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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1276
LS Investment Advisors
Michigan
$37K – – –
BDWM
1277
Brewin Dolphin Wealth Management
Ireland
$36.8K – – –
PA
1278
Perennial Advisors
New York
$35K – – –
OCM
1279
Orion Capital Management
California
$34K – – –
BCM
1280
Blume Capital Management
California
$33K – – –
TIM
1281
Tortoise Investment Management
New York
$32K -$20.6K -356 -40%
CFG
1282
CKW Financial Group
Hawaii
$32K -$19.9K -344 -39%
APWA
1283
Atlas Private Wealth Advisors
New Jersey
$32K +$232 +4 +0.8%
BBL
1284
Beck Bode LLC
Massachusetts
$30K +$29K +500 New
SN
1285
Sittner & Nelson
Oregon
$27K – – –
AL
1286
ADE LLC
Maryland
$24K – – –
AWM
1287
AllSquare Wealth Management
New York
$24K – – –
AIA
1288
Armor Investment Advisors
North Carolina
$24K – – –
FWM
1289
Filbrandt Wealth Management
Wisconsin
$24K – – –
SAI
1290
Systematic Alpha Investments
New Jersey
$22K – – –
ASBI
1291
American State Bank (Iowa)
Iowa
$19.7K – – –
ST
1292
Sageworth Trust
Pennsylvania
$19K +$16K +276 +690%
AWM
1293
Atticus Wealth Management
Florida
$17K +$16.7K +288 New
CFN
1294
Cordasco Financial Network
Florida
$16K – – –
SFC
1295
SYM Financial Corp
Indiana
$15K +$14.8K +256 New
SWM
1296
Selective Wealth Management
Virginia
$13K – – –
FWM
1297
Focused Wealth Management
New York
$12K – – –
HCM
1298
Highlander Capital Management
New Jersey
$12K – – –
BFC
1299
Bedel Financial Consulting
Indiana
$12K +$11.6K +200 New
AIP
1300
Ameritas Investment Partners
Nebraska
$11K – – –
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