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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
451
Zhang Financial
Michigan
$943K +$188K +4,588 +26%
NFG
452
Next Financial Group
Texas
$937K +$868K +21,220 +1,762%
BRWA
453
B. Riley Wealth Advisors
Florida
$934K -$88.9K -2,172 -9%
BWP
454
BSW Wealth Partners
Colorado
$934K – – –
FPS
455
Fieldpoint Private Securities
Connecticut
$933K +$4.91K +120 +0.5%
IWM
456
IHT Wealth Management
Illinois
$931K +$443K +10,816 +94%
BFO
457
Boston Family Office
Massachusetts
$924K +$32.7K +800 +4%
BPWA
458
Beacon Pointe Wealth Advisors
California
$924K +$907K +22,160 New
DIA
459
Dana Investment Advisors
Wisconsin
$918K +$50.4K +1,232 +6%
H
460
HoyleCohen
California
$918K +$258K +6,312 +40%
SFWC
461
Strategic Family Wealth Counselors
New Jersey
$917K – – –
FNBOO
462
First National Bank of Omaha
Nebraska
$914K +$29.5K +720 +3%
ESB
463
Essex Savings Bank
Connecticut
$909K +$255K +6,220 +40%
NWP
464
Northstar Wealth Partners
Connecticut
$902K -$14.7K -360 -2%
CFIA
465
Cantor Fitzgerald Investment Advisors
New York
$892K -$187K -4,568 -18%
PSG
466
Planning Solutions Group
Maryland
$886K +$45.5K +1,112 +6%
FC
467
Ferris Capital
Massachusetts
$871K – – –
PWM
468
Paulson Wealth Management
Illinois
$855K -$14.2K -348 -2%
CFMC
469
Curbstone Financial Management Corp
New Hampshire
$853K – – –
HT
470
Heritage Trust
Oklahoma
$836K – – –
PA
471
PFG Advisors
Arizona
$833K -$46.5K -1,136 -6%
HPC
472
HM Payson & Co
Maine
$830K +$813K +19,860 New
RTS
473
Round Table Services
New Jersey
$825K -$11.5K -280 -1%
HS
474
Horan Securities
United States
$822K -$5.02M -122,564 -86%
FCB
475
First Command Bank
Texas
$812K -$4.09K -100 -0.5%
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