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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1626
Angeles Wealth Management
California
$9.58K +$10.1K +184 New
PAIM
1627
Punch & Associates Investment Management
Minnesota
$9.37K -$113K -2,052 -92%
YAL
1628
Your Advocates Ltd
Texas
$9.37K +$9.87K +180 New
HMS
1629
Hanseatic Management Services
New Mexico
$8.95K +$1.32K +24 +16%
RAM
1630
Riggs Asset Management
Pennsylvania
$8.33K – – –
VWM
1631
Valley Wealth Managers
New Jersey
$8.33K – – –
KFS
1632
Kelly Financial Services
Massachusetts
$7.15K -$219 -4 -3%
TFA
1633
Transamerica Financial Advisors
Florida
$7K – – –
CBT
1634
Central Bank & Trust
Kentucky
$5.62K – – –
CFS
1635
CGC Financial Services
Oregon
$5.21K – – –
BWP
1636
Baldwin Wealth Partners
Massachusetts
$4.79K – – –
EL
1637
EMFO LLC
Florida
$4.58K – – –
APW
1638
Atlantic Private Wealth
North Carolina
$4.17K +$4.39K +80 New
ICM
1639
Intrepid Capital Management
Florida
$3.96K – – –
MCM
1640
MV Capital Management
Maryland
$3.75K – – –
AA
1641
AlphaMark Advisors
Kentucky
$3K – – –
APC
1642
Aspire Private Capital
North Carolina
$2.71K – – –
AIA
1643
Arcadia Investment Advisors
Idaho
$2.29K – – –
WBC
1644
West Branch Capital
Massachusetts
$2.08K – – –
GWM
1645
Grand Wealth Management
Michigan
$1.91K -$5.92K -108 -75%
VCM
1646
Viewpoint Capital Management
Washington
$1.87K – – –
WWP
1647
WR Wealth Planners
Missouri
$1.46K – – –
FWA
1648
FSC Wealth Advisors
New York
$1.25K +$1.32K +24 New
NA
1649
Nordwand Advisors
Pennsylvania
$1.04K – – –
MIM
1650
Macroview Investment Management
Maryland
$630 – – –