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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
976
American Institute for Advanced Investment Management
Arizona
$714K -$189K -3,552 -21%
IMOV
977
Investment Management of Virginia
Virginia
$714K – – –
NFP
978
NorthLanding Financial Partners
New York
$714K +$30.9K +580 +4%
CD
979
Chapin Davis
Maryland
$713K +$200K +3,768 +39%
PL
980
Plancorp LLC
Missouri
$712K -$8.72K -164 -1%
VFIC
981
Valley Forge Investment Consultants
Pennsylvania
$711K +$426 +8 +0.1%
RWP
982
RWA Wealth Partners
Massachusetts
$706K +$239K +4,500 +51%
WEG
983
World Equity Group
Illinois
$703K +$2.79M +52,356 +529%
AFG
984
ABLE Financial Group
Arizona
$695K +$701K +13,172 New
OFG
985
Oxford Financial Group
Indiana
$691K – – –
OCFG
986
O'Connor Financial Group
Illinois
$685K +$691K +12,988 New
ECM
987
Evergreen Capital Management
Washington
$684K -$40.2K -756 -6%
MBT
988
Montecito Bank & Trust
California
$684K -$2.55K -48 -0.4%
TW
989
Transform Wealth
Colorado
$684K +$246K +4,624 +55%
GWM
990
Geneos Wealth Management
Colorado
$683K +$22.1K +416 +3%
PT
991
Plimoth Trust
Massachusetts
$680K +$237K +4,448 +53%
FCM
992
Fortis Capital Management
Washington
$677K +$126K +2,372 +23%
NAM
993
NTV Asset Management
West Virginia
$677K +$295K +5,552 +76%
FCB
994
First County Bank
Connecticut
$677K +$304K +5,720 +80%
BWCS
995
Beirne Wealth Consulting Services
Connecticut
$677K +$683K +12,836 New
LNWWM
996
Laird Norton Wetherby Wealth Management
California
$675K +$3.62K +68 +0.5%
SHFA
997
SC&H Financial Advisors
Maryland
$673K – – –
HA
998
Herold Advisors
New York
$671K +$185K +3,472 +37%
OFS
999
Oldfather Financial Services
Nebraska
$671K -$230K -4,328 -25%
PB
1000
Pinnacle Bancorp
Nebraska
$668K +$293K +5,504 +77%
38 39
40
41 42