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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1076
Foundations Investment Advisors
Arizona
$510K +$280K +5,268 +120%
BWM
1077
Baron Wealth Management
Michigan
$510K -$15.7K -296 -3%
GD
1078
Grandfield & Dodd
New York
$510K +$13.8K +260 +3%
KLI
1079
Kelman-Lazarov Inc
Tennessee
$509K +$24.7K +464 +5%
RFN
1080
RDA Financial Network
Iowa
$509K +$5.32K +100 +1%
SWM
1081
Silverlake Wealth Management
Vermont
$508K +$144K +2,704 +39%
DI
1082
Diligent Investors
California
$507K – – –
FPAS
1083
Focus Partners Advisor Solutions
Missouri
$507K -$2.29M -43,028 -82%
EP
1084
Eudaimonia Partners
Tennessee
$506K +$91.3K +1,716 +22%
FNWM
1085
Financial Network Wealth Management
Utah
$505K +$10.9K +204 +2%
GW
1086
GW & Wade
Massachusetts
$502K +$6.81K +128 +1%
VFPW
1087
Vantage Financial Partners (Wisconsin)
Wisconsin
$500K -$21.7K -408 -4%
TFM
1088
TFC Financial Management
Massachusetts
$498K +$1.92K +36 +0.4%
BIM
1089
Baldwin Investment Management
Pennsylvania
$498K +$638 +12 +0.1%
HHRDM
1090
H&H Retirement Design & Management
Nevada
$496K -$3.97M -74,544 -89%
MCM
1091
Mengis Capital Management
Oregon
$493K – – –
AI
1092
Accredited Investors
Minnesota
$492K +$20.9K +392 +4%
SBH
1093
Segall Bryant & Hamill
Illinois
$491K -$33.4K -628 -6%
TIA
1094
Traphagen Investment Advisors
New Jersey
$488K -$476K -8,944 -49%
SWM
1095
SFG Wealth Management
Maryland
$487K -$58.7K -1,104 -11%
LRIA
1096
Leonard Rickey Investment Advisors
Washington
$485K -$82.8K -1,556 -14%
SA
1097
Strategic Advisors
New York
$485K -$1.49M -27,992 -75%
JPLA
1098
Joseph P. Lucia & Associates
New York
$485K -$12.8K -240 -3%
AG
1099
Ascent Group
Virginia
$484K -$4.89K -92 -1%
AWM
1100
Accel Wealth Management
Iowa
$482K -$3.4K -64 -0.7%
42 43
44
45 46