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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Meridian Wealth Management
Kentucky
$1.02M +$155K +2,480 +18%
TSWM
852
Triangle Securities Wealth Management
North Carolina
$1.01M -$3.76K -60 -0.4%
BWM
853
BigSur Wealth Management
Florida
$1M – – –
MA
854
MJP Associates
Connecticut
$1M +$1.25K +20 +0.1%
MAM
855
Marotta Asset Management
Virginia
$1M – – –
AL
856
Aspiriant LLC
California
$1M +$152K +2,428 +18%
SVCP
857
Silicon Valley Capital Partners
California
$989K +$1.75K +28 +0.2%
GWA
858
GGM Wealth Advisors
Maryland
$983K +$995K +15,872 New
IAG
859
Investmark Advisory Group
Connecticut
$970K +$956K +15,244 New
AA
860
Aire Advisors
California
$969K +$954K +15,212 New
OA
861
Oxbow Advisors
Texas
$968K – – –
ORC
862
O'Rourke & Company
Massachusetts
$967K +$952K +15,180 New
NDSI
863
Newman Dignan & Sheerar Inc
Rhode Island
$963K +$59.4K +948 +7%
IA
864
IFG Advisors
Missouri
$961K +$3.26K +52 +0.3%
SAS
865
Sanford Advisory Services
Michigan
$956K -$7.27K -116 -0.8%
CFFP
866
Center for Financial Planning
Michigan
$956K +$221K +3,520 +31%
MCM
867
Mitchell Capital Management
Kansas
$955K – – –
WCM
868
WealthBridge Capital Management
Ohio
$948K -$42.9K -684 -4%
MFWM
869
Motley Fool Wealth Management
Virginia
$946K +$151K +2,408 +19%
TA
870
Trellis Advisors
Washington
$945K – – –
VFA
871
Voya Financial Advisors
Connecticut
$934K +$40.6K +648 +5%
TCOV
872
Trust Company of Vermont
Vermont
$929K +$37.6K +600 +4%
EFG
873
Everhart Financial Group
Ohio
$920K -$50.4K -804 -5%
GSIS
874
Global Strategic Investment Solutions
Arizona
$916K – – –
MWM
875
Mission Wealth Management
California
$914K +$382K +6,100 +74%
33 34
35
36 37