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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
976
Independent Financial Group
California
$295K -$4.84K -100 -2%
BI
977
Blooom Inc
Kansas
$295K +$223K +4,612 New
MIA
978
MainStreet Investment Advisors
Illinois
$292K -$20.3K -420 -7%
RMAM
979
Raab & Moskowitz Asset Management
New Jersey
$287K -$5.81K -120 -2%
APG
980
Abacus Planning Group
South Carolina
$287K – – –
EBT
981
Enterprise Bank & Trust
Massachusetts
$287K – – –
PFSC
982
Peoples Financial Services Corp
Pennsylvania
$286K +$48.4K +1,000 +22%
PL
983
Parthenon LLC
Kentucky
$286K +$267K +5,524 New
AFG
984
Allegheny Financial Group
Pennsylvania
$286K +$268K +5,528 New
9WM
985
9258 Wealth Management
Ohio
$285K -$5.62K -116 -2%
GKWIM
986
Gerber Kawasaki Wealth & Investment Management
California
$282K +$265K +5,468 New
CC
987
Claybrook Capital
Massachusetts
$279K – – –
WCWM
988
Willow Creek Wealth Management
California
$279K – – –
1SB
989
1ST Source Bank
Indiana
$279K +$261K +5,400 New
CAM
990
Congress Asset Management
Massachusetts
$277K – – –
OPCM
991
Osborne Partners Capital Management
California
$277K +$259K +5,356 New
IIC
992
Ironwood Investment Counsel
Arizona
$275K +$581 +12 +0.2%
FWM
993
Frontier Wealth Management
Missouri
$274K -$131K -2,712 -34%
NSB
994
Norway Savings Bank
Maine
$274K +$53.3K +1,100 +26%
MIM
995
Marco Investment Management
Georgia
$273K – – –
RA
996
Rodgers & Associates
Pennsylvania
$273K +$256K +5,288 New
RWA
997
River Wealth Advisors
Pennsylvania
$272K +$9.68K +200 +4%
PA
998
Parkside Advisors
California
$271K +$8.71K +180 +4%
RPGK
999
Retirement Planning Group (Kansas)
Kansas
$270K +$253K +5,220 New
OWM
1000
Orgel Wealth Management
Wisconsin
$267K – – –
38 39
40
41 42