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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1151
Washington Trust
Rhode Island
$41K – – –
CFO
1152
CVA Family Office
Colorado
$41K +$387 +8 +1%
JFGIW
1153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39K – – –
FWM
1154
Filbrandt Wealth Management
Wisconsin
$39K +$17.4K +360 +90%
HF
1155
Halpern Financial
Virginia
$37.2K – – –
BA
1156
Ballast Advisors
Minnesota
$37K – – –
KFI
1157
Key Financial Inc
Pennsylvania
$36K +$33.7K +696 New
LWA
1158
Lenox Wealth Advisors
New York
$34K – – –
IWP
1159
IAG Wealth Partners
Wisconsin
$33K -$1.74K -36 -5%
ARIS
1160
Advanced Research Investment Solutions
California
$33K +$31K +640 New
BDWM
1161
Brewin Dolphin Wealth Management
Ireland
$32K – – –
LIA
1162
LS Investment Advisors
Michigan
$32K – – –
PA
1163
Perennial Advisors
New York
$31K +$28.7K +592 New
D
1164
Diversified
Delaware
$31K +$34.1K +704 New
RCA
1165
Rowland Carmichael Advisors
Arizona
$30K – – –
OCM
1166
Orion Capital Management
California
$30K +$27.7K +572 New
BCM
1167
Blume Capital Management
California
$29K – – –
APWA
1168
Atlas Private Wealth Advisors
New Jersey
$27K – – –
BWL
1169
Bogart Wealth LLC
Virginia
$26K – – –
CAAS
1170
Capital Asset Advisory Services
Michigan
$26K +$5.42K +112 +28%
SMA
1171
Sage Mountain Advisors
Georgia
$26K +$24.4K +504 New
KTC
1172
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
SN
1173
Sittner & Nelson
Oregon
$24K +$22.3K +460 New
HI
1174
Hudock Inc
Pennsylvania
$23K +$3.29K +68 +18%
IA
1175
Inspire Advisors
Idaho
$23K +$21.3K +440 New
45 46
47
48 49