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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
701
Brio Consultants
California
$301K +$1.5K +36 +0.5%
PG
702
Proffitt & Goodson
Tennessee
$299K – – –
MC
703
Mathes Company
New York
$297K – – –
ACM
704
Ategra Capital Management
Virginia
$296K -$158K -3,780 -35%
CFD
705
Creative Financial Designs
Indiana
$296K +$23.4K +560 +8%
PCS
706
Personal CFO Solutions
New Jersey
$295K +$294K +7,032 New
PWW
707
Pettyjohn Wood & White
Virginia
$294K -$3.68K -88 -1%
CAL
708
Capital Advisors Ltd
Ohio
$294K – – –
GHAM
709
Gilman Hill Asset Management
Connecticut
$294K – – –
SCA
710
Stokes Capital Advisors
South Carolina
$294K – – –
KWM
711
Kingsview Wealth Management
Oregon
$294K +$9.19K +220 +3%
VFA
712
Valeo Financial Advisors
Indiana
$289K +$17.9K +428 +7%
PSF
713
Pacific Sun Financial
California
$289K +$47.3K +1,132 +20%
GD
714
Grandfield & Dodd
New York
$287K – – –
BFO
715
Biltmore Family Office
North Carolina
$282K – – –
RVPG
716
Relative Value Partners Group
$281K +$669 +16 +0.2%
LCM
717
LVM Capital Management
Michigan
$275K +$19.7K +472 +8%
IA
718
IFG Advisory
Georgia
$274K -$2.17M -51,848 -89%
MCM
719
Mengis Capital Management
Oregon
$274K +$274K +6,552 New
MPW
720
MA Private Wealth
California
$273K -$34.4K -824 -11%
FLI
721
Family Legacy Inc
South Carolina
$273K -$32.9K -788 -11%
UAS
722
United Asset Strategies
New York
$270K -$22.7K -544 -8%
CL
723
CPWM LLC
Washington
$270K +$1.17K +28 +0.4%
SWA
724
Stratos Wealth Advisors
Ohio
$269K -$227K -5,436 -46%
AWA
725
ARS Wealth Advisors
Florida
$269K -$11K -264 -4%
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