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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1101
PYA Waltman Capital
Tennessee
$106K – – –
GWS
1102
Glassman Wealth Services
Virginia
$106K +$775 +16 +0.8%
MWP
1103
MYCIO Wealth Partners
Pennsylvania
$105K – – –
MAM
1104
McCarthy Asset Management
California
$104K +$97.8K +2,020 New
LF
1105
Lee Financial
Texas
$103K – – –
PWA
1106
Phoenix Wealth Advisors
North Carolina
$102K +$95.1K +1,964 New
FNBOSM
1107
First National Bank of South Miami
Florida
$99K – – –
CMBA
1108
C.M. Bidwell & Associates
Hawaii
$93K -$18.2K -376 -17%
HIA
1109
Harbor Investment Advisory
Maryland
$92K – – –
GFPC
1110
Global Financial Private Client
Florida
$89.4K – – –
RG
1111
Retirement Group
California
$88K -$7.36K -152 -8%
LWANC
1112
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K -$2.52K -52 -3%
FFC
1113
First Financial Corp
Indiana
$84K -$196K -4,048 -71%
AIM
1114
Axiom Investment Management
New York
$83K -$37.4K -772 -48%
TC
1115
Trust Company
Kansas
$83K – – –
OSNBOA
1116
Old Second National Bank of Aurora
Illinois
$82K – – –
HFA
1117
HC Financial Advisors
California
$82K +$15.7K +324 +26%
BWA
1118
Burt Wealth Advisors
Maryland
$79K – – –
VNA
1119
Valley National Advisers
Pennsylvania
$76K – – –
SNT
1120
Security National Trust
West Virginia
$72K -$54.4K -1,124 -45%
VBCG
1121
Valley Brook Capital Group
Pennsylvania
$70K +$65.7K +1,356 New
AF
1122
Affiance Financial
Minnesota
$68K – – –
WLPWM
1123
Walled Lake Planning & Wealth Management
Illinois
$68K +$17.2K +356 +37%
TWA
1124
TCI Wealth Advisors
Arizona
$68K +$63.5K +1,312 New
RMC
1125
Resources Management Corp
Connecticut
$67K – – –
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45
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