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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1201
Liberty Wealth Management
California
$64K – – –
SL
1202
Savior LLC
Massachusetts
$62K – – –
FA
1203
Financial Advantage
Maryland
$60K – – –
IAS
1204
IMA Advisory Services
Colorado
$57K +$55.6K +1,024 New
AWG
1205
Altus Wealth Group
Colorado
$55K -$1.74K -32 -3%
DAC
1206
Dividend Assets Capital
South Carolina
$55K -$1.3K -24 -2%
SCA
1207
Stonebridge Capital Advisors
Minnesota
$55K +$54.3K +1,000 New
M
1208
MOTCO
Texas
$53K – – –
FFA
1209
Freedman Financial Associates
Massachusetts
$53K +$6.73K +124 +15%
PP
1210
Pacifica Partners
Canada
$51K +$217 +4 +0.4%
BCM
1211
Birch Capital Management
Texas
$51K +$49.9K +920 New
PMFA
1212
Plante Moran Financial Advisors
Michigan
$50K – – –
CFG
1213
CKW Financial Group
Hawaii
$49K – – –
TIM
1214
Tortoise Investment Management
New York
$49K – – –
BCPWM
1215
Bradley & Co Private Wealth Management
Florida
$49K +$47.8K +880 New
LWA
1216
Lenox Wealth Advisors
New York
$48K +$11.9K +220 +34%
WFA
1217
WestHill Financial Advisors
California
$47K – – –
FPFS
1218
First Personal Financial Services
North Carolina
$46K – – –
DWA
1219
Dougherty Wealth Advisers
Minnesota
$44K – – –
KFI
1220
Key Financial Inc
Pennsylvania
$44K +$4.99K +92 +13%
MIM
1221
MTM Investment Management
South Carolina
$43K +$42.5K +784 New
OSNBOA
1222
Old Second National Bank of Aurora
Illinois
$42K -$44.5K -820 -52%
JFGIW
1223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K – – –
BA
1224
Ballast Advisors
Minnesota
$40K – – –
HF
1225
Halpern Financial
Virginia
$39.8K – – –
47 48
49
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