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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1501
Sound Income Strategies
Florida
$2K +$209 +4 +8%
ACM
1502
Absolute Capital Management
Pennsylvania
$1.75K +$1.88K +36 New
DCM
1503
Davidson Capital Management
Texas
$1K – – –
WIM
1504
Westside Investment Management
California
$67 – – –
FZCM
1505
Flynn Zito Capital Management
New York
– -$16.2M -328,432 Closed
CWA
1506
Choice Wealth Advisors
Maine
– -$10.7M -218,228 Closed
SLT
1507
St Louis Trust
Missouri
– -$6.18M -125,576 Closed
E
1508
Ergoteles
New York
– -$3.48M -70,640 Closed
VCM
1509
Virtue Capital Management
Tennessee
– -$2.46M -49,948 Closed
AIP
1510
Almanack Investment Partners
Pennsylvania
– -$2.17M -44,096 Closed
LGA
1511
Lebenthal Global Advisors
New York
– -$1.9M -38,632 Closed
ARC
1512
Advisor Resource Council
Texas
– -$1.86M -37,780 Closed
FHC
1513
First Heartland Consultants
Missouri
– -$1.67M -33,884 Closed
LWMG
1514
Levy Wealth Management Group
Pennsylvania
– -$1.59M -32,236 Closed
Janus Henderson Group
1515
Janus Henderson Group
– -$1.19M -24,128 Closed
ACM
1516
AlphaStar Capital Management
North Carolina
– -$1.06M -21,616 Closed
JCM
1517
J2 Capital Management
Michigan
– -$1.02M -20,656 Closed
BA
1518
Bridgewater Advisors
New York
– -$1.01M -20,612 Closed
CBN
1519
Cadence Bank NA
Texas
– -$894K -18,156 Closed
KCM
1520
Karp Capital Management
California
– -$854K -17,344 Closed
EFSCE
1521
Enterprise Financial Services Corp (EFSC)
Missouri
– -$807K -16,396 Closed
AIA
1522
Acute Investment Advisory
Arizona
– -$780K -15,844 Closed
DFA
1523
DHK Financial Advisors
New Hampshire
– -$675K -13,712 Closed
Welch Group
1524
Welch Group
Alabama
– -$569K -11,560 Closed
GAM
1525
Gould Asset Management
California
– -$480K -9,744 Closed