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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
701
Rowland Carmichael Advisors
Arizona
$77K +$2.51K +64 +3%
PMFA
702
Plante Moran Financial Advisors
Michigan
$70K +$69.7K +1,776 New
WIM
703
Westside Investment Management
California
$60.1K – – –
BWA
704
Burt Wealth Advisors
Maryland
$60K – – –
RWM
705
Raffa Wealth Management
District of Columbia
$58.8K +$157 +4 +0.3%
IP
706
Intellectus Partners
California
$55K – – –
ML
707
McAdam LLC
Pennsylvania
$53K +$1.88K +48 +4%
TL
708
TrueWealth LLC
Georgia
$52K +$157 +4 +0.3%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$50K – – –
BWM
710
Baystate Wealth Management
Massachusetts
$50K +$157 +4 +0.3%
VNA
711
Valley National Advisers
Pennsylvania
$50K +$49.8K +1,268 New
BC
712
Barnett & Company
Tennessee
$47K – – –
SMG
713
Spectrum Management Group
Indiana
$47K – – –
LFA
714
Legacy Financial Advisors
Kentucky
$44K – – –
AWM
715
Aevitas Wealth Management
Massachusetts
$43K +$157 +4 +0.4%
AA
716
Apriem Advisors
California
$43K +$43.2K +1,100 New
OIA
717
Optimum Investment Advisors
Illinois
$40K +$471 +12 +1%
FWM
718
Focused Wealth Management
New York
$39K -$140K -3,572 -78%
MSA
719
Marino Stram & Associates
Massachusetts
$38K +$3.92K +100 +11%
LC
720
Landaas & Company
Wisconsin
$38K +$38.3K +976 New
TIM
721
Tortoise Investment Management
New York
$37K – – –
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$559K -14,252 -94%
FFC
723
First Financial Corp
Indiana
$33K -$15.2K -388 -32%
GWS
724
Glassman Wealth Services
Virginia
$32K – – –
PRS
725
Pinkerton Retirement Specialists
Idaho
$32K – – –
27 28
29
30 31