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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
826
HM Payson & Co
Maine
$1.26M -$213K -4,072 -15%
GC
827
Grimes & Company
Massachusetts
$1.26M -$116K -2,208 -9%
PGA
828
Portland Global Advisors
Maine
$1.26M -$56.2K -1,072 -4%
SFG
829
Sovereign Financial Group
Connecticut
$1.25M +$35.4K +676 +3%
CIA
830
Compass Ion Advisors
Pennsylvania
$1.24M +$43.6K +832 +4%
CHAM
831
Clear Harbor Asset Management
Connecticut
$1.23M +$419 +8 +0%
WJWM
832
Williams Jones Wealth Management
New York
$1.22M -$2.1K -40 -0.2%
CAM
833
Chandler Asset Management
California
$1.22M – – –
AR
834
Advisory Research
Illinois
$1.21M – – –
ONB
835
Old National Bancorp
Indiana
$1.2M +$58.3K +1,112 +5%
IWA
836
Inspirion Wealth Advisors
Illinois
$1.2M -$89.5K -1,708 -7%
HAS
837
HBW Advisory Services
California
$1.2M +$1.14M +21,756 New
WWM
838
Western Wealth Management
Colorado
$1.19M -$42.8K -816 -4%
OSAM
839
O'Shaughnessy Asset Management
Connecticut
$1.19M +$40.9K +780 +4%
KWS
840
Keystone Wealth Services
California
$1.18M +$1.68K +32 +0.2%
GLA
841
Great Lakes Advisors
Illinois
$1.17M – – –
MA
842
MONECO Advisors
Connecticut
$1.17M -$147K -2,808 -12%
OFG
843
Omega Financial Group
California
$1.17M +$22.2K +424 +2%
MSS
844
Mitchell Sinkler & Starr
Pennsylvania
$1.17M -$80.7K -1,540 -7%
GSIAS
845
Garden State Investment Advisory Services
New Jersey
$1.16M – – –
EA
846
Eudaimonia Advisors
Tennessee
$1.16M +$83.5K +1,592 +8%
KFA
847
Kelleher Financial Advisors
New York
$1.15M – – –
BFO
848
Biltmore Family Office
North Carolina
$1.14M – – –
MWM
849
Maltin Wealth Management
New Jersey
$1.14M +$57.7K +1,100 +6%
SWM
850
Segment Wealth Management
Texas
$1.14M +$1.26K +24 +0.1%
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