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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
1051
Newbridge Financial Services Group
Florida
$3K +$2.96K +68 New
HWA
1052
HCR Wealth Advisors
California
$2K – – –
LGWM
1053
Litman Gregory Wealth Management
California
$2K – – –
Sageworth Trust
1054
Sageworth Trust
Pennsylvania
$2K – – –
BBL
1055
Beck Bode LLC
Massachusetts
$2K +$1.57K +36 New
BHWM
1056
Bay Harbor Wealth Management
Maryland
$1K – – –
CT
1057
Clearstead Trust
Maine
$1K – – –
FCA
1058
FinTrust Capital Advisors
South Carolina
$1K – – –
MF
1059
Manchester Financial
California
$1K – – –
WIM
1060
Westside Investment Management
California
$38 – – –
MWA
1061
MFA Wealth Advisors
Pennsylvania
– -$16.6M -404,192 Closed
PP
1062
Paloma Partners
Connecticut
– -$8.88M -216,684 Closed
Qube Research & Technologies (QRT)
1063
Qube Research & Technologies (QRT)
United Kingdom
– -$8.11M -197,824 Closed
CWS
1064
Cypress Wealth Services
California
– -$5.48M -125,652 Closed
BNP Paribas Financial Markets
1065
BNP Paribas Financial Markets
France
– -$4.18M -101,904 Closed
RIA
1066
Regal Investment Advisors
Michigan
– -$2.83M -68,948 Closed
AO
1067
Advisor OS
Illinois
– -$1.84M -44,828 Closed
Millennium Management
1068
Millennium Management
New York
– -$1.23M -30,052 Closed
CG
1069
Cutler Group
California
– -$1.27M -29,084 Closed
AF
1070
Alerus Financial
North Dakota
– -$994K -24,252 Closed
BRWM
1071
B. Riley Wealth Management
Tennessee
– -$762K -18,596 Closed
SWPG
1072
Strategic Wealth Partners Group
Illinois
– -$650K -15,856 Closed
ACM
1073
Anfield Capital Management
California
– -$471K -10,816 Closed
WWM
1074
WJ Wealth Management
Arizona
– -$436K -10,684 Closed
Summit Financial
1075
Summit Financial
New Jersey
– -$404K -9,856 Closed