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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1526
American National Bank & Trust
Texas
$26K +$16.3K +260 +181%
IF
1527
Integrity Financial
Wyoming
$26K +$25.6K +408 New
AWM
1528
AllSquare Wealth Management
New York
$25K – – –
AIA
1529
Armor Investment Advisors
North Carolina
$25K – – –
TIM
1530
Tortoise Investment Management
New York
$25K – – –
EWA
1531
EverSource Wealth Advisors
Alabama
$24K +$23.1K +368 New
FFWM
1532
Future Financial Wealth Management
Ohio
$24K +$23.8K +380 New
PIP
1533
Peachtree Investment Partners
Florida
$24K +$24.1K +384 New
CWM
1534
Curi Wealth Management
North Carolina
$22K +$22.1K +352 New
ASBI
1535
American State Bank (Iowa)
Iowa
$21.1K – – –
OHWP
1536
Oak Harbor Wealth Partners
North Carolina
$21K +$20.3K +324 New
COCM
1537
Charter Oak Capital Management
New Hampshire
$19K +$7.02K +112 +60%
GWM
1538
Grand Wealth Management
Michigan
$19K +$19.1K +304 New
CFN
1539
Cordasco Financial Network
Florida
$18K – – –
LFA
1540
Level Financial Advisors
New York
$17K +$17.1K +272 New
SFC
1541
SYM Financial Corp
Indiana
$16K -$7.27K -116 -31%
JWA
1542
JFS Wealth Advisors
Pennsylvania
$15K -$10K -160 -41%
RTC
1543
Riverview Trust Company
Washington
$14K – – –
SWM
1544
Selective Wealth Management
Virginia
$14K – – –
BFC
1545
Bedel Financial Consulting
Indiana
$13K – – –
FWM
1546
Focused Wealth Management
New York
$13K – – –
HCM
1547
Highlander Capital Management
New Jersey
$13K – – –
MCC
1548
Money Concepts Capital
Florida
$13K +$12.5K +200 New
CAM
1549
Costello Asset Management
Pennsylvania
$12K – – –
IPW
1550
IronBridge Private Wealth
Texas
$12K – – –
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