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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
801
Jay A. Fishman Ltd
Michigan
$1.32M -$65.8K -1,200 -5%
MPCL
802
My Personal CFO LLC
Washington
$1.31M +$7.02K +128 +0.5%
MFWP
803
Mosaic Family Wealth Partners
Missouri
$1.31M – – –
HWMG
804
Hurlow Wealth Management Group
Indiana
$1.31M -$45.4K -828 -3%
KAS
805
KPP Advisory Services
Kentucky
$1.29M +$1.36M +24,804 New
MF
806
Montis Financial
Massachusetts
$1.29M – – –
WJWM
807
Williams Jones Wealth Management
New York
$1.28M +$138K +2,524 +11%
BFO
808
Boston Family Office
Massachusetts
$1.28M – – –
RBC
809
Romano Brothers & Co
Illinois
$1.28M +$23.3K +424 +2%
VIM
810
Vista Investment Management
Pennsylvania
$1.27M -$2.85K -52 -0.2%
LFA
811
Laraway Financial Advisors
Minnesota
$1.27M +$2.41K +44 +0.2%
SWA
812
Sax Wealth Advisors
New Jersey
$1.27M -$65.2K -1,188 -5%
CIA
813
Compass Ion Advisors
Pennsylvania
$1.27M +$105K +1,908 +8%
ACA
814
Affinity Capital Advisors
California
$1.26M -$80.5K -1,468 -6%
PO
815
Private Ocean
California
$1.26M -$59.7K -1,088 -4%
AIM
816
Aspen Investment Management
Michigan
$1.26M -$27.4K -500 -2%
IBOK
817
Independence Bank of Kentucky
Kentucky
$1.25M -$454K -8,280 -26%
BAM
818
BOS Asset Management
Illinois
$1.25M -$8.99K -164 -0.7%
ATC
819
Adirondack Trust Company
New York
$1.25M – – –
DSA
820
Droms Strauss Advisors
Missouri
$1.25M +$3.95K +72 +0.3%
SWA
821
Strategies Wealth Advisors
Michigan
$1.23M -$19.5K -356 -1%
TA
822
TrueWealth Advisors
Alabama
$1.23M -$96.5K -1,760 -7%
CAGAS
823
Capital Advisory Group Advisory Services
Minnesota
$1.23M +$1.3M +23,652 New
MGWM
824
Marks Group Wealth Management
Minnesota
$1.22M – – –
CPWM
825
Cypress Point Wealth Management
Texas
$1.22M +$3.07K +56 +0.2%
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