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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1451
Tortoise Investment Management
New York
$30K +$11K +204 +51%
AWM
1452
Atticus Wealth Management
Florida
$29K – – –
CNBTD
1453
Citizens National Bank Trust Department
Mississippi
$29K – – –
LDFR
1454
Lehman & Derafelo Financial Resources
Pennsylvania
$29K +$32K +592 New
OCM
1455
Orion Capital Management
California
$28K – – –
BCM
1456
Blume Capital Management
California
$27K – – –
AC
1457
Asio Capital
Kentucky
$25K – – –
MCF Advisors
1458
MCF Advisors
Kentucky
$25K – – –
AWM
1459
Abound Wealth Management
Tennessee
$24K – – –
CMP
1460
Coston McIsaac & Partners
Maine
$24K +$26.2K +484 New
LPP
1461
Life Planning Partners
Florida
$24K +$26.6K +492 New
HBW
1462
Hazlett, Burt & Watson
West Virginia
$23K +$3.24K +60 +15%
COCM
1463
Charter Oak Capital Management
New Hampshire
$21K – – –
EARNEST Partners
1464
EARNEST Partners
Georgia
$21K +$23.1K +428 New
AWM
1465
AllSquare Wealth Management
New York
$20K – – –
ANBT
1466
American National Bank & Trust
Texas
$20K – – –
AIA
1467
Armor Investment Advisors
North Carolina
$20K – – –
EK
1468
Evensky & Katz
Florida
$20K +$21.6K +400 New
AWM
1469
Aberdeen Wealth Management
Illinois
$17K – – –
CWM
1470
Curi Wealth Management
North Carolina
$17K +$216 +4 +1%
VCM
1471
Vigilant Capital Management
Maine
$17K +$19K +352 New
ASBI
1472
American State Bank (Iowa)
Iowa
$16.3K – – –
ARIS
1473
Advanced Research Investment Solutions
California
$16K -$10.8K -200 -38%
EverSource Wealth Advisors
1474
EverSource Wealth Advisors
Alabama
$16K -$3.03K -56 -15%
OHWP
1475
Oak Harbor Wealth Partners
North Carolina
$16K – – –