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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1326
Costello Asset Management
Pennsylvania
$11K – – –
IPW
1327
IronBridge Private Wealth
Texas
$11K – – –
PAIM
1328
Punch & Associates Investment Management
Minnesota
$11K – – –
COCM
1329
Charter Oak Capital Management
New Hampshire
$11K +$2.42K +40 +27%
YAL
1330
Your Advocates Ltd
Texas
$11K +$11.4K +188 New
KFS
1331
Kelly Financial Services
Massachusetts
$10.4K +$10.6K +176 New
NL
1332
NVWM LLC
Pennsylvania
$10K – – –
WQ
1333
Wealth Quarterback
New Jersey
$10K – – –
SC
1334
Sierra Capital
Florida
$10K +$9.67K +160 New
ANBT
1335
American National Bank & Trust
Texas
$9K – – –
ZC
1336
Zeit Capital
Colorado
$9K – – –
FBT
1337
First Bank & Trust
South Dakota
$9K +$9.43K +156 New
CWP
1338
Concord Wealth Partners
Virginia
$7K -$1.21K -20 -14%
IFWM
1339
Institute for Wealth Management
Colorado
$7K +$6.53K +108 New
BU
1340
BBVA USA
Alabama
$6K – – –
HDIM
1341
Hanson & Doremus Investment Management
Vermont
$6K – – –
SIM
1342
Sonora Investment Management
Arizona
$6K – – –
NFSG
1343
Newbridge Financial Services Group
Florida
$6K +$1.69K +28 +41%
CWA
1344
Carolina Wealth Advisors
South Carolina
$5K – – –
EL
1345
EMFO LLC
Florida
$5K – – –
SIS
1346
Sound Income Strategies
Florida
$5K – – –
VCM
1347
Vigilant Capital Management
Maine
$5K +$2.17K +36 +82%
BWP
1348
Baldwin Wealth Partners
Massachusetts
$5K +$4.83K +80 +667%
BC
1349
Barnett & Company
Tennessee
$4K – – –
EIP
1350
Ellis Investment Partners
Pennsylvania
$4K – – –
52 53
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55 56