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Vanguard Morningstar Mid-Cap ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2051
CNB Bank
Pennsylvania
$30.5K – – –
RMC
2052
Resources Management Corp
Connecticut
$30K – – –
AWM
2053
AllSquare Wealth Management
New York
$28.4K – – –
AIA
2054
Armor Investment Advisors
North Carolina
$27.2K – – –
HT
2055
Headlands Technologies
Illinois
$26.9K +$27.9K +416 New
VCM
2056
Versant Capital Management
Arizona
$24.3K – – –
RCM
2057
Raleigh Capital Management
North Carolina
$23.4K -$13.7K -204 -36%
NRC
2058
New Republic Capital
North Carolina
$23K – – –
TH
2059
TCTC Holdings
Texas
$22.8K – – –
SFA
2060
Semmax Financial Advisors
North Carolina
$22.3K +$22.3K +332 +4,150%
OP
2061
ORG Partners
Indiana
$22.2K -$11K -164 -33%
SHF
2062
Safe Harbor Fiduciary
Florida
$21.2K +$22K +328 New
VNIM
2063
Vaughan Nelson Investment Management
Texas
$21K – – –
APW
2064
Aventura Private Wealth
Florida
$20.4K – – –
CFO
2065
Colony Family Offices
North Carolina
$20.4K – – –
T
2066
Tidemark
California
$18.1K -$8.59K -128 -31%
RP
2067
Rice Partnership
Hawaii
$18.1K +$18.8K +280 New
SWIM
2068
Smallwood Wealth Investment Management
New Jersey
$17.3K +$18K +268 New
HHGA
2069
Halbert Hargrove Global Advisors
California
$17.2K – – –
HWM
2070
HighMark Wealth Management
Minnesota
$16.8K – – –
SIC
2071
SJS Investment Consulting
Ohio
$16.3K – – –
PA
2072
PSI Advisors
Florida
$16.3K -$8.05K -120 -32%
MBFW
2073
Morton Brown Family Wealth
Pennsylvania
$16.3K – – –
SCA
2074
Stuart Chaussee & Associates
California
$16.2K – – –
BI
2075
Binnacle Investments
Iowa
$15.8K +$16.4K +244 New
81 82
83
84 85