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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
226
CIBC Bank USA
Illinois
$3.44M +$276K +7,340 +8%
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$3.41M +$2.64M +70,276 +248%
OFW
228
Omnia Family Wealth
Florida
$3.38M -$192K -5,104 -5%
RCG
229
Ruggie Capital Group
Florida
$3.37M -$2.46M -65,464 -40%
BDF
230
Black Diamond Financial
Maryland
$3.37M +$3.25M +86,588 New
AWM
231
Aries Wealth Management
Maine
$3.36M +$360K +9,596 +11%
BWA
232
BDO Wealth Advisors
Florida
$3.36M +$2.47M +65,720 +209%
SFA
233
Sequoia Financial Advisors
Ohio
$3.33M -$497K -13,244 -12%
GWM
234
Geneos Wealth Management
Colorado
$3.33M +$465K +12,380 +15%
LWAC
235
Laurel Wealth Advisors (California)
California
$3.28M +$129K +3,444 +4%
SCA
236
Stillwater Capital Advisors
Pennsylvania
$3.25M +$1.67M +44,356 +89%
RPC
237
Rossmore Private Capital
Connecticut
$3.24M +$126K +3,352 +4%
CA
238
Cornerstone Advisory
Maryland
$3.22M -$175K -4,672 -5%
WA
239
Waverly Advisors
Alabama
$3.17M -$1.58M -42,208 -31%
PCM
240
Parsons Capital Management
Rhode Island
$3.17M +$30.8K +820 +0.9%
CWM
241
Connecticut Wealth Management
Connecticut
$3.14M -$81.8K -2,180 -2%
FFA
242
First Foundation Advisors
California
$3.09M – – –
A
243
AdvicePeriod
California
$3.09M +$978K +26,040 +41%
HAC
244
Harbor Advisory Corp
New Hampshire
$3.06M -$21K -560 -0.6%
NA
245
NewEdge Advisors
Louisiana
$3.06M +$1.6M +42,616 +93%
RJT
246
Raymond James Trust
Florida
$3.04M +$118K +3,140 +4%
WCG
247
Wall Capital Group
Arizona
$3.03M – – –
MCWS
248
McKinley Carter Wealth Services
West Virginia
$3.02M -$652K -17,364 -17%
BFS
249
Bradley Foster & Sargent
Connecticut
$3M – – –
MWC
250
MBM Wealth Consultants
Missouri
$3M +$3.26M +86,920 New
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