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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1001
Money Concepts Capital
Florida
$324K +$318K +5,864 New
JCM
1002
Jacobi Capital Management
Pennsylvania
$323K +$52.5K +968 +20%
RPWA
1003
Regent Peak Wealth Advisors
Georgia
$321K -$184K -3,392 -37%
RC
1004
RegentAtlantic Capital
New Jersey
$321K +$315K +5,804 New
GKWIM
1005
Gerber Kawasaki Wealth & Investment Management
California
$319K +$16.5K +304 +6%
IA
1006
IFG Advisory
Georgia
$317K -$5.21K -96 -2%
CFG
1007
Cooper Financial Group
California
$316K -$2.6K -48 -0.8%
PWA
1008
Physician Wealth Advisors
Utah
$316K +$217 +4 +0.1%
EW
1009
Evoke Wealth
California
$314K -$8.68K -160 -3%
MIA
1010
MainStreet Investment Advisors
Illinois
$313K – – –
OPCM
1011
Osborne Partners Capital Management
California
$312K +$15.6K +288 +5%
CAL
1012
Capital Advisors Ltd
Ohio
$312K +$70.3K +1,296 +30%
CHAM
1013
Clear Harbor Asset Management
Connecticut
$309K +$303K +5,576 New
APG
1014
Abacus Planning Group
South Carolina
$307K – – –
LIM
1015
Lathrop Investment Management
Arkansas
$306K +$300K +5,532 New
LNB
1016
Ledyard National Bank
$305K -$11.9K -220 -4%
9WM
1017
9258 Wealth Management
Ohio
$305K – – –
PFSC
1018
Peoples Financial Services Corp
Pennsylvania
$305K – – –
FNBOMD
1019
First National Bank of Mount Dora
Florida
$305K +$43.4K +800 +17%
SW
1020
SkyOak Wealth
Michigan
$304K -$460K -8,472 -62%
ACA
1021
Aptus Capital Advisors
Alabama
$303K -$52.3K -964 -15%
RPGK
1022
Retirement Planning Group (Kansas)
Kansas
$303K +$14.1K +260 +5%
CAG
1023
Compass Advisory Group
New York
$302K -$250K -4,600 -46%
SCA
1024
Snowden Capital Advisors
New York
$301K +$29.5K +544 +11%
CAM
1025
Congress Asset Management
Massachusetts
$297K – – –
39 40
41
42 43