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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
876
SevenBridge Financial Group
Pennsylvania
$477K +$217 +4 +0%
TAM
877
Townsend Asset Management
North Carolina
$477K +$63.2K +1,164 +16%
IFG
878
Investors Financial Group
Minnesota
$476K +$73.8K +1,360 +19%
AWM
879
Apollon Wealth Management
South Carolina
$475K +$466K +8,592 New
VWA
880
VERITY Wealth Advisors
United States
$474K +$434 +8 +0.1%
MBT
881
Montecito Bank & Trust
California
$472K -$217K -4,004 -32%
RWM
882
Ritholtz Wealth Management
New York
$472K -$146K -2,684 -24%
TIA
883
Traphagen Investment Advisors
New Jersey
$472K – – –
LB
884
Leo Brokerage
Texas
$471K -$61.6K -1,136 -12%
SVWAG
885
Sound View Wealth Advisors Group
Georgia
$467K – – –
GLLW
886
Graves Light Lenhart Wealth
Virginia
$463K -$2.82K -52 -0.6%
NRI
887
NFP Retirement Inc
California
$462K +$26.7K +492 +6%
SBH
888
Segall Bryant & Hamill
Illinois
$459K +$123K +2,268 +38%
MWM
889
Meridian Wealth Management
Kentucky
$458K – – –
MC
890
Moors & Cabot
Massachusetts
$457K +$72.9K +1,344 +20%
LA
891
LexAurum Advisors
Kansas
$456K +$25.8K +476 +6%
OFG
892
Oxford Financial Group
Indiana
$454K – – –
CAAS
893
Capital Asset Advisory Services
Michigan
$453K +$416K +7,672 +1,498%
SCA
894
Strategic Capital Advisers
Colorado
$452K -$16.3K -300 -4%
PL
895
Plancorp LLC
Missouri
$452K -$3.47K -64 -0.8%
LFGH
896
Lee Financial Group Hawaii
Hawaii
$450K -$3.84M -70,744 -90%
LFA
897
Landmark Financial Advisors
Kentucky
$450K – – –
PFT
898
Providence First Trust
Arizona
$450K – – –
TFM
899
TFC Financial Management
Massachusetts
$450K – – –
FFN
900
Focus Financial Network
Minnesota
$448K -$3.25M -59,956 -88%
34 35
36
37 38