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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1126
Princeton Global Asset Management
New Jersey
$67K +$62.9K +1,300 New
LWM
1127
Liberty Wealth Management
California
$64K – – –
BL
1128
Balentine LLC
Georgia
$63K +$59.1K +1,220 New
CWM
1129
Curi Wealth Management
North Carolina
$62K +$58.5K +1,208 New
CIA
1130
Cascade Investment Advisors
Oregon
$60.1K – – –
FRA
1131
Front Row Advisors
California
$57K – – –
SL
1132
Savior LLC
Massachusetts
$57K – – –
FA
1133
Financial Advantage
Maryland
$56K – – –
DAC
1134
Dividend Assets Capital
South Carolina
$53K -$968 -20 -2%
FWP
1135
FAS Wealth Partners
Kansas
$52K +$194 +4 +0.4%
CYG
1136
Clean Yield Group
Vermont
$52K +$48.8K +1,008 New
MAM
1137
Meeder Asset Management
Ohio
$51K +$37.2K +768 +356%
AWG
1138
Altus Wealth Group
Colorado
$51K +$47.6K +984 New
M
1139
MOTCO
Texas
$50K -$31.2K -644 -40%
PP
1140
Pacifica Partners
Canada
$48K – – –
CAL
1141
Capital Analysts LLC
Pennsylvania
$46K – – –
TIM
1142
Tortoise Investment Management
New York
$46K – – –
PMFA
1143
Plante Moran Financial Advisors
Michigan
$46K +$38.7K +800 +833%
LGA
1144
Lebenthal Global Advisors
New York
$46K +$43.2K +892 New
CFG
1145
CKW Financial Group
Hawaii
$45K – – –
WFA
1146
WestHill Financial Advisors
California
$44K +$40.9K +844 New
FPFS
1147
First Personal Financial Services
North Carolina
$43K +$40.7K +840 New
FFA
1148
Freedman Financial Associates
Massachusetts
$43K +$40.7K +840 New
DWA
1149
Dougherty Wealth Advisers
Minnesota
$41K – – –
FMTCOCP
1150
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K – – –
44 45
46
47 48