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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1301
Court Place Advisors
Maryland
– -$207K -4,008 Closed
BWA
1302
Burt Wealth Advisors
Maryland
– -$79K -1,532 Closed
PGAM
1303
Princeton Global Asset Management
New Jersey
– -$67K -1,300 Closed
CWM
1304
Curi Wealth Management
North Carolina
– -$62K -1,208 Closed
CYG
1305
Clean Yield Group
Vermont
– -$52K -1,008 Closed
D
1306
Diversified
Delaware
– -$31K -704 Closed
SMA
1307
Sage Mountain Advisors
Georgia
– -$26K -504 Closed
KTC
1308
Kistler-Tiffany Companies
Pennsylvania
– -$25K -488 Closed
IA
1309
Inspire Advisors
Idaho
– -$23K -440 Closed
SFG
1310
Sowa Financial Group
Rhode Island
– -$18K -340 Closed
AWM
1311
Aberdeen Wealth Management
Illinois
– -$16K -300 Closed
KC
1312
Kinloch Capital
Virginia
– -$15K -284 Closed
MIM
1313
Merrion Investment Management
New Jersey
– -$13K -252 Closed
FCA
1314
FinTrust Capital Advisors
South Carolina
– -$13K -248 Closed
FM
1315
Family Management
New York
– -$11K -208 Closed
OPW
1316
Oxler Private Wealth
New York
– -$10K -200 Closed
SIAG
1317
Signet Investment Advisory Group
Rhode Island
– -$10K -200 Closed
TIAM2
1318
Tru Independence Asset Management 2
Oregon
– -$10K -200 Closed
PS
1319
Planned Solutions
California
– -$7K -136 Closed
TRCT
1320
Tower Research Capital (TRC)
New York
– -$5K -92 Closed
HWA
1321
HCR Wealth Advisors
California
– -$2K -76 Closed
BHWM
1322
Bay Harbor Wealth Management
Maryland
– -$1K -24 Closed
CT
1323
Clearstead Trust
Maine
– -$1K -16 Closed
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