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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1226
Bogart Wealth LLC
Virginia
$100K +$24.6K +424 +34%
FFC
1227
First Financial Corp
Indiana
$96K – – –
AIM
1228
Axiom Investment Management
New York
$95K – – –
TC
1229
Trust Company
Kansas
$95K – – –
HIA
1230
Harbor Investment Advisory
Maryland
$94K – – –
BMD
1231
Better Money Decisions
New Mexico
$89K – – –
JPLA
1232
Joseph P. Lucia & Associates
New York
$88K +$15.1K +260 +21%
AF
1233
Affiance Financial
Minnesota
$85K +$6.72K +116 +9%
TWM
1234
Tradition Wealth Management
Minnesota
$84K +$464 +8 +0.6%
VNIM
1235
Vaughan Nelson Investment Management
Texas
$84K +$82.3K +1,420 New
SNT
1236
Security National Trust
West Virginia
$83K – – –
CB
1237
CNB Bank
Pennsylvania
$81K – – –
TWA
1238
TCI Wealth Advisors
Arizona
$80K +$695 +12 +0.9%
SCA
1239
Stonebridge Capital Advisors
Minnesota
$77K +$17.6K +304 +30%
HFA
1240
HC Financial Advisors
California
$75K -$18.8K -324 -21%
TF
1241
TimeScale Financial
Massachusetts
$74K -$11.6K -200 -14%
BL
1242
Balentine LLC
Georgia
$72K – – –
RG
1243
Retirement Group
California
$72K +$232 +4 +0.3%
FCMT
1244
Founders Capital Management (Texas)
Texas
$72K +$70.2K +1,212 New
PWP
1245
Personal Wealth Partners
Minnesota
$69K +$67.2K +1,160 New
CIA
1246
Cascade Investment Advisors
Oregon
$69K – – –
SL
1247
Savior LLC
Massachusetts
$66K – – –
PWM
1248
Provident Wealth Management
Tennessee
$65K -$7.88K -136 -11%
FA
1249
Financial Advantage
Maryland
$65K – – –
ZB
1250
Zions Bancorporation
Utah
$65K +$63.3K +1,092 New
48 49
50
51 52