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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1001
Provident Wealth Management
Tennessee
$11K +$10.3K +240 New
GDP
1002
Great Diamond Partners
Maine
$11K +$11.2K +260 New
GI
1003
Gradient Investments
Minnesota
$9K – – –
HCM
1004
Highlander Capital Management
New Jersey
$9K – – –
AIP
1005
Ameritas Investment Partners
Nebraska
$8K – – –
HCC
1006
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
LB
1007
Legacy Bridge
Iowa
$8K – – –
CFFP
1008
Center for Financial Planning
Michigan
$8K +$7.73K +180 New
LWM
1009
Lenox Wealth Management
Ohio
$7K – – –
LPWM
1010
Lake Point Wealth Management
Texas
$7K +$6.7K +156 New
SQA
1011
Simon Quick Advisors
New Jersey
$7K +$7.04K +164 New
IA
1012
Independence Advisors
Pennsylvania
$6K +$5.67K +132 New
EWM
1013
Edge Wealth Management
New York
$5K – – –
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$5K +$4.64K +108 New
IFWM
1015
Institute for Wealth Management
Colorado
$5K +$4.64K +108 New
TCWM
1016
Total Clarity Wealth Management
Illinois
$5K +$5.15K +120 New
PMFA
1017
Plante Moran Financial Advisors
Michigan
$4K -$111K -2,580 -96%
MCM
1018
MV Capital Management
Maryland
$4K – – –
SIM
1019
Sonora Investment Management
Arizona
$4K – – –
NC
1020
NewSquare Capital
Pennsylvania
$4K +$3.44K +80 New
AWA
1021
Arkadios Wealth Advisors
Georgia
$3.71K +$3.44K +80 New
BC
1022
Barnett & Company
Tennessee
$3K -$49K -1,140 -95%
SIS
1023
Sound Income Strategies
Florida
$3K – – –
EIP
1024
Ellis Investment Partners
Pennsylvania
$3K +$3.09K +72 New
ST
1025
Sageworth Trust
Pennsylvania
$2K +$1.72K +40 New
39 40
41
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