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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1301
Costello Asset Management
Pennsylvania
$11K – – –
IPW
1302
IronBridge Private Wealth
Texas
$11K – – –
LB
1303
Legacy Bridge
Iowa
$11K – – –
PAIM
1304
Punch & Associates Investment Management
Minnesota
$11K +$10.4K +180 New
HCC
1305
Hirtle Callaghan & Co
Pennsylvania
$10K – – –
NL
1306
NVWM LLC
Pennsylvania
$10K – – –
WQ
1307
Wealth Quarterback
New Jersey
$10K +$9.74K +168 New
IAS
1308
IMA Advisory Services
Colorado
$9K -$50.3K -868 -85%
ANBT
1309
American National Bank & Trust
Texas
$9K – – –
COCM
1310
Charter Oak Capital Management
New Hampshire
$9K – – –
CWP
1311
Concord Wealth Partners
Virginia
$9K – – –
FI
1312
FormulaFolio Investments
Michigan
$9K – – –
ZC
1313
Zeit Capital
Colorado
$9K – – –
SIM
1314
Sonora Investment Management
Arizona
$6K – – –
BU
1315
BBVA USA
Alabama
$6K +$5.8K +100 New
CWA
1316
Carolina Wealth Advisors
South Carolina
$5K – – –
HDIM
1317
Hanson & Doremus Investment Management
Vermont
$5K – – –
SIS
1318
Sound Income Strategies
Florida
$5K +$2.78K +48 +133%
EL
1319
EMFO LLC
Florida
$5K +$5.1K +88 New
BC
1320
Barnett & Company
Tennessee
$4K – – –
EIP
1321
Ellis Investment Partners
Pennsylvania
$4K – – –
NFSG
1322
Newbridge Financial Services Group
Florida
$4K – – –
PGWM
1323
Parisi Gray Wealth Management
New Jersey
$4K +$3.48K +60 New
APC
1324
Aspire Private Capital
North Carolina
$3K -$2.55K -44 -46%
VCM
1325
Vigilant Capital Management
Maine
$3K +$2.55K +44 New
51 52
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