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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
576
Next Financial Group
Texas
$405K +$409K +10,896 +1,329%
HWMG
577
Hurlow Wealth Management Group
Indiana
$403K +$404K +10,756 New
CBN
578
Cadence Bank NA
Texas
$401K +$225K +5,992 +107%
LFA
579
Landmark Financial Advisors
Kentucky
$400K – – –
BFA
580
Beaumont Financial Advisors
Massachusetts
$399K – – –
PWM
581
Patriot Wealth Management
Texas
$399K – – –
WLIM
582
White Lighthouse Investment Management
Massachusetts
$398K +$105K +2,792 +32%
BB
583
Busey Bank
Illinois
$394K – – –
SCA
584
STALEY CAPITAL ADVISERS
Pennsylvania
$392K -$114K -3,040 -21%
SWA
585
Stratos Wealth Advisors
Ohio
$389K +$423K +11,256 New
PCP
586
Proficio Capital Partners
Massachusetts
$386K +$283K +7,540 +207%
CL
587
Choreo LLC
Illinois
$384K +$19.7K +524 +5%
ANTB
588
AMG National Trust Bank
Colorado
$381K – – –
TC
589
Trust Company
Kansas
$381K – – –
WPSG
590
Wealth & Pension Services Group
Georgia
$381K +$414K +11,024 New
AF
591
Affiance Financial
Minnesota
$380K – – –
TCM
592
Tradewinds Capital Management
Washington
$378K -$107K -2,840 -21%
PV
593
Private Vista
Illinois
$376K – – –
SFWC
594
Strategic Family Wealth Counselors
New Jersey
$375K +$407K +10,852 New
BA
595
BKS Advisors
Michigan
$372K – – –
ACA
596
Atlas Capital Advisors
Wyoming
$371K +$188K +5,000 +87%
UB
597
UMB Bank
Missouri
$370K -$23.6K -628 -6%
BC
598
Brinker Capital
Pennsylvania
$366K +$17.7K +472 +5%
RIS
599
Retirement Income Solutions
Michigan
$365K – – –
LC
600
Lindbrook Capital
California
$364K +$396K +10,552 New
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