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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1351
MV Capital Management
Maryland
$4K +$4.35K +72 New
APC
1352
Aspire Private Capital
North Carolina
$3K – – –
AIA
1353
Arcadia Investment Advisors
Idaho
$2.6K – – –
WBC
1354
West Branch Capital
Massachusetts
$2K – – –
MHR
1355
Matthew Hamilton Rosenberg
$2K +$2.42K +40 New
GWMIA
1356
Global Wealth Management Investment Advisory
Florida
$1K +$1.21K +20 New
WIM
1357
Westside Investment Management
California
$52 – – –
EWA
1358
Exencial Wealth Advisors
Oklahoma
– -$7.98M -134,416 Closed
JWCA
1359
J.W. Cole Advisors
Florida
– -$3.93M -66,296 Closed
IC
1360
Inscription Capital
Texas
– -$2.25M -37,996 Closed
TRCT
1361
Tower Research Capital (TRC)
New York
– -$1.49M -25,092 Closed
CGIM
1362
Cannon Global Investment Management
Florida
– -$1.4M -23,600 Closed
HR
1363
Hayden Royal
North Carolina
– -$893K -15,044 Closed
PCIA
1364
Prime Capital Investment Advisors
Kansas
– -$669K -11,280 Closed
BFM
1365
Boothbay Fund Management
New York
– -$618K -10,412 Closed
GWM
1366
GSB Wealth Management
Connecticut
– -$605K -10,192 Closed
YIH
1367
Y-Intercept (HK)
Hong Kong
– -$574K -9,680 Closed
IDA
1368
Intelligence Driven Advisers
California
– -$570K -9,608 Closed
LGA
1369
Lebenthal Global Advisors
New York
– -$560K -9,448 Closed
CC
1370
Claybrook Capital
Massachusetts
– -$512K -8,628 Closed
VWM
1371
Venturi Wealth Management
Texas
– -$315K -5,308 Closed
WP
1372
WealthShield Partners
North Carolina
– -$284K -4,784 Closed
AP
1373
Advisor Partners
California
– -$266K -4,488 Closed
PFA
1374
Plotkin Financial Advisors
Maryland
– -$262K -4,412 Closed
MAM
1375
McLean Asset Management
Virginia
– -$251K -4,304 Closed
52 53 54
55
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