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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1026
Procyon Advisors
Connecticut
$10K – – –
HIM
1027
HawsGoodwin Investment Management
Tennessee
$9K -$106K -2,780 -93%
APC
1028
Aspire Private Capital
North Carolina
$9K – – –
FWM
1029
Focused Wealth Management
New York
$8K -$19.8K -516 -72%
GI
1030
Gradient Investments
Minnesota
$8K – – –
HCM
1031
Highlander Capital Management
New Jersey
$8K – – –
LB
1032
Legacy Bridge
Iowa
$8K – – –
CAM
1033
Costello Asset Management
Pennsylvania
$8K +$7.36K +192 New
AIP
1034
Ameritas Investment Partners
Nebraska
$7K – – –
HCC
1035
Hirtle Callaghan & Co
Pennsylvania
$7K – – –
LWM
1036
Lenox Wealth Management
Ohio
$6K – – –
CI
1037
Cordant Inc
Oregon
$6K +$306 +8 +5%
M
1038
MOTCO
Texas
$6K +$5.36K +140 New
IA
1039
Independence Advisors
Pennsylvania
$5K -$3.68K -96 -42%
PMFA
1040
Plante Moran Financial Advisors
Michigan
$4K -$367K -9,592 -99%
HDIM
1041
Hanson & Doremus Investment Management
Vermont
$4K – – –
SIM
1042
Sonora Investment Management
Arizona
$4K – – –
HI
1043
Hudock Inc
Pennsylvania
$4K +$3.68K +96 +400%
AWA
1044
Arkadios Wealth Advisors
Georgia
$3.34K – – –
CWA
1045
Carolina Wealth Advisors
South Carolina
$3K – – –
SIS
1046
Sound Income Strategies
Florida
$3K – – –
YAL
1047
Your Advocates Ltd
Texas
$3K +$3.37K +88 New
BC
1048
Barnett & Company
Tennessee
$2K – – –
EIP
1049
Ellis Investment Partners
Pennsylvania
$2K – – –
HWA
1050
HCR Wealth Advisors
California
$2K – – –
40 41
42
43 44