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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
926
Delta Financial Advisors
Louisiana
$887K -$8.12K -148 -0.9%
EP
927
Eudaimonia Partners
Tennessee
$879K -$6.8K -124 -0.7%
GWAM
928
Guardian Wealth Advisors (Minnesota)
Minnesota
$872K -$159K -2,900 -15%
WA
929
Wealth Architects
California
$872K -$70.2K -1,280 -7%
HSA
930
HBK Sorce Advisory
Pennsylvania
$868K -$1.54K -28 -0.2%
GWM
931
Greenhouse Wealth Management
Connecticut
$865K +$50.7K +924 +6%
SWM
932
SeaCrest Wealth Management
New York
$863K +$32.9K +600 +4%
DAM
933
Derbend Asset Management
Georgia
$861K – – –
FNB
934
Farmers National Bank
Kentucky
$861K -$12.9K -236 -1%
CFG
935
Citizens Financial Group
Rhode Island
$860K +$32.2K +588 +4%
SIG
936
Stonegate Investment Group
Alabama
$857K +$25.4K +464 +3%
CCA
937
Checchi Capital Advisers
California
$857K -$149K -2,708 -14%
SWP
938
Summit Wealth Partners
Florida
$853K +$877 +16 +0.1%
FCBT
939
First Citizens Bank & Trust
North Carolina
$852K -$125K -2,280 -12%
FFA
940
Fragasso Financial Advisors
Pennsylvania
$849K +$1.1K +20 +0.1%
AIM
941
AMI Investment Management
Indiana
$847K -$125K -2,272 -12%
BHIA
942
Birch Hill Investment Advisors
Massachusetts
$841K – – –
C
943
Certuity
Florida
$840K +$73K +1,332 +9%
BFA
944
Bluestem Financial Advisors
Illinois
$839K +$1.32K +24 +0.1%
CD
945
Chapin Davis
Maryland
$832K +$116K +2,124 +15%
NF
946
Nvest Financial
New Hampshire
$830K +$41.9K +764 +5%
SWA
947
Sutton Wealth Advisors
Florida
$826K -$20K -364 -2%
TSWM
948
Triangle Securities Wealth Management
North Carolina
$825K – – –
Vanguard Personalized Indexing Management
949
Vanguard Personalized Indexing Management
California
$822K – – –
DI
950
DAGCO Inc
Ohio
$818K -$2.61M -47,596 -77%
36 37
38
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