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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Aspire Wealth Management
Massachusetts
$1.1M +$86.8K +1,480 +9%
OSAM
827
O'Shaughnessy Asset Management
Connecticut
$1.1M +$283K +4,824 +35%
MPCG
828
Matrix Private Capital Group
New York
$1.09M +$4.93K +84 +0.5%
MPW
829
Melone Private Wealth
Michigan
$1.09M -$87.8K -1,496 -7%
KWM
830
Kingsview Wealth Management
Oregon
$1.09M -$35.7K -608 -3%
GLA
831
Good Life Advisors
Pennsylvania
$1.09M -$53.7K -916 -5%
SWM
832
SigFig Wealth Management
California
$1.09M +$17.6K +300 +2%
DI
833
Disciplined Investments
Oklahoma
$1.08M +$33.1K +564 +3%
CCG
834
Cypress Capital Group
Florida
$1.07M -$352K -6,000 -30%
FFMBT
835
First Farmers & Merchants Bank Trust
Tennessee
$1.07M +$54.9K +936 +5%
ZB
836
Zions Bancorporation
Utah
$1.07M +$989K +16,860 +1,544%
CFFP
837
Center for Financial Planning
Michigan
$1.07M +$171K +2,916 +19%
CCA
838
Conservest Capital Advisors
Pennsylvania
$1.06M +$109K +1,852 +12%
FBFS
839
First Business Financial Services
Wisconsin
$1.06M – – –
CBN
840
Cadence Bank NA
Texas
$1.04M +$3.29K +56 +0.3%
KBFS
841
Kohmann Bosshard Financial Services
Ohio
$1.04M +$521K +8,872 +104%
WB
842
West Bancorporation
Iowa
$1.03M +$579K +9,872 +132%
TA
843
TFG Advisers
Michigan
$1.03M +$42K +716 +4%
RA
844
RFG Advisory
Alabama
$1.03M -$108K -1,844 -10%
SF
845
SBK Financial
Virginia
$1.02M – – –
DFA
846
Delta Financial Advisors
Louisiana
$1.02M +$939 +16 +0.1%
WA
847
WBH Advisory
Maryland
$1.02M +$62.9K +1,072 +6%
NDSI
848
Newman Dignan & Sheerar Inc
Rhode Island
$1.01M +$115K +1,960 +13%
BFA
849
Bluestem Financial Advisors
Illinois
$1M +$939 +16 +0.1%
WA
850
Wealth Architects
California
$995K +$31.2K +532 +3%
32 33
34
35 36