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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ARIS
1226
Advanced Research Investment Solutions
California
$35K – – –
IWP
1227
IAG Wealth Partners
Wisconsin
$35K – – –
BDWM
1228
Brewin Dolphin Wealth Management
Ireland
$34.3K – – –
LIA
1229
LS Investment Advisors
Michigan
$34K – – –
HI
1230
Hudock Inc
Pennsylvania
$34K +$9.12K +168 +37%
PA
1231
Perennial Advisors
New York
$33K – – –
OCM
1232
Orion Capital Management
California
$32K – – –
BCM
1233
Blume Capital Management
California
$31K – – –
APWA
1234
Atlas Private Wealth Advisors
New Jersey
$29K – – –
SN
1235
Sittner & Nelson
Oregon
$25K – – –
AL
1236
ADE LLC
Maryland
$23K – – –
FWM
1237
Filbrandt Wealth Management
Wisconsin
$22K -$19.5K -360 -47%
AWM
1238
AllSquare Wealth Management
New York
$22K – – –
AIA
1239
Armor Investment Advisors
North Carolina
$22K – – –
CFO
1240
CVA Family Office
Colorado
$20K -$24.3K -448 -56%
SAI
1241
Systematic Alpha Investments
New Jersey
$20K +$13.9K +256 +237%
ASBI
1242
American State Bank (Iowa)
Iowa
$18.4K – – –
CFN
1243
Cordasco Financial Network
Florida
$15K – – –
HI
1244
Human Investing
Oregon
$15K – – –
HIM
1245
HawsGoodwin Investment Management
Tennessee
$12K – – –
SWM
1246
Selective Wealth Management
Virginia
$12K – – –
CAM
1247
Costello Asset Management
Pennsylvania
$11K – – –
FWM
1248
Focused Wealth Management
New York
$11K – – –
HCM
1249
Highlander Capital Management
New Jersey
$11K – – –
AIP
1250
Ameritas Investment Partners
Nebraska
$10K – – –
48 49
50
51 52