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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1176
Redwood Financial Network
Ohio
$418K -$6.5K -124 -2%
WTB
1177
Washington Trust Bank
Washington
$416K -$12K -228 -3%
DP
1178
Divergent Planning
Maryland
$415K -$6.92K -132 -2%
PTP
1179
Platform Technology Partners
New York
$414K -$2.94K -56 -0.8%
GWM
1180
GSB Wealth Management
Connecticut
$414K – – –
UL
1181
Unionview LLC
Washington
$412K -$8.39K -160 -2%
EWM
1182
Echo Wealth Management
Minnesota
$410K -$75.3K -1,436 -17%
OFG
1183
Orcam Financial Group
California
$407K -$20.6K -392 -5%
PSP
1184
Pacific Sage Partners
Washington
$407K – – –
NSAM
1185
North Star Asset Management
Wisconsin
$406K +$71.3K +1,360 +23%
BFA
1186
Beaumont Financial Advisors
Massachusetts
$405K -$5.45K -104 -1%
CAWM
1187
Capital Advisors Wealth Management
Washington
$405K +$27.1K +516 +8%
AIM
1188
Athena Investment Management
California
$405K – – –
VFA
1189
Voya Financial Advisors
Connecticut
$402K -$93.9K -1,792 -20%
LWMG
1190
Levy Wealth Management Group
Pennsylvania
$400K +$32.9K +628 +9%
FCIM
1191
Fairview Capital Investment Management
California
$400K – – –
IAG
1192
Investmark Advisory Group
Connecticut
$398K – – –
BIAS
1193
Beacon Investment Advisory Services
New Jersey
$397K +$38.6K +736 +11%
WSFS
1194
Wilmington Savings Fund Society
Delaware
$395K -$74.7K -1,424 -17%
VNA
1195
Valley National Advisers
Pennsylvania
$395K -$45.3K -864 -11%
HIP
1196
HUB Investment Partners
Texas
$394K +$2.31K +44 +0.6%
SMA
1197
Sage Mountain Advisors
Georgia
$394K – – –
JPLA
1198
Joseph P. Lucia & Associates
New York
$391K -$109K -2,080 -23%
AMCA
1199
Arthur M. Cohen & Associates
Illinois
$390K -$96.9K -1,848 -21%
RWM
1200
Raffa Wealth Management
District of Columbia
$390K +$1.26K +24 +0.3%
46 47
48
49 50