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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1526
Selective Wealth Management
Virginia
$28K +$14.6K +248 +111%
TCCM
1527
Timber Creek Capital Management
Massachusetts
$27K +$27K +460 New
COCM
1528
Charter Oak Capital Management
New Hampshire
$26K +$7.74K +132 +44%
AWM
1529
AllSquare Wealth Management
New York
$24K – – –
ANBT
1530
American National Bank & Trust
Texas
$24K – – –
AIA
1531
Armor Investment Advisors
North Carolina
$24K – – –
TIM
1532
Tortoise Investment Management
New York
$24K – – –
HBW
1533
Hazlett, Burt & Watson
West Virginia
$24K +$23.5K +400 New
FFWM
1534
Future Financial Wealth Management
Ohio
$23K – – –
EverSource Wealth Advisors
1535
EverSource Wealth Advisors
Alabama
$22K +$235 +4 +1%
CWM
1536
Curi Wealth Management
North Carolina
$21K – – –
AWM
1537
Aberdeen Wealth Management
Illinois
$20K +$19.9K +340 New
ASBI
1538
American State Bank (Iowa)
Iowa
$19.7K – – –
OHWP
1539
Oak Harbor Wealth Partners
North Carolina
$19K – – –
GWM
1540
Grand Wealth Management
Michigan
$18K – – –
SC
1541
Siena Capital
Ohio
$18K +$17.4K +296 New
RMC
1542
Resources Management Corp
Connecticut
$17K -$45.5K -776 -73%
CFN
1543
Cordasco Financial Network
Florida
$16K – – –
LFA
1544
Level Financial Advisors
New York
$16K – – –
CCA
1545
Column Capital Advisors
Indiana
$15K +$15.3K +260 New
DB
1546
Dravo Bay
Delaware
$15K +$14.8K +252 New
RTC
1547
Riverview Trust Company
Washington
$13K – – –
FWM
1548
Focused Wealth Management
New York
$12K – – –
HCM
1549
Highlander Capital Management
New Jersey
$12K – – –
LSA
1550
Lansing Street Advisors
Pennsylvania
$12K +$11.7K +200 New