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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1401
Financial Advantage
Maryland
$51K – – –
PWM
1402
Provident Wealth Management
Tennessee
$51K – – –
HI
1403
Hudock Inc
Pennsylvania
$50K +$14.4K +276 +35%
JWA
1404
JFS Wealth Advisors
Pennsylvania
$49K +$12.8K +244 +31%
PP
1405
PFS Partners
New Jersey
$47.4K +$209 +4 +0.4%
Kayne Anderson Rudnick Investment Management
1406
Kayne Anderson Rudnick Investment Management
California
$47K -$126K -2,420 -71%
RG
1407
Retirement Group
California
$47K -$47.5K -908 -47%
LWP
1408
Laurel Wealth Planning
Minnesota
$47K – – –
MW
1409
Milestone Wealth
New York
$47K – – –
HF
1410
Halpern Financial
Virginia
$44.4K +$11.7K +224 +31%
EC
1411
EdgeRock Capital
Colorado
$44K +$48.5K +928 New
JMF
1412
Johnson Midwest Financial
Iowa
$42K +$46.8K +896 New
BCPWM
1413
Bradley & Co Private Wealth Management
Florida
$41K – – –
FC
1414
Family CFO
California
$40.6K – – –
WFA
1415
WestHill Financial Advisors
California
$40K – – –
ZIG
1416
Zullo Investment Group
Pennsylvania
$39K – – –
DWA
1417
Dougherty Wealth Advisers
Minnesota
$38K – – –
EA
1418
Evolution Advisers
Virginia
$38K – – –
MIM
1419
MTM Investment Management
South Carolina
$37K – – –
BCM
1420
Birch Capital Management
Texas
$36.7K -$7.32K -140 -15%
IIL
1421
Insight Inv LLC
California
$36K – – –
HDIM
1422
Hanson & Doremus Investment Management
Vermont
$35K – – –
BA
1423
Ballast Advisors
Minnesota
$34K – – –
GAG
1424
Goodman Advisory Group
Massachusetts
$31K – – –
IWP
1425
IAG Wealth Partners
Wisconsin
$31K +$2.51K +48 +8%