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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Hirtle Callaghan & Co
1201
Hirtle Callaghan & Co
Pennsylvania
$9K – – –
NL
1202
NVWM LLC
Pennsylvania
$9K – – –
COCM
1203
Charter Oak Capital Management
New Hampshire
$8K +$7.17K +148 New
ZC
1204
Zeit Capital
Colorado
$8K +$7.75K +160 New
PS
1205
Planned Solutions
California
$7K – – –
BSG
1206
Black Swift Group
Colorado
$7K +$6.78K +140 New
CWP
1207
Concord Wealth Partners
Virginia
$7K +$6.97K +144 New
HDIM
1208
Hanson & Doremus Investment Management
Vermont
$6K – – –
SAI
1209
Systematic Alpha Investments
New Jersey
$6K +$5.23K +108 New
SIM
1210
Sonora Investment Management
Arizona
$5K – – –
Tower Research Capital (TRC)
1211
Tower Research Capital (TRC)
New York
$5K +$4.46K +92 New
CWA
1212
Carolina Wealth Advisors
South Carolina
$4K – – –
EIP
1213
Ellis Investment Partners
Pennsylvania
$4K – – –
NFSG
1214
Newbridge Financial Services Group
Florida
$4K – – –
BC
1215
Barnett & Company
Tennessee
$3K – – –
LGWM
1216
Litman Gregory Wealth Management
California
$3K – – –
AIA
1217
Arcadia Investment Advisors
Idaho
$2.27K +$2.13K +44 New
HWA
1218
HCR Wealth Advisors
California
$2K – – –
MF
1219
Manchester Financial
California
$2K – – –
Sageworth Trust
1220
Sageworth Trust
Pennsylvania
$2K – – –
BHWM
1221
Bay Harbor Wealth Management
Maryland
$1K – – –
CT
1222
Clearstead Trust
Maine
$1K – – –
WIM
1223
Westside Investment Management
California
$45 – – –
HighTower Advisors
1224
HighTower Advisors
Illinois
– -$33M -748,836 Closed
G
1225
GenTrust
Florida
– -$22.5M -464,088 Closed