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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1476
PSI Advisors
Florida
$73K – – –
GI
1477
Gradient Investments
Minnesota
$73K +$32.1K +512 +81%
TF
1478
TimeScale Financial
Massachusetts
$71K -$8.27K -132 -11%
FA
1479
Financial Advantage
Maryland
$70K – – –
PWM
1480
Provident Wealth Management
Tennessee
$70K – – –
ZB
1481
Zions Bancorporation
Utah
$70K – – –
RMC
1482
Resources Management Corp
Connecticut
$68K +$752 +12 +1%
TWP
1483
TFO Wealth Partners
Ohio
$67K +$67.5K +1,076 New
WTA
1484
Washington Trust Advisors
Massachusetts
$66K +$65.2K +1,040 New
FPFS
1485
First Personal Financial Services
North Carolina
$65K – – –
DAC
1486
Dividend Assets Capital
South Carolina
$64K – – –
MW
1487
Milestone Wealth
New York
$64K +$62.9K +1,004 New
PP
1488
PFS Partners
New Jersey
$63.5K +$62.4K +996 New
ZIG
1489
Zullo Investment Group
Pennsylvania
$63K +$61.9K +988 New
FFA
1490
Freedman Financial Associates
Massachusetts
$61K – – –
BCM
1491
Birch Capital Management
Texas
$59K – – –
BCPWM
1492
Bradley & Co Private Wealth Management
Florida
$56K – – –
FCG
1493
Financial Connections Group
California
$56K +$55.7K +888 New
KCM
1494
KRS Capital Management
Michigan
$56K +$55.7K +888 New
KFI
1495
Key Financial Inc
Pennsylvania
$55K – – –
FC
1496
Family CFO
California
$55K +$54.2K +864 New
WFA
1497
WestHill Financial Advisors
California
$54K – – –
ARIS
1498
Advanced Research Investment Solutions
California
$53K +$12.5K +200 +31%
DWA
1499
Dougherty Wealth Advisers
Minnesota
$51K – – –
CWP
1500
Concord Wealth Partners
Virginia
$51K +$42.4K +676 +545%
58 59
60
61 62