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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
776
Burt Wealth Advisors
Maryland
$53K – – –
RWM
777
Raffa Wealth Management
District of Columbia
$52K – – –
NWM
778
Northwest Wealth Management
Iowa
$51K – – –
VNA
779
Valley National Advisers
Pennsylvania
$51K +$7.51K +200 +16%
CC
780
Claybrook Capital
Massachusetts
$50K -$230K -6,120 -81%
WDL
781
Well Done LLC
Michigan
$50K +$54.1K +1,440 New
DWA
782
Dougherty Wealth Advisers
Minnesota
$48K +$47K +1,252 New
LFG
783
Larson Financial Group
Missouri
$47K +$50.6K +1,348 New
TL
784
TrueWealth LLC
Georgia
$46K +$300 +8 +0.6%
FHB
785
First Hawaiian Bank
Hawaii
$43K – – –
IC
786
Inscription Capital
Texas
$42K +$45.7K +1,216 New
BC
787
Barnett & Company
Tennessee
$41K – – –
DWM
788
Destination Wealth Management
California
$41K – – –
CIA
789
Cascade Investment Advisors
Oregon
$40.2K – – –
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$10.2K -272 -19%
CHP
791
Cable Hill Partners
Oregon
$40K +$44K +1,172 New
LFA
792
Legacy Financial Advisors
Kentucky
$37K – – –
RCA
793
Rowland Carmichael Advisors
Arizona
$36K -$53K -1,412 -57%
OIA
794
Optimum Investment Advisors
Illinois
$36K +$451 +12 +1%
FCA
795
FinTrust Capital Advisors
South Carolina
$36K +$39.3K +1,048 New
WANY
796
Wealthspire Advisors (New York)
New York
$33K +$36K +960 New
TIM
797
Tortoise Investment Management
New York
$32K – – –
FWM
798
Focused Wealth Management
New York
$31K – – –
IIM
799
Ipswich Investment Management
Massachusetts
$31K +$33.8K +900 New
AWM
800
Aevitas Wealth Management
Massachusetts
$28K -$11K -292 -26%
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