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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
BSW Wealth Partners
Colorado
$495K +$19.2K +368 +4%
GG
1002
Gofen & Glossberg
Illinois
$492K +$20.9K +400 +4%
AWC
1003
Adamsbrown Wealth Consultants
Kansas
$491K +$16.5K +316 +3%
JPLA
1004
Joseph P. Lucia & Associates
New York
$491K +$83.6K +1,600 +18%
SFP
1005
Sterling Financial Planning
New Jersey
$490K -$20.7K -396 -4%
VFPW
1006
Vantage Financial Partners (Wisconsin)
Wisconsin
$489K +$19.4K +372 +4%
WA
1007
WP Advisors
California
$488K +$40.6K +776 +8%
AWA
1008
Aletheian Wealth Advisors
Washington
$486K – – –
AG
1009
Ascent Group
Virginia
$485K -$69.6K -1,332 -12%
SWM
1010
SFG Wealth Management
Maryland
$485K +$209 +4 +0%
ACA
1011
Aptus Capital Advisors
Alabama
$485K +$241K +4,604 +81%
WIM
1012
WealthPlan Investment Management
Nebraska
$484K +$484K +9,264 New
CWM
1013
Cahaba Wealth Management
Georgia
$483K – – –
ES
1014
ETF Store
Kansas
$478K +$1.04K +20 +0.2%
RFN
1015
Redwood Financial Network
Ohio
$477K -$12.3K -236 -2%
BBW
1016
Blue Barn Wealth
Utah
$477K +$34.1K +652 +7%
ONST
1017
Old North State Trust
North Carolina
$477K +$530K +10,132 +84,433%
CWM
1018
Chemistry Wealth Management
New York
$474K +$418 +8 +0.1%
SC
1019
Slow Capital
California
$472K -$5.85K -112 -1%
AWM
1020
Accel Wealth Management
Iowa
$472K -$1.46K -28 -0.3%
PO
1021
Private Ocean
California
$469K -$5.43K -104 -1%
BBHC
1022
Brown Brothers Harriman & Co
New York
$468K +$3.14K +60 +0.6%
FF
1023
Francis Financial
$464K -$23.2K -444 -4%
LFA
1024
LifeGuide Financial Advisors
Pennsylvania
$464K – – –
B
1025
Bensler
Washington
$464K +$29.1K +556 +6%
39 40
41
42 43