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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SJGA
1026
Stephen J. Garry & Associates
New York
$948K – – –
CPRC
1027
Consolidated Portfolio Review Corp
New York
$947K +$83.1K +1,368 +10%
WCM
1028
WealthBridge Capital Management
Ohio
$946K -$130K -2,132 -12%
OFS
1029
Orrstown Financial Services
Pennsylvania
$946K -$12.6K -208 -1%
CWC
1030
Carolinas Wealth Consulting
North Carolina
$938K -$45.9K -756 -5%
AO
1031
Advisor OS
Illinois
$938K +$21.9K +360 +2%
WWM
1032
WT Wealth Management
Arizona
$937K -$11.7K -192 -1%
WJWM
1033
Williams Jones Wealth Management
New York
$933K – – –
EFA
1034
Evernest Financial Advisors
Indiana
$930K – – –
KL
1035
KWMG LLC
Kansas
$930K -$24.1K -396 -3%
SL
1036
Sentinus LLC
Illinois
$927K -$14.3K -236 -2%
FTWA
1037
Fifth Third Wealth Advisors
Ohio
$925K +$48.6K +800 +6%
CPWM
1038
Cypress Point Wealth Management
Texas
$923K -$2.43K -40 -0.3%
LWM
1039
LJI Wealth Management
Indiana
$918K +$15.6K +256 +2%
AGC
1040
Aspen Grove Capital
Colorado
$918K – – –
MG
1041
MilWealth Group
Wisconsin
$915K – – –
EAM
1042
Evanson Asset Management
California
$911K – – –
HGA
1043
Hobbs Group Advisors
South Carolina
$911K +$915K +15,056 New
FFA
1044
Florida Financial Advisors
Florida
$910K -$4.86K -80 -0.5%
TA
1045
TFG Advisers
Michigan
$908K -$10.9K -180 -1%
FAG
1046
Fortitude Advisory Group
Washington
$906K +$44.2K +728 +5%
SWP
1047
Summit Wealth Partners
Florida
$905K -$45.2K -744 -5%
SFG
1048
Synergy Financial Group
California
$905K +$225K +3,696 +33%
HNB
1049
Hilltop National Bank
Wyoming
$903K +$83.6K +1,376 +10%
WC
1050
Weil Company
California
$902K +$905K +14,900 New
40 41
42
43 44