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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1926
Headlands Technologies
Illinois
– -$36.3K -624 Closed
ASBI
1927
American State Bank (Iowa)
Iowa
– -$32.8K -564 Closed
PCWA
1928
Pacific Capital Wealth Advisors
California
– -$24.7K -424 Closed
GWMIA
1929
Global Wealth Management Investment Advisory
Florida
– -$23.3K -400 Closed
RFA
1930
Resurgent Financial Advisors
Georgia
– -$20.7K -356 Closed
DAC
1931
Dividend Assets Capital
South Carolina
– -$19K -324 Closed
PWA
1932
Provenance Wealth Advisors
Florida
– -$15.1K -260 Closed
DCM
1933
Davidson Capital Management
Texas
– -$14.9K -256 Closed
FWM
1934
Focused Wealth Management
New York
– -$11.7K -200 Closed
AIP
1935
Ameritas Investment Partners
Nebraska
– -$11.2K -192 Closed
PAIM
1936
Punch & Associates Investment Management
Minnesota
– -$10.5K -180 Closed
LCOV
1937
London Company of Virginia
Virginia
– -$8.97K -156 Closed
PS
1938
Planned Solutions
California
– -$7.91K -136 Closed
LFA
1939
Livelsberger Financial Advisory
Ohio
– -$5.82K -100 Closed
KFS
1940
Kelly Financial Services
Massachusetts
– -$5.44K -92 Closed
UOTTAIMCU
1941
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$5.12K -88 Closed
AWM
1942
Able Wealth Management
New Jersey
– -$1.48K -24 Closed
CWA
1943
Carolina Wealth Advisors
South Carolina
– -$465 -8 Closed
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