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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
526
Partners in Financial Planning
Virginia
$3.42M +$3.98K +76 +0.1%
BTI
527
Blue Trust Inc
Georgia
$3.42M +$19.5K +372 +0.6%
HI
528
Harbour Investments
Wisconsin
$3.42M -$150K -2,864 -4%
HIM
529
Hanlon Investment Management
New Jersey
$3.4M +$3.24M +61,808 New
OFW
530
Omnia Family Wealth
Florida
$3.39M -$839 -16 -0%
DI
531
DAGCO Inc
Ohio
$3.39M +$795K +15,168 +33%
GCA
532
Gradient Capital Advisors
California
$3.38M +$6.08K +116 +0.2%
ES
533
Eagle Strategies
New York
$3.38M +$125K +2,388 +4%
WFA
534
Websterrogers Financial Advisors
South Carolina
$3.37M -$603K -11,504 -16%
MI
535
Moneywise Inc
Virginia
$3.36M -$165K -3,156 -5%
EWM
536
Evercore Wealth Management
New York
$3.33M – – –
SSWM
537
Sheets Smith Wealth Management
North Carolina
$3.31M +$1.08M +20,588 +52%
ACM
538
Advisors Capital Management
New Jersey
$3.3M +$62.1K +1,184 +2%
SFA
539
Sequoia Financial Advisors
Ohio
$3.3M -$980K -18,700 -24%
SAM
540
S.A. Mason
Michigan
$3.3M – – –
SAM
541
Secure Asset Management
Michigan
$3.29M +$2.31M +44,028 +279%
MOS
542
MGO One Seven
Ohio
$3.29M -$129K -2,452 -4%
BWM
543
Benchmark Wealth Management
Connecticut
$3.28M +$238K +4,536 +8%
WMG
544
WESCAP Management Group
California
$3.26M -$84.7K -1,616 -3%
CAM
545
CPA Asset Management
Florida
$3.23M +$100K +1,908 +3%
KIA
546
KCM Investment Advisors
California
$3.23M -$78.2K -1,492 -2%
MA
547
Modus Advisors
Minnesota
$3.21M -$20.1K -384 -0.7%
FTS
548
Fifth Third Securities
Ohio
$3.18M -$133K -2,532 -4%
RIA
549
Regal Investment Advisors
Michigan
$3.15M +$102K +1,940 +4%
DWM
550
Drive Wealth Management
Utah
$3.14M +$2.13M +40,720 +250%
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