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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1301
Blume Capital Management
California
$33K – – –
IWP
1302
IAG Wealth Partners
Wisconsin
$32K -$5.32K -88 -14%
APWA
1303
Atlas Private Wealth Advisors
New Jersey
$32K – – –
CFG
1304
CKW Financial Group
Hawaii
$32K – – –
AC
1305
Asio Capital
Kentucky
$30K +$30.2K +500 New
DOA
1306
D'Orazio & Associates
Virginia
$29K -$86K -1,424 -74%
TIM
1307
Tortoise Investment Management
New York
$24K -$8.22K -136 -25%
AL
1308
ADE LLC
Maryland
$24K – – –
AWM
1309
AllSquare Wealth Management
New York
$24K – – –
AIA
1310
Armor Investment Advisors
North Carolina
$24K – – –
FWM
1311
Filbrandt Wealth Management
Wisconsin
$24K – – –
SAI
1312
Systematic Alpha Investments
New Jersey
$23K – – –
JWA
1313
JFS Wealth Advisors
Pennsylvania
$23K +$23.4K +388 New
SFC
1314
SYM Financial Corp
Indiana
$22K +$7.01K +116 +45%
ASBI
1315
American State Bank (Iowa)
Iowa
$19.7K – – –
PCM
1316
Penserra Capital Management
California
$18K +$19.3K +320 New
ST
1317
Sageworth Trust
Pennsylvania
$16K -$2.42K -40 -13%
CFN
1318
Cordasco Financial Network
Florida
$16K – – –
SWM
1319
Selective Wealth Management
Virginia
$13K – – –
RTC
1320
Riverview Trust Company
Washington
$13K +$12.8K +212 New
HIM
1321
HawsGoodwin Investment Management
Tennessee
$13K +$13.3K +220 New
BFC
1322
Bedel Financial Consulting
Indiana
$12K – – –
HCM
1323
Highlander Capital Management
New Jersey
$12K – – –
FWM
1324
Focused Wealth Management
New York
$12K +$242 +4 +2%
AIP
1325
Ameritas Investment Partners
Nebraska
$11K – – –
51 52
53
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