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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
801
Family Legacy Inc
South Carolina
$232K +$29.8K +720 +11%
TFS
802
Thoroughbred Financial Services
Tennessee
$232K +$292K +7,044 New
GHAM
803
Gilman Hill Asset Management
Connecticut
$231K – – –
SCA
804
Stokes Capital Advisors
South Carolina
$231K – – –
AP
805
Americana Partners
Texas
$231K +$82.8K +2,000 +40%
CFA
806
Carroll Financial Associates
North Carolina
$229K -$2.27M -54,780 -89%
IWA
807
Inspirion Wealth Advisors
Illinois
$228K -$139K -3,356 -33%
GD
808
Grandfield & Dodd
New York
$228K – – –
GIA
809
GHP Investment Advisors
Colorado
$227K +$331 +8 +0.1%
CCFM
810
Clear Creek Financial Management
Washington
$225K +$257K +6,216 New
RWM
811
Raffa Wealth Management
District of Columbia
$223K -$81.2K -1,960 -22%
PWM
812
PBMares Wealth Management
Virginia
$222K +$68.7K +1,660 +33%
BFO
813
Biltmore Family Office
North Carolina
$221K – – –
SBH
814
Segall Bryant & Hamill
Illinois
$220K -$17.6K -424 -6%
BFA
815
Beacon Financial Advisory
Ohio
$220K +$166 +4 +0.1%
ACM
816
Ategra Capital Management
Virginia
$220K – – –
IF
817
Ironwood Financial
Arizona
$218K -$421K -10,172 -61%
PCS
818
Personal CFO Solutions
New Jersey
$218K – – –
RVPG
819
Relative Value Partners Group
$218K +$2.82K +68 +1%
BFM
820
Boston Financial Management
Massachusetts
$217K -$144K -3,468 -34%
WWM
821
WJ Wealth Management
Arizona
$216K -$305K -7,356 -53%
GWM
822
Greenwich Wealth Management
Connecticut
$216K -$96.9K -2,340 -26%
CC
823
Claybrook Capital
Massachusetts
$216K -$41.4K -1,000 -13%
SB
824
Strategic Blueprint
Georgia
$215K +$270K +6,532 New
DWA
825
Douglass Winthrop Advisors
New York
$211K -$346K -8,348 -57%
31 32
33
34 35