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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
601
Edge Capital Group
Georgia
$1.52M -$169K -3,112 -10%
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$248K +4,568 +20%
BUB
603
BBVA USA Bancshares
Texas
$1.5M -$158K -2,920 -10%
KWM
604
Kingsview Wealth Management
Oregon
$1.5M +$722K +13,304 +99%
PD
605
Planning Directions
Pennsylvania
$1.48M -$38.4K -708 -3%
AIFAIM
606
American Institute for Advanced Investment Management
Arizona
$1.48M +$76.2K +1,404 +6%
SQA
607
Simon Quick Advisors
New Jersey
$1.48M +$26.7K +492 +2%
ACA
608
Affinity Capital Advisors
California
$1.47M -$109K -2,016 -7%
FPS
609
Fieldpoint Private Securities
Connecticut
$1.46M -$370K -6,812 -21%
NFP
610
Novak Financial Planning
Maryland
$1.45M +$25K +460 +2%
GCP
611
Gill Capital Partners
Colorado
$1.45M +$512K +9,432 +56%
PG
612
Proffitt & Goodson
Tennessee
$1.44M -$67.7K -1,248 -5%
DWT
613
Dorsey & Whitney Trust
South Dakota
$1.42M -$4.34K -80 -0.3%
CFSG
614
Community Financial Services Group
Vermont
$1.42M +$84K +1,548 +6%
LCC
615
Lincoln Capital Corp
Rhode Island
$1.41M -$59.7K -1,100 -4%
MF
616
Montis Financial
Massachusetts
$1.41M -$2.6K -48 -0.2%
SS
617
Simplicity Solutions
Minnesota
$1.41M -$5.79M -106,664 -81%
CCG
618
Chatham Capital Group
Georgia
$1.4M +$86.8K +1,600 +7%
HWMG
619
Hurlow Wealth Management Group
Indiana
$1.4M – – –
TFCP
620
Twin Focus Capital Partners
Massachusetts
$1.39M – – –
B
621
Bridgeworth
Alabama
$1.39M -$77.1K -1,420 -5%
DWP
622
Destiny Wealth Partners
Florida
$1.38M -$11.9K -220 -0.9%
SSWM
623
Sheets Smith Wealth Management
North Carolina
$1.38M +$3.26K +60 +0.2%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$1.38M +$697K +12,844 +107%
PGA
625
Portland Global Advisors
Maine
$1.37M – – –
23 24
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