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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
351
New England Guild Wealth Advisors
Connecticut
$5.36M +$184K +3,040 +3%
TWM
352
TriaGen Wealth Management
California
$5.35M +$192K +3,180 +4%
SC
353
Sepio Capital
Utah
$5.3M -$147K -2,440 -3%
SC
354
Steph & Co
Wisconsin
$5.19M -$87.7K -1,452 -2%
BWM
355
BCGM Wealth Management
Indiana
$5.14M -$211K -3,488 -4%
SF
356
Summit Financial
New Jersey
$5.12M +$1.21M +20,104 +30%
SWM
357
Southern Wealth Management
Texas
$5.1M +$9.67K +160 +0.2%
SF
358
Synovus Financial
Georgia
$5.09M +$187K +3,100 +4%
4FG
359
4Thought Financial Group
New York
$5.08M -$405K -6,708 -7%
WA
360
Waverly Advisors
Alabama
$5.07M +$61.9K +1,024 +1%
CB
361
Commerce Bank
Missouri
$5.06M +$247K +4,084 +5%
HWA
362
Hilltop Wealth Advisors
North Carolina
$5.04M -$151K -2,496 -3%
SFG
363
Sage Financial Group
Pennsylvania
$5.03M -$39.2K -648 -0.8%
DY
364
Dowling & Yahnke
California
$5.01M +$1.1M +18,124 +27%
WFS
365
Weitzel Financial Services
Iowa
$5.01M -$51.2K -848 -1%
MOS
366
MGO One Seven
Ohio
$5.01M +$149K +2,468 +3%
PCM
367
Parsons Capital Management
Rhode Island
$4.95M -$149K -2,468 -3%
PP
368
PDS Planning
Ohio
$4.95M -$107K -1,776 -2%
MA
369
Mutual Advisors
Nebraska
$4.92M +$688K +11,384 +16%
PCFFS
370
Pacific Center for Financial Services
California
$4.89M -$345K -5,708 -6%
SWA
371
Stratos Wealth Advisors
Ohio
$4.85M -$6.32M -104,560 -56%
FUBT
372
First United Bank & Trust
Maryland
$4.81M +$24.2K +400 +0.5%
QCM
373
Quest Capital Management
Texas
$4.76M +$2.35M +38,864 +94%
MFIMFI
374
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.75M – – –
PSUF
375
People's United Financial
Connecticut
$4.74M -$20.1K -332 -0.4%
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