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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
$661K -$144K -2,480 -18%
AA
827
Aufman Associates
Pennsylvania
$661K +$1.85K +32 +0.3%
LA
828
LexAurum Advisors
Kansas
$660K +$167K +2,876 +35%
EP
829
Eudaimonia Partners
Tennessee
$660K +$268K +4,620 +71%
CW
830
CreativeOne Wealth
Kansas
$659K +$9.27K +160 +1%
CWC
831
Carolinas Wealth Consulting
North Carolina
$649K – – –
MSS
832
Mitchell Sinkler & Starr
Pennsylvania
$647K +$196K +3,380 +45%
GSWM
833
Golden State Wealth Management
California
$640K -$90.9K -1,568 -13%
HGWM
834
Horst & Graben Wealth Management
Oregon
$638K +$97.1K +1,676 +18%
QCG
835
Quadrant Capital Group
Ohio
$636K – – –
VFA
836
Valeo Financial Advisors
Indiana
$633K +$203K +3,508 +49%
MPM
837
Meritage Portfolio Management
Kansas
$630K – – –
TCM
838
Tradewinds Capital Management
Washington
$627K +$79.5K +1,372 +15%
LC
839
Lindbrook Capital
California
$626K – – –
FFBTD
840
First Financial Bank - Trust Division
Ohio
$624K -$9.51K -164 -2%
AP
841
Americana Partners
Texas
$624K – – –
ADL
842
Asset Dedication LLC
California
$624K +$205K +3,536 +51%
WAM
843
WealthTrust Asset Management
Florida
$624K +$610K +10,524 New
TFF
844
The Family Firm
Maryland
$623K +$1.16K +20 +0.2%
MIM
845
Moseley Investment Management
Florida
$623K +$68.2K +1,176 +13%
NCMW
846
Northern Capital Management (Washington)
Washington
$620K +$37.8K +652 +7%
BFM
847
Boothbay Fund Management
New York
$618K +$603K +10,412 New
CS
848
Credit Suisse
Switzerland
$616K +$602K +10,384 New
MWM
849
Mission Wealth Management
California
$615K +$2.09K +36 +0.3%
MBT
850
Montecito Bank & Trust
California
$610K +$101K +1,748 +20%
32 33
34
35 36