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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
826
Financial Architects (New Jersey)
New Jersey
$281K -$31.1K -812 -11%
9WM
827
9258 Wealth Management
Ohio
$280K – – –
RWM
828
Raffa Wealth Management
District of Columbia
$278K +$766 +20 +0.3%
KWM
829
Kingsview Wealth Management
Oregon
$277K -$27.4K -716 -10%
WA1
830
Wimmer Associates 1
California
$276K -$67K -1,748 -22%
BFO
831
Biltmore Family Office
North Carolina
$275K – – –
SBH
832
Segall Bryant & Hamill
Illinois
$275K – – –
ACM
833
Ategra Capital Management
Virginia
$274K – – –
TVWM
834
Tower View Wealth Management
Wisconsin
$273K -$454K -11,860 -64%
PCS
835
Personal CFO Solutions
New Jersey
$272K – – –
SWA
836
Sutton Wealth Advisors
Florida
$272K +$123K +3,224 +95%
IF
837
Ironwood Financial
Arizona
$271K – – –
MSS
838
Mitchell Sinkler & Starr
Pennsylvania
$270K -$88.9K -2,320 -26%
GHAM
839
Gilman Hill Asset Management
Connecticut
$267K -$19.2K -500 -7%
GCP
840
Gill Capital Partners
Colorado
$267K +$250K +6,516 New
PA
841
PSI Advisors
Florida
$266K -$66.7K -1,740 -21%
IWMA
842
Ironwood Wealth Management (Arizona)
Arizona
$265K -$35.1K -916 -12%
ECG
843
EPIQ Capital Group
California
$262K +$919 +24 +0.4%
GIA
844
Gladstone Institutional Advisory
Florida
$261K -$38.8K -1,012 -14%
HCM
845
Hutchinson Capital Management
California
$260K – – –
MWM
846
Maltin Wealth Management
New Jersey
$260K +$919 +24 +0.4%
PWW
847
Pettyjohn Wood & White
Virginia
$257K +$240K +6,276 New
AIM
848
Allen Investment Management
New York
$257K +$241K +6,280 New
SFSIG
849
San Francisco Sentry Investment Group
California
$256K – – –
BC
850
Burney Company
Virginia
$254K -$766 -20 -0.3%
32 33
34
35 36