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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
726
Tortoise Investment Management
New York
$38K
FWM
727
Focused Wealth Management
New York
$36K -$4.08K -100 -10%
NFG
728
Next Financial Group
Texas
$34K -$245K -6,008 -88%
GWS
729
Glassman Wealth Services
Virginia
$34K
GSC
730
G&S Capital
Colorado
$33K
PFO
731
Pathstone Family Office
New Jersey
$33K +$32.5K +796 New
FFC
732
First Financial Corp
Indiana
$30K -$4.41K -108 -13%
JWA
733
JFS Wealth Advisors
Pennsylvania
$27K
BDWM
734
Brewin Dolphin Wealth Management
Ireland
$25.4K
CAL
735
Capital Advisors Ltd
Ohio
$25K
LIA
736
LS Investment Advisors
Michigan
$25K
PA
737
Perennial Advisors
New York
$24K
BCM
738
Blume Capital Management
California
$23K
AA
739
AlphaMark Advisors
Kentucky
$21K
MCM
740
Monument Capital Management
Virginia
$20K +$19.9K +488 New
HT
741
Heritage Trust
Oklahoma
$17K
QCIG
742
Quad-Cities Investment Group
Iowa
$17K
RMC
743
Resources Management Corp
Connecticut
$17K +$17.3K +424 New
AWM
744
AllSquare Wealth Management
New York
$16K
FPFS
745
First Personal Financial Services
North Carolina
$16K
FCT
746
Family Capital Trust
Massachusetts
$16K +$16.3K +400 New
NCM
747
Northstar Capital Management
New York
$16K +$16.3K +400 New
ACS
748
Archford Capital Strategies
Illinois
$13K
IGGA
749
Iron Gate Global Advisors
Utah
$13K
BRC
750
Bell Rock Capital
Delaware
$12K