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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
376
Bartlett & Co Wealth Management
Ohio
$6.06M +$172K +2,748 +3%
BJL
377
Brighton Jones LLC
Washington
$6M +$175K +2,788 +3%
RW
378
REDW Wealth
New Mexico
$5.96M -$183K -2,912 -3%
MWM
379
MorganRosel Wealth Management
Colorado
$5.96M +$92K +1,468 +2%
FPIS
380
Financial Planning & Information Services
Wisconsin
$5.95M +$66.7K +1,064 +1%
LIG
381
Lokken Investment Group
Delaware
$5.9M -$13.3K -212 -0.2%
FMC
382
First Merchants Corp
Indiana
$5.87M +$62.7K +1,000 +1%
TWM
383
TriaGen Wealth Management
California
$5.84M +$83.2K +1,328 +1%
HHRDM
384
H&H Retirement Design & Management
Nevada
$5.81M +$6.41M +102,272 New
NEGWA
385
New England Guild Wealth Advisors
Connecticut
$5.79M +$21.8K +348 +0.4%
TCBWMS
386
Texas Capital Bank Wealth Management Services
Texas
$5.78M -$33.1K -528 -0.6%
MIAN
387
Mariner Independent Advisor Network
Kansas
$5.76M -$835K -13,328 -13%
AC
388
Anson Capital
Georgia
$5.74M +$6.08M +97,016 New
HI
389
Harbour Investments
Wisconsin
$5.71M -$2.79M -44,472 -33%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$5.62M +$698K +11,140 +14%
CB
391
Commerce Bank
Missouri
$5.6M +$154K +2,452 +3%
SC
392
Steph & Co
Wisconsin
$5.6M +$13.8K +220 +0.3%
JWCA
393
J.W. Cole Advisors
Florida
$5.53M +$5.45M +86,868 New
SF
394
Synovus Financial
Georgia
$5.5M +$23.6K +376 +0.4%
4FG
395
4Thought Financial Group
New York
$5.41M -$59.7K -952 -1%
PCM
396
Parsons Capital Management
Rhode Island
$5.35M +$25.3K +404 +0.5%
WFS
397
Weitzel Financial Services
Iowa
$5.34M +$14.3K +228 +0.3%
SFG
398
Sage Financial Group
Pennsylvania
$5.34M -$79K -1,260 -1%
HWA
399
Hilltop Wealth Advisors
North Carolina
$5.32M -$100K -1,600 -2%
MOS
400
MGO One Seven
Ohio
$5.3M +$236K +3,760 +5%
14 15
16
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