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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1001
IAG Wealth Partners
Wisconsin
$28K – – –
WLPWM
1002
Walled Lake Planning & Wealth Management
Illinois
$28K +$25.9K +676 New
1IA
1003
1834 Investment Advisors
Wisconsin
$28K +$26.5K +692 New
CIM
1004
Contravisory Investment Management
Massachusetts
$27K – – –
LWA
1005
Lenox Wealth Advisors
New York
$27K – – –
BDWM
1006
Brewin Dolphin Wealth Management
Ireland
$25.4K – – –
LIA
1007
LS Investment Advisors
Michigan
$25K – – –
PA
1008
Perennial Advisors
New York
$24K +$22.7K +592 New
HI
1009
Human Investing
Oregon
$23K -$92.9K -2,424 -81%
BCM
1010
Blume Capital Management
California
$23K +$153 +4 +0.7%
BWL
1011
Bogart Wealth LLC
Virginia
$21K – – –
APWA
1012
Atlas Private Wealth Advisors
New Jersey
$21K +$20.1K +524 New
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$20K -$20.7K -540 -53%
CAAS
1014
Capital Asset Advisory Services
Michigan
$18K – – –
CL
1015
Cabana LLC
Arkansas
$17K +$15.5K +404 New
GWS
1016
Glassman Wealth Services
Virginia
$16K -$16.4K -428 -52%
AWM
1017
AllSquare Wealth Management
New York
$16K – – –
FWM
1018
Filbrandt Wealth Management
Wisconsin
$16K – – –
TRCT
1019
Tower Research Capital (TRC)
New York
$16K +$15.3K +400 New
JWM
1020
Janiczek Wealth Management
Colorado
$15K +$14.2K +372 New
SFSG
1021
Stearns Financial Services Group
North Carolina
$14K -$13.2K -344 -50%
SFG
1022
Sowa Financial Group
Rhode Island
$14K – – –
CFN
1023
Cordasco Financial Network
Florida
$11K – – –
FPFS
1024
First Personal Financial Services
North Carolina
$11K – – –
FNBOSM
1025
First National Bank of South Miami
Florida
$10K – – –
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