital
Alabama
$183K – – –
OCM
2023
Orion Capital Management
California
$181K +$136K +1,896 +331%
HFS
2024
Hantz Financial Services
Michigan
$181K +$8.9K +124 +5%
UCB
2025
United Community Bank
South Carolina
$181K +$177K +2,460 New
79 80
81
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