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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1926
Viewpoint Capital Management
Washington
$2.37K – – –
CMA
1927
Cedar Mountain Advisors
Oregon
$1.58K -$10.8K -172 -88%
LIS
1928
Legacy Investment Solutions
Idaho
$1.38K +$1.26K +20 New
LWMI
1929
Legacy Wealth Management (Idaho)
Idaho
$1.38K +$1.26K +20 New
GWM
1930
Grand Wealth Management
Michigan
$1.36K – – –
NA
1931
Nordwand Advisors
Pennsylvania
$1.32K – – –
YAL
1932
Your Advocates Ltd
Texas
$1.32K – – –
RF
1933
Robbins Farley
New Hampshire
$1.06K – – –
FCM
1934
Fourpath Capital Management
Oklahoma
$1.05K +$1K +16 New
SFA
1935
Semmax Financial Advisors
North Carolina
$563 – – –
EAM
1936
Eukles Asset Management
Ohio
$264 +$251 +4 New
OHWA
1937
Oak Hill Wealth Advisors
Virginia
– -$41.6M -662,708 Closed
SW
1938
SVB Wealth
Massachusetts
– -$4.96M -81,924 Closed
WCM
1939
Windham Capital Management
Massachusetts
– -$1.94M -31,976 Closed
3IP
1940
3Chopt Investment Partners
Virginia
– -$1.06M -17,472 Closed
IA
1941
IFG Advisory
Georgia
– -$992K -16,388 Closed
IAIM
1942
International Assets Investment Management
Florida
– -$808K -13,348 Closed
CCM
1943
Copeland Capital Management
Pennsylvania
– -$626K -10,336 Closed
MWA
1944
MN Wealth Advisors
Kansas
– -$575K -9,500 Closed
T
1945
TCWP
Ohio
– -$568K -9,380 Closed
TSS
1946
Two Sigma Securities
New York
– -$491K -8,108 Closed
PG
1947
Prostatis Group
Maryland
– -$442K -7,304 Closed
GS
1948
GTS Securities
Florida
– -$407K -6,720 Closed
WF
1949
Wayfinding Financial
Washington
– -$365K -6,020 Closed
HHRDM
1950
H&H Retirement Design & Management
Nevada
– -$373K -5,940 Closed
76 77
78
79 80