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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
401
Prospera Financial Services
Texas
$1.87M +$74.5K +1,736 +4%
RWG
402
Regal Wealth Group
California
$1.87M – – –
GCA
403
Gradient Capital Advisors
California
$1.85M -$16.7K -388 -0.9%
I
404
IberiaBank
Louisiana
$1.85M -$213K -4,968 -11%
BFG
405
Beacon Financial Group
Texas
$1.84M +$543K +12,640 +44%
AA
406
Ancora Advisors
Ohio
$1.81M +$1M +23,296 +134%
IWM
407
IHT Wealth Management
Illinois
$1.81M +$268K +6,252 +18%
CCMD
408
Cypress Capital Management (Delaware)
Delaware
$1.8M -$18.9K -440 -1%
MWM
409
Modera Wealth Management
New Jersey
$1.79M -$57.2K -1,332 -3%
BZWA
410
Blue Zone Wealth Advisors
California
$1.78M +$1.72M +40,012 New
MFW
411
Mosaic Family Wealth
Missouri
$1.77M -$7.04K -164 -0.4%
CDH
412
Charles D. Hyman
$1.77M – – –
CCM
413
Coldstream Capital Management
Washington
$1.77M -$372K -8,656 -18%
CBFP
414
Cedar Brook Financial Partners
Ohio
$1.76M +$263K +6,124 +18%
SAG
415
Spotlight Asset Group
Illinois
$1.75M +$2.07M +48,252 New
KAH
416
Kathryn A. Hall
$1.75M – – –
LWMM
417
Legacy Wealth Management (Mississippi)
Mississippi
$1.74M +$1.67M +39,000 New
GJIC
418
Gamble Jones Investment Counsel
California
$1.74M -$83.8K -1,952 -5%
22CM
419
20/20 Capital Management
California
$1.73M +$1.62M +37,720 New
CCM
420
Cribstone Capital Management
Maine
$1.71M -$443K -10,308 -21%
CFS
421
CRA Financial Services
New Jersey
$1.68M -$8.93K -208 -0.5%
BFG
422
Barber Financial Group
Kansas
$1.67M -$1.55K -36 -0.1%
DIA
423
Dana Investment Advisors
Wisconsin
$1.65M +$459K +10,692 +41%
WS
424
Wedbush Securities
California
$1.65M -$23.4K -544 -1%
CTA
425
Chesley Taft & Associates
Illinois
$1.65M – – –
15 16
17
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