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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1551
Lansing Street Advisors
Pennsylvania
$12K +$11.7K +200 New
AIP
1552
Ameritas Investment Partners
Nebraska
$11K – – –
YAL
1553
Your Advocates Ltd
Texas
$11K – – –
NL
1554
NVWM LLC
Pennsylvania
$10K – – –
RPCA
1555
Running Point Capital Advisors
California
$10K – – –
BWP
1556
Baldwin Wealth Partners
Massachusetts
$10K +$4.69K +80 +87%
CAM
1557
Costello Asset Management
Pennsylvania
$7K -$4.69K -80 -42%
CWA
1558
Carolina Wealth Advisors
South Carolina
$5K – – –
EL
1559
EMFO LLC
Florida
$5K – – –
EIP
1560
Ellis Investment Partners
Pennsylvania
$4K – – –
IRAG
1561
Investment Research & Advisory Group
Georgia
$4K – – –
MCM
1562
MV Capital Management
Maryland
$4K – – –
NFSG
1563
Newbridge Financial Services Group
Florida
$4K – – –
SIS
1564
Sound Income Strategies
Florida
$3K -$2.11K -36 -43%
APC
1565
Aspire Private Capital
North Carolina
$3K – – –
AIA
1566
Arcadia Investment Advisors
Idaho
$2.62K – – –
CMA
1567
Cedar Mountain Advisors
Oregon
$2K – – –
MHR
1568
Matthew Hamilton Rosenberg
$2K – – –
VCM
1569
Viewpoint Capital Management
Washington
$2K – – –
WBC
1570
West Branch Capital
Massachusetts
$2K – – –
WWP
1571
WR Wealth Planners
Missouri
$1.67K +$1.64K +28 New
SSG
1572
Summit Securities Group
New York
$1K +$704 +12 New
ONST
1573
Old North State Trust
North Carolina
$607 -$598K -10,196 -100%
WIM
1574
Westside Investment Management
California
$92 +$23.2K +396 +34%
CM
1575
Churchill Management
California
– -$204M -3,209,584 Closed
61 62
63
64 65