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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1501
Founders Capital Management (Texas)
Texas
$64K – – –
MFC
1502
Morris Financial Concepts
South Carolina
$63K -$1.28K -24 -2%
MCA
1503
Maryland Capital Advisors
Maryland
$62.6K – – –
CWP
1504
Concord Wealth Partners
Virginia
$61.6K -$8.09K -152 -12%
CIA
1505
Cape Investment Advisory
Georgia
$61.1K +$61.7K +1,160 New
BCM
1506
Birch Capital Management
Texas
$59.7K – – –
FC
1507
Family CFO
California
$59.7K – – –
TF
1508
TimeScale Financial
Massachusetts
$59.1K +$426 +8 +0.7%
PCA
1509
Providence Capital Advisors
North Carolina
$58K – – –
M
1510
MOTCO
Texas
$54.6K -$51.7K -972 -48%
JWA
1511
JFS Wealth Advisors
Pennsylvania
$54.3K – – –
CIA
1512
Cascade Investment Advisors
Oregon
$53.9K +$54.5K +1,024 New
PP
1513
PFS Partners
New Jersey
$53.6K +$213 +4 +0.4%
SS
1514
Sunbelt Securities
Texas
$50.2K +$51.5K +968 New
PWMA
1515
Pension & Wealth Management Advisors
Massachusetts
$48.7K – – –
CFO
1516
CVA Family Office
Colorado
$48.3K +$19.4K +364 +66%
SCA
1517
Stonebridge Capital Advisors
Minnesota
$48.3K -$225K -4,236 -82%
GI
1518
Gradient Investments
Minnesota
$47.9K – – –
PCM
1519
Perritt Capital Management
Illinois
$47.5K – – –
JMF
1520
Johnson Midwest Financial
Iowa
$47.2K – – –
BCPWM
1521
Bradley & Co Private Wealth Management
Florida
$46.4K – – –
RPCA
1522
Running Point Capital Advisors
California
$46.2K +$37.9K +712 +434%
WAS
1523
Winch Advisory Services
Wisconsin
$46K +$213 +4 +0.5%
DF
1524
DecisionPoint Financial
Arizona
$45.8K – – –
WTA
1525
Washington Trust Advisors
Massachusetts
$44.9K -$10.2K -192 -18%
59 60
61
62 63