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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
526
Benchmark Wealth Management
Connecticut
$5.67M +$13.3K +196 +0.2%
RPGK
527
Retirement Planning Group (Kansas)
Kansas
$5.62M -$2.46M -36,284 -30%
DC
528
Davenport & Co
Virginia
$5.58M -$58.9K -868 -1%
JSC
529
Jackson Square Capital
California
$5.58M +$3.06M +45,076 +114%
SIA
530
Strategic Investment Advisors
Michigan
$5.55M +$421K +6,196 +8%
PWM
531
Perigon Wealth Management
California
$5.52M +$132K +1,940 +2%
RF
532
Robinswood Financial
Washington
$5.48M -$32.3K -476 -0.6%
WMA
533
William Mack & Associates
Michigan
$5.48M +$5.63M +82,916 New
BCM
534
Beaumont Capital Management
Massachusetts
$5.47M – – –
CA
535
Continuum Advisory
Idaho
$5.47M +$27.4K +404 +0.5%
ACM
536
Advisors Capital Management
New Jersey
$5.45M +$8.69K +128 +0.2%
ST
537
Spinnaker Trust
Maine
$5.45M +$47.8K +704 +0.9%
CFG
538
Clayton Financial Group
Missouri
$5.45M +$162K +2,388 +3%
CWM
539
Centurion Wealth Management
Virginia
$5.42M +$14.1K +208 +0.3%
DWP
540
Destiny Wealth Partners
Florida
$5.42M +$116K +1,708 +2%
RWM
541
Refined Wealth Management
Utah
$5.41M -$38K -560 -0.7%
FA
542
FDx Advisors
Illinois
$5.36M +$3.1M +45,684 +129%
KCM
543
Kendall Capital Management
Maryland
$5.29M – – –
BCWM
544
Bartlett & Co Wealth Management
Ohio
$5.29M -$191K -2,820 -3%
CA
545
Clune & Associates
Illinois
$5.28M +$5.43M +80,032 New
CWM
546
Calamos Wealth Management
Illinois
$5.28M +$5.7K +84 +0.1%
OSAM
547
O'Shaughnessy Asset Management
Connecticut
$5.28M +$2.14M +31,480 +65%
RWIA
548
Roger Wittlin Investment Advisory
California
$5.22M +$23.6K +348 +0.4%
SMA
549
Sage Mountain Advisors
Georgia
$5.21M +$486K +7,156 +10%
RA
550
RFG Advisory
Alabama
$5.21M -$325K -4,780 -6%
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