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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
426
Ropes Wealth Advisors
Massachusetts
$1.05M -$15.4K -400 -2%
AAM
427
Aureus Asset Management
Massachusetts
$1.04M -$17.4K -452 -2%
CFIA
428
Cantor Fitzgerald Investment Advisors
New York
$1.04M +$5.69K +148 +0.6%
MA
429
Mutual Advisors
Nebraska
$1.02M +$46.5K +1,208 +5%
KAH
430
Kathryn A. Hall
$1.01M +$969K +25,200 New
ECG
431
Edge Capital Group
Georgia
$1M -$923 -24 -0.1%
BAS
432
Brown Advisory Securities
Maryland
$994K -$76.8K -1,996 -7%
AF
433
Advisornet Financial
Minnesota
$990K +$110K +2,852 +13%
CTC
434
Central Trust Company
Missouri
$990K +$126K +3,276 +15%
BRWA
435
B. Riley Wealth Advisors
Florida
$986K +$26.6K +692 +3%
WJA
436
Williams Jones & Associates
New York
$979K – – –
MSS
437
Mitchell Sinkler & Starr
Pennsylvania
$952K – – –
PWAC
438
Private Wealth Advisors (California)
California
$950K +$120K +3,116 +15%
IA
439
IFP Advisors
Florida
$943K -$2.1M -54,536 -70%
SWM
440
Stockman Wealth Management
Montana
$943K – – –
MFGP
441
Marshall Financial Group (Pennsylvania)
Pennsylvania
$929K -$48.6K -1,264 -5%
SFS
442
Sowell Financial Services
Arkansas
$928K -$349K -9,076 -28%
DACG
443
Donor Advised Charitable Giving
California
$928K +$888K +23,084 New
AA
444
Ancora Advisors
Ohio
$906K +$68.5K +1,780 +9%
BWP
445
BSW Wealth Partners
Colorado
$898K -$78.6K -2,044 -8%
FPS
446
Fieldpoint Private Securities
Connecticut
$892K -$83.2K -2,164 -9%
ONB
447
Old National Bancorp
Indiana
$885K -$82.3K -2,140 -9%
NWP
448
Northstar Wealth Partners
Connecticut
$882K +$42.3K +1,100 +5%
SFWC
449
Strategic Family Wealth Counselors
New Jersey
$882K +$427K +11,096 +102%
ECM
450
EagleClaw Capital Management
Massachusetts
$876K – – –
16 17
18
19 20