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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1451
North Star Investment Management
Illinois
$320K – – –
CAG
1452
Compass Advisory Group
New York
$320K – – –
MAM
1453
Milestone Asset Management
Pennsylvania
$319K +$320K +5,272 New
GWA
1454
Gibson Wealth Advisors
Texas
$319K -$19.4K -320 -6%
CAG
1455
Csenge Advisory Group
Florida
$319K +$972 +16 +0.3%
CWS
1456
Confluence Wealth Services
Pennsylvania
$319K -$1.7K -28 -0.5%
FBC
1457
Fairfield, Bush & Co
Connecticut
$317K – – –
M
1458
MYeCFO
California
$317K +$87.5K +1,440 +38%
IFPG
1459
Intrepid Financial Planning Group
Indiana
$316K – – –
HP
1460
HT Partners
Connecticut
$316K – – –
KOMWMG
1461
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K – – –
BFG
1462
Berger Financial Group
Minnesota
$315K -$64.9K -1,068 -17%
CTA
1463
Camelot Technology Advisors
California
$311K – – –
CWM
1464
Congress Wealth Management
Massachusetts
$310K +$35.7K +588 +13%
1SB
1465
1ST Source Bank
Indiana
$308K – – –
PCM
1466
Penn Capital Management
Pennsylvania
$308K +$309K +5,092 New
BWL
1467
Bogart Wealth LLC
Virginia
$308K +$19.2K +316 +7%
IDA
1468
Intelligence Driven Advisers
California
$308K – – –
CCG
1469
Catalina Capital Group
California
$307K – – –
SFA
1470
Seneca Financial Advisors
New York
$307K – – –
WPP
1471
Whalerock Point Partners
Rhode Island
$304K – – –
LFA
1472
Legacy Financial Advisors
Kentucky
$303K -$47.4K -780 -13%
DJYG
1473
David J. Yvars Group
Florida
$301K – – –
CCA
1474
Childress Capital Advisors
Texas
$301K -$2.92K -48 -1%
MA
1475
MKT Advisors
California
$300K +$486 +8 +0.2%
57 58
59
60 61