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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
1251
Hirtle Callaghan & Co
Pennsylvania
$10K – – –
LB
1252
Legacy Bridge
Iowa
$10K – – –
NL
1253
NVWM LLC
Pennsylvania
$10K – – –
IPW
1254
IronBridge Private Wealth
Texas
$10K +$9.98K +184 New
FI
1255
FormulaFolio Investments
Michigan
$9K -$940K -17,324 -99%
ZC
1256
Zeit Capital
Colorado
$9K – – –
ANBT
1257
American National Bank & Trust
Texas
$8K -$1.95K -36 -20%
COCM
1258
Charter Oak Capital Management
New Hampshire
$8K – – –
CWP
1259
Concord Wealth Partners
Virginia
$8K – – –
HWMA
1260
Heritage Wealth Management (Arizona)
Arizona
$7K +$6.73K +124 New
HDIM
1261
Hanson & Doremus Investment Management
Vermont
$6K – – –
SIM
1262
Sonora Investment Management
Arizona
$6K – – –
APC
1263
Aspire Private Capital
North Carolina
$5K -$7.38K -136 -59%
CWA
1264
Carolina Wealth Advisors
South Carolina
$4K – – –
EIP
1265
Ellis Investment Partners
Pennsylvania
$4K – – –
NFSG
1266
Newbridge Financial Services Group
Florida
$4K – – –
BC
1267
Barnett & Company
Tennessee
$3K – – –
LGWM
1268
Litman Gregory Wealth Management
California
$3K – – –
WWM
1269
Wolff Wiese Magana
California
$3K +$2.6K +48 New
AIA
1270
Arcadia Investment Advisors
Idaho
$2.44K – – –
MF
1271
Manchester Financial
California
$2K – – –
ST
1272
Sageworth Trust
Pennsylvania
$2K – – –
EWM
1273
Elmwood Wealth Management
California
$2K +$2.17K +40 New
SIS
1274
Sound Income Strategies
Florida
$1.99K +$1.95K +36 New
BWP
1275
Baldwin Wealth Partners
Massachusetts
$1K +$651 +12 New
49 50
51
52 53