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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
801
Verdence Capital Advisors
Maryland
$1.3M +$209K +3,920 +19%
DSA
802
Droms Strauss Advisors
Missouri
$1.28M -$47.5K -892 -4%
BAM
803
BOS Asset Management
Illinois
$1.27M +$3.19K +60 +0.2%
MA
804
MONECO Advisors
Connecticut
$1.27M -$96.8K -1,820 -7%
ATC
805
Adirondack Trust Company
New York
$1.27M – – –
PGA
806
Portland Global Advisors
Maine
$1.26M +$7.45K +140 +0.6%
AL
807
Aspiriant LLC
California
$1.26M -$30.6K -576 -2%
RBC
808
Romano Brothers & Co
Illinois
$1.26M -$42.3K -796 -3%
IWA
809
Inspirion Wealth Advisors
Illinois
$1.24M +$564K +10,608 +82%
MGWM
810
Marks Group Wealth Management
Minnesota
$1.24M +$1.25M +23,444 New
CPWM
811
Cypress Point Wealth Management
Texas
$1.23M -$113K -2,116 -8%
AF
812
Affiance Financial
Minnesota
$1.23M +$1.16M +21,784 +1,492%
DT
813
Diversified Trust
Tennessee
$1.22M +$380K +7,148 +45%
IFG
814
Independent Financial Group
California
$1.22M +$326K +6,132 +36%
TW
815
TrinityPoint Wealth
Connecticut
$1.22M +$5.32K +100 +0.4%
FCBT
816
First Citizens Bank & Trust
North Carolina
$1.21M +$354K +6,660 +41%
PCIA
817
Prime Capital Investment Advisors
Kansas
$1.2M -$2.76M -51,916 -69%
MSS
818
Mitchell Sinkler & Starr
Pennsylvania
$1.2M +$545K +10,248 +82%
WWM
819
Western Wealth Management
Colorado
$1.19M -$13.6K -256 -1%
HWA
820
Heritage Wealth Advisors
Virginia
$1.18M +$33.6K +632 +3%
CHAM
821
Clear Harbor Asset Management
Connecticut
$1.18M -$79.2K -1,488 -6%
WJWM
822
Williams Jones Wealth Management
New York
$1.17M +$114K +2,140 +11%
CAM
823
Chandler Asset Management
California
$1.17M – – –
SFG
824
Sovereign Financial Group
Connecticut
$1.17M -$40.9K -768 -3%
ICP
825
Interchange Capital Partners
Pennsylvania
$1.16M +$553K +10,388 +89%
31 32
33
34 35