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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
526
Doyle Wealth Management
Florida
$487K +$3.45K +92 +0.7%
CFSG
527
Community Financial Services Group
Vermont
$485K +$5.41K +144 +1%
WP
528
WealthShield Partners
North Carolina
$484K -$11.3K -300 -2%
TF
529
Tompkins Financial
New York
$484K -$4.21K -112 -0.8%
OBWP
530
O'Brien Wealth Partners
Massachusetts
$481K -$88K -2,344 -15%
BIM
531
Baldwin Investment Management
Pennsylvania
$480K +$8.71K +232 +2%
IWC
532
Integrated Wealth Concepts
Massachusetts
$480K +$107K +2,840 +26%
LPIC
533
LeJeune Puetz Investment Counsel
Michigan
$477K – – –
SNBOSD
534
Security National Bank of So Dak
Iowa
$476K – – –
TA
535
Trellis Advisors
Washington
$474K – – –
CCG
536
Chatham Capital Group
Georgia
$473K – – –
LNB
537
Ledyard National Bank
$472K -$57.1K -1,520 -10%
CBFP
538
Cedar Brook Financial Partners
Ohio
$472K +$513K +13,668 New
AWA
539
Arete Wealth Advisors
Illinois
$469K -$5.11K -136 -1%
IF
540
Ironwood Financial
Arizona
$469K – – –
CAI
541
Capital Advisors Inc
Oklahoma
$468K +$509K +13,560 New
EFL
542
ERn Financial LLC
Wisconsin
$463K +$504K +13,412 New
PFM
543
Parsec Financial Management
North Carolina
$462K – – –
CPO
544
Cerity Partners OCIO
New York
$461K +$18.3K +488 +4%
SWM
545
SigFig Wealth Management
California
$460K +$505K +13,456 New
OC
546
Oakworth Capital
Alabama
$457K – – –
MMPW
547
Mitchell McLeod Pugh & Williams
Alabama
$455K -$1.8K -48 -0.4%
ACM
548
AlphaStar Capital Management
North Carolina
$454K -$801K -21,324 -62%
WA
549
Wealth Architects
California
$449K – – –
TSWM
550
Triangle Securities Wealth Management
North Carolina
$448K +$487K +12,960 New
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