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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
951
Ballast Advisors
Minnesota
$50K +$48.4K +1,128 New
FA
952
Financial Advantage
Maryland
$48K -$56.7K -1,320 -55%
OIA
953
Optimum Investment Advisors
Illinois
$47K -$20.6K -480 -31%
KTC
954
Kistler-Tiffany Companies
Pennsylvania
$46K
FWP
955
FAS Wealth Partners
Kansas
$44K +$42.6K +992 New
APWM
956
Atlas Private Wealth Management
New York
$42K +$40.4K +940 New
PP
957
Pacifica Partners
Canada
$40K +$39K +908 New
WB
958
West Bancorporation
Iowa
$39K +$37.3K +868 New
CFG
959
CKW Financial Group
Hawaii
$39K +$37.8K +880 New
RCA
960
Rowland Carmichael Advisors
Arizona
$38K +$1.37K +32 +4%
WFMPM
961
Woodley Farra Manion Portfolio Management
Indiana
$38K +$36.6K +852 New
FWM
962
Focused Wealth Management
New York
$37K -$2.92K -68 -8%
GWS
963
Glassman Wealth Services
Virginia
$37K
CHC
964
City Holding Co
West Virginia
$36K
DWA
965
Dougherty Wealth Advisers
Minnesota
$36K
GSC
966
G&S Capital
Colorado
$35K
PFO
967
Pathstone Family Office
New Jersey
$33.3K
CAL
968
Capital Analysts LLC
Pennsylvania
$33K
AC
969
Asio Capital
Kentucky
$30K +$29.2K +680 New
CIM
970
Contravisory Investment Management
Massachusetts
$29K
LWA
971
Lenox Wealth Advisors
New York
$29K
LF
972
Lee Financial
Texas
$28K
LIA
973
LS Investment Advisors
Michigan
$28K
BDWM
974
Brewin Dolphin Wealth Management
Ireland
$27.6K
BCM
975
Blume Capital Management
California
$24K