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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1476
Provident Wealth Management
Tennessee
$65K – – –
PCA
1477
Providence Capital Advisors
North Carolina
$65K +$64.5K +1,100 New
MW
1478
Milestone Wealth
New York
$64K – – –
KFI
1479
Key Financial Inc
Pennsylvania
$64K +$12K +204 +24%
PMFA
1480
Plante Moran Financial Advisors
Michigan
$63K +$23.9K +408 +63%
NC
1481
NewSquare Capital
Pennsylvania
$63K +$62.4K +1,064 New
WTA
1482
Washington Trust Advisors
Massachusetts
$62K – – –
CIA
1483
Cascade Investment Advisors
Oregon
$60.8K -$8.21K -140 -12%
FPFS
1484
First Personal Financial Services
North Carolina
$60K – – –
PP
1485
PFS Partners
New Jersey
$59.5K +$235 +4 +0.4%
DAC
1486
Dividend Assets Capital
South Carolina
$59K – – –
FFA
1487
Freedman Financial Associates
Massachusetts
$58K – – –
CT
1488
Clearstead Trust
Maine
$55K -$91.3K -1,556 -63%
PPWM
1489
PFG Private Wealth Management
Florida
$55K -$19.7K -336 -26%
BCM
1490
Birch Capital Management
Texas
$55K – – –
IF
1491
Integrity Financial
Wyoming
$55K +$30.3K +516 +126%
QC
1492
Quent Capital
New York
$53K +$52.1K +888 New
BCPWM
1493
Bradley & Co Private Wealth Management
Florida
$52K – – –
FCG
1494
Financial Connections Group
California
$52K – – –
FC
1495
Family CFO
California
$51K – – –
WFA
1496
WestHill Financial Advisors
California
$50K – – –
ZIG
1497
Zullo Investment Group
Pennsylvania
$49K -$9.39K -160 -16%
JWA
1498
JFS Wealth Advisors
Pennsylvania
$49K +$35.2K +600 +263%
DWA
1499
Dougherty Wealth Advisers
Minnesota
$48K – – –
EA
1500
Evolution Advisers
Virginia
$48K – – –
58 59
60
61 62