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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2001
Northwest Wealth Advisors
Washington
$269K -$3.27K -44 -1%
OWA
2002
Opal Wealth Advisors
New York
$269K +$53.8K +724 +24%
OWA
2003
One Wealth Advisors
California
$269K – – –
CA
2004
Calton & Associates
Florida
$267K +$8.92K +120 +3%
EP
2005
Edgestream Partners
New Jersey
$267K +$276K +3,712 New
EWM
2006
Echo Wealth Management
Minnesota
$265K -$27.3K -368 -9%
TBC
2007
Ted Buchan & Co
California
$265K +$4.46K +60 +2%
IFPG
2008
Intrepid Financial Planning Group
Indiana
$264K – – –
BWG
2009
Balanced Wealth Group
Ohio
$264K +$2.08K +28 +0.8%
TAP
2010
Tounjian Advisory Partners
Florida
$263K +$1.19K +16 +0.4%
ABTD
2011
Arvest Bank Trust Division
Oklahoma
$263K -$22.3K -300 -8%
MWM
2012
Maimon Wealth Management
Israel
$262K -$20.8K -280 -7%
LTL
2013
Lowery Thomas LLC
California
$262K -$14K -188 -5%
AFP
2014
ATLas Financial Planning
Georgia
$260K -$19.3K -260 -7%
PHWA
2015
Petersen Hastings Wealth Advisors
Washington
$260K -$3.27K -44 -1%
BCA
2016
Bay Capital Advisors
Virginia
$259K -$8.32K -112 -3%
SFS
2017
Sharp Financial Services
Pennsylvania
$259K +$15.5K +208 +6%
OCM
2018
Orleans Capital Management
Louisiana
$258K – – –
SS
2019
Sunbelt Securities
Texas
$257K -$14.3K -192 -5%
OWA
2020
OakTrust Wealth Advisors
Connecticut
$257K – – –
SWP
2021
Strategic Wealth Partners
Ohio
$257K +$10.1K +136 +4%
HIS
2022
Horizon Investment Services
Indiana
$256K – – –
GSB
2023
Greenfield Savings Bank
Massachusetts
$256K – – –
CFO
2024
CVA Family Office
Colorado
$256K +$158K +2,124 +148%
FLII
2025
First Long Island Investors
New York
$256K – – –
79 80
81
82 83