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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
926
Atlas Private Wealth Management
New York
$31K – – –
PP
927
Pacifica Partners
Canada
$31K – – –
BWM
928
BerganKDV Wealth Management
Minnesota
$31K +$39.6K +956 New
WCG
929
Weaver Consulting Group
California
$30K -$54.5K -1,316 -59%
CFG
930
CKW Financial Group
Hawaii
$28K – – –
WFMPM
931
Woodley Farra Manion Portfolio Management
Indiana
$28K – – –
GWS
932
Glassman Wealth Services
Virginia
$27K – – –
DWA
933
Dougherty Wealth Advisers
Minnesota
$26K – – –
GSC
934
G&S Capital
Colorado
$26K – – –
CFO
935
CVA Family Office
Colorado
$26K +$33K +796 New
BA
936
Ballast Advisors
Minnesota
$24K -$16.7K -404 -36%
CAL
937
Capital Analysts LLC
Pennsylvania
$24K – – –
FWM
938
Focused Wealth Management
New York
$23K -$4.47K -108 -13%
SFSG
939
Stearns Financial Services Group
North Carolina
$23K +$28.5K +688 New
IWP
940
IAG Wealth Partners
Wisconsin
$22K +$9.77K +236 +55%
CIM
941
Contravisory Investment Management
Massachusetts
$21K – – –
LF
942
Lee Financial
Texas
$21K – – –
LWA
943
Lenox Wealth Advisors
New York
$21K – – –
BDWM
944
Brewin Dolphin Wealth Management
Ireland
$20.4K – – –
LIA
945
LS Investment Advisors
Michigan
$20K – – –
RCA
946
Rowland Carmichael Advisors
Arizona
$19K -$10.9K -264 -31%
BCM
947
Blume Capital Management
California
$18K – – –
BWL
948
Bogart Wealth LLC
Virginia
$17K +$21.5K +520 New
AIA
949
Armor Investment Advisors
North Carolina
$16K – – –
DWM
950
Darwin Wealth Management
Florida
$16K +$20.2K +488 New
36 37
38
39 40