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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1301
Fort Point Capital Partners
California
$259K +$20.6K +328 +9%
HFA
1302
High Falls Advisors
New York
$259K +$255K +4,060 New
OCG
1303
Opus Capital Group
Ohio
$259K +$255K +4,068 New
M
1304
MOTCO
Texas
$258K -$277K -4,420 -52%
ZIM
1305
Zacks Investment Management
Illinois
$257K -$43.9K -700 -15%
CYG
1306
Clean Yield Group
Vermont
$257K – – –
LWA
1307
Lineweaver Wealth Advisors
Ohio
$257K – – –
HC
1308
Hoese & Co
Minnesota
$256K – – –
CC
1309
Cannell & Co
New York
$256K +$40.1K +640 +19%
CCM
1310
Coerente Capital Management
Ontario, Canada
$254K – – –
PGIM
1311
Pacific Global Investment Management
California
$253K – – –
YWP
1312
YorkBridge Wealth Partners
New York
$253K – – –
NEPWA
1313
New England Private Wealth Advisors
Massachusetts
$253K +$1K +16 +0.4%
CAG
1314
Compass Advisory Group
New York
$252K -$149K -2,380 -38%
LFA
1315
Legacy Financial Advisors
Kentucky
$252K +$248K +3,964 New
MFS
1316
McNamara Financial Services
Massachusetts
$251K +$501 +8 +0.2%
RIL
1317
Rothschild Investment LLC
Illinois
$251K +$247K +3,940 New
JIP
1318
Jaffetilchin Investment Partners
Florida
$250K +$501 +8 +0.2%
HH
1319
Hilltop Holdings
Texas
$249K +$2.51K +40 +1%
LNB
1320
Ledyard National Bank
$247K -$92K -1,468 -27%
CGA
1321
Crescent Grove Advisors
Illinois
$247K +$4.76K +76 +2%
JCM
1322
Janney Capital Management
Pennsylvania
$246K – – –
RSWM
1323
Robertson Stephens Wealth Management
California
$246K +$242K +3,868 New
RWM
1324
Rockwood Wealth Management
Pennsylvania
$245K +$241K +3,852 New
WFA
1325
West Financial Advisors
Iowa
$245K -$5.27K -84 -2%
51 52
53
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