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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1826
Atlantic Edge Private Wealth Management
Florida
$58.6K – – –
WAS
1827
Winch Advisory Services
Wisconsin
$58.4K +$251 +4 +0.5%
CCA
1828
Criterion Capital Advisors
Tennessee
$55.7K – – –
FCG
1829
Financial Connections Group
California
$54K – – –
HBW
1830
Hazlett, Burt & Watson
West Virginia
$54K +$11.6K +184 +29%
DWA
1831
Dougherty Wealth Advisers
Minnesota
$52.8K – – –
USB
1832
Union Savings Bank
Connecticut
$51.7K – – –
HI
1833
Hoey Investments
Pennsylvania
$51.6K – – –
LI
1834
LRI Investments
Florida
$50.7K – – –
NIC
1835
Northwest Investment Counselors
Oregon
$50.7K +$48.2K +768 New
IIL
1836
Insight Inv LLC
California
$50.4K – – –
HDIM
1837
Hanson & Doremus Investment Management
Vermont
$50K – – –
PP
1838
PFS Partners
New Jersey
$48.6K +$251 +4 +0.5%
PWMA
1839
Pension & Wealth Management Advisors
Massachusetts
$48.3K – – –
GAG
1840
Goodman Advisory Group
Massachusetts
$48K +$4.27K +68 +10%
HF
1841
Halpern Financial
Virginia
$47.2K – – –
AWM
1842
Aberdeen Wealth Management
Illinois
$47K – – –
RPCA
1843
Running Point Capital Advisors
California
$47K – – –
PFA
1844
Pathway Financial Advisers
Indiana
$46.9K +$251 +4 +0.6%
RDFA
1845
Ritter Daniher Financial Advisory
Ohio
$46.2K – – –
RWA
1846
Redmont Wealth Advisors
Illinois
$43.8K +$24.9K +396 +148%
AWM
1847
Angeles Wealth Management
California
$43K – – –
MSG
1848
Main Street Group
Virginia
$42.2K – – –
EA
1849
Evolution Advisers
Virginia
$40K – – –
PBK
1850
Peoples Bank (Kansas)
Kansas
$39.6K – – –
72 73
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