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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1251
Plante Moran Financial Advisors
Michigan
$63K +$9.27K +160 +18%
RMC
1252
Resources Management Corp
Connecticut
$62K -$16.9K -292 -22%
DAC
1253
Dividend Assets Capital
South Carolina
$61K +$1.16K +20 +2%
FPFS
1254
First Personal Financial Services
North Carolina
$60K +$9.97K +172 +20%
LWM
1255
Liberty Wealth Management
California
$60K +$72.6K +1,252 +101%
PC
1256
Permanens Capital
New York
$57K -$47.8K -824 -46%
FFA
1257
Freedman Financial Associates
Massachusetts
$57K – – –
HFS
1258
Hantz Financial Services
Michigan
$57K +$56.1K +968 New
BCM
1259
Birch Capital Management
Texas
$55K – – –
PP
1260
Pacifica Partners
Canada
$54K – – –
BCPWM
1261
Bradley & Co Private Wealth Management
Florida
$52K – – –
KFI
1262
Key Financial Inc
Pennsylvania
$52K +$4.64K +80 +10%
SMA
1263
Sage Mountain Advisors
Georgia
$52K +$51.2K +884 New
HWMA
1264
Heritage Wealth Management (Arizona)
Arizona
$48K +$39.4K +680 +548%
DWA
1265
Dougherty Wealth Advisers
Minnesota
$47K – – –
MIM
1266
MTM Investment Management
South Carolina
$47K – – –
OSNBOA
1267
Old Second National Bank of Aurora
Illinois
$46K – – –
JFGIW
1268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K – – –
BA
1269
Ballast Advisors
Minnesota
$43K – – –
HF
1270
Halpern Financial
Virginia
$42.7K – – –
LWA
1271
Lenox Wealth Advisors
New York
$39K -$12.8K -220 -25%
GI
1272
Gradient Investments
Minnesota
$38K -$35.7K -616 -49%
ARIS
1273
Advanced Research Investment Solutions
California
$38K – – –
IWP
1274
IAG Wealth Partners
Wisconsin
$38K – – –
HI
1275
Hudock Inc
Pennsylvania
$37K – – –
49 50
51
52 53