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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
976
Carolina Wealth Advisors
South Carolina
$3K -$11.1K -268 -77%
EWM
977
Edge Wealth Management
New York
$3K – – –
MCM
978
MV Capital Management
Maryland
$3K – – –
SIM
979
Sonora Investment Management
Arizona
$3K – – –
Arkadios Wealth Advisors
980
Arkadios Wealth Advisors
Georgia
$2.63K – – –
HWA
981
HCR Wealth Advisors
California
$2K -$82.8K -2,000 -96%
LGWM
982
Litman Gregory Wealth Management
California
$2K -$68.7K -1,660 -97%
BC
983
Barnett & Company
Tennessee
$2K – – –
EIP
984
Ellis Investment Partners
Pennsylvania
$2K – – –
SIS
985
Sound Income Strategies
Florida
$2K – – –
CT
986
Clearstead Trust
Maine
$1K – – –
MF
987
Manchester Financial
California
$1K – – –
Sageworth Trust
988
Sageworth Trust
Pennsylvania
$1K – – –
WIM
989
Westside Investment Management
California
$23 +$29.8K +720 New
FFA
990
Fragasso Financial Advisors
Pennsylvania
– -$30M -674,272 Closed
Churchill Management
991
Churchill Management
California
– -$28M -629,300 Closed
FFS
992
Founders Financial Securities
Maryland
– -$10.5M -236,500 Closed
Horizon Investments
993
Horizon Investments
North Carolina
– -$10.4M -233,956 Closed
CFGF
994
Compass Financial Group (Florida)
Florida
– -$9.4M -210,960 Closed
Credit Suisse
995
Credit Suisse
Switzerland
– -$8.98M -201,576 Closed
HC
996
HNP Capital
New York
– -$7.1M -158,324 Closed
MWP
997
MYCIO Wealth Partners
Pennsylvania
– -$6.56M -147,348 Closed
Independent Advisor Alliance
998
Independent Advisor Alliance
North Carolina
– -$5.3M -118,908 Closed
Millennium Management
999
Millennium Management
New York
– -$3.51M -78,712 Closed
TC
1000
Truvestments Capital
Florida
– -$2.65M -59,460 Closed