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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Cedar Wealth Management
California
$367K +$25.9K +496 +7%
EAM
1102
Evanson Asset Management
California
$362K +$2.72K +52 +0.7%
LBA
1103
Lowell Blake & Associates
Massachusetts
$360K – – –
CCFM
1104
Clear Creek Financial Management
Washington
$358K -$132K -2,532 -25%
AI
1105
Accredited Investors
Minnesota
$357K +$5.64K +108 +1%
MIG
1106
McGuire Investment Group
Rhode Island
$357K +$35.5K +680 +10%
PWW
1107
Pettyjohn Wood & White
Virginia
$356K +$64.6K +1,236 +19%
CFA
1108
CWS Financial Advisors
Michigan
$354K – – –
SWM
1109
Silverlake Wealth Management
Vermont
$354K +$86.1K +1,648 +28%
UL
1110
Unionview LLC
Washington
$350K +$14.8K +284 +4%
GWM
1111
GSB Wealth Management
Connecticut
$349K +$18.8K +360 +5%
THWM
1112
Taylor Hoffman Wealth Management
Virginia
$349K +$80.5K +1,540 +26%
WA
1113
Wambolt & Associates
Colorado
$348K -$22.4K -428 -5%
CL
1114
CPWM LLC
Washington
$348K +$62.1K +1,188 +19%
AIM
1115
Athena Investment Management
California
$346K – – –
RIM
1116
Rockbridge Investment Management
New York
$345K +$56.6K +1,084 +17%
SAM
1117
Strategic Asset Management
Minnesota
$345K -$3.76K -72 -1%
BWM
1118
Blossom Wealth Management
California
$344K -$209 -4 -0.1%
GIA
1119
GHP Investment Advisors
Colorado
$344K +$25.5K +488 +7%
NAM
1120
NTV Asset Management
West Virginia
$343K – – –
1WA
1121
180 Wealth Advisors
Washington
$341K -$7.32K -140 -2%
LCM
1122
Logan Capital Management
Pennsylvania
$341K – – –
HIP
1123
HUB Investment Partners
Texas
$340K -$37.8K -724 -9%
WB
1124
Webster Bank
Connecticut
$337K – – –
NCM
1125
Noesis Capital Mangement
Florida
$336K -$10.5K -200 -3%
43 44
45
46 47