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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSB
2001
Greenfield Savings Bank
Massachusetts
$259K – – –
UA
2002
URS Advisory
Florida
$258K +$259K +3,560 New
CG
2003
Corundum Group
Colorado
$258K – – –
FLII
2004
First Long Island Investors
New York
$258K – – –
DWM
2005
Denver Wealth Management
Colorado
$258K -$38.4K -528 -13%
FPF
2006
First Pacific Financial
Washington
$258K +$1.75K +24 +0.7%
CIA
2007
Compass Ion Advisors
Pennsylvania
$258K -$20.4K -280 -7%
NA
2008
Novus Advisors
South Carolina
$257K -$582 -8 -0.2%
ESBC
2009
E.S. Barr & Co
Kentucky
$257K +$39.3K +540 +18%
GT
2010
Greenleaf Trust
Michigan
$257K +$21.2K +292 +9%
FFB
2011
First Financial Bankshares
Texas
$256K +$32.3K +444 +14%
TWP
2012
Tyche Wealth Partners
Texas
$256K -$1.16K -16 -0.5%
PWA
2013
Prairie Wealth Advisors
Nebraska
$256K -$255K -3,508 Closed
FG
2014
Fiduciary Group
Georgia
$255K -$75.1K -1,032 -23%
OPCM
2015
Osborne Partners Capital Management
California
$254K -$32.9K -452 -11%
CFS
2016
Compass Financial Services
Iowa
$254K +$1.75K +24 +0.7%
MCA
2017
Midwest Capital Advisors
Michigan
$254K +$873 +12 +0.3%
PWP
2018
Prasad Wealth Partners
Ohio
$252K +$873 +12 +0.3%
BCM
2019
Basso Capital Management
Connecticut
$252K – – –
GWA
2020
Gibson Wealth Advisors
Texas
$251K – – –
SN
2021
Sittner & Nelson
Oregon
$250K +$291 +4 +0.1%
SWP
2022
Strategic Wealth Partners
Ohio
$250K +$34K +468 +16%
DCA
2023
DB&C Advisors
Michigan
$250K +$250K +3,440 New
EA
2024
Everpar Advisors
Oklahoma
$249K – – –
RFW
2025
Rainier Family Wealth
Washington
$249K +$250K +3,436 New
79 80
81
82 83