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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
826
Williams Jones Wealth Management
New York
$967K -$9.08K -168 -0.8%
SHFA
827
SC&H Financial Advisors
Maryland
$967K +$371K +6,864 +54%
GWAM
828
Guardian Wealth Advisors (Minnesota)
Minnesota
$965K +$13.4K +248 +1%
ECM
829
EagleClaw Capital Management
Massachusetts
$961K -$4.32K -80 -0.4%
MG
830
MilWealth Group
Wisconsin
$959K -$10.8K -200 -1%
MJRIC
831
Mogy Joel R Investment Counsel
California
$956K +$21.6K +400 +2%
EWM
832
Empirical Wealth Management
Washington
$955K -$439K -8,124 -30%
HPC
833
HM Payson & Co
Maine
$953K -$85.4K -1,580 -8%
RWRC
834
R.W. Roge & Company
New York
$939K -$14K -260 -1%
GLA
835
Good Life Advisors
Pennsylvania
$938K +$39.1K +724 +4%
GLA
836
Great Lakes Advisors
Illinois
$937K – – –
CFG
837
Citizens Financial Group
Rhode Island
$933K +$19.2K +356 +2%
FB
838
Fulton Bank
Pennsylvania
$928K -$5.4K -100 -0.5%
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$928K +$126K +2,336 +14%
AIFAIM
840
American Institute for Advanced Investment Management
Arizona
$927K -$315K -5,832 -24%
FAB
841
First American Bank
Illinois
$924K +$13.2K +244 +1%
HI
842
Harper Investing
California
$920K -$102K -1,880 -9%
SSWM
843
Smith Salley Wealth Management
North Carolina
$916K -$16K -296 -2%
OSAM
844
O'Shaughnessy Asset Management
Connecticut
$909K – – –
CCA
845
Checchi Capital Advisers
California
$906K -$117K -2,172 -11%
GWA
846
GGM Wealth Advisors
Maryland
$906K +$79.5K +1,472 +9%
CBN
847
Cadence Bank NA
Texas
$894K +$34.4K +636 +4%
MWM
848
Maltin Wealth Management
New Jersey
$891K -$97K -1,796 -9%
CFFP
849
Center for Financial Planning
Michigan
$883K – – –
SWM
850
Stockman Wealth Management
Montana
$879K -$58.4K -1,080 -6%
32 33
34
35 36