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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1451
J2 Capital Management
Michigan
$721K +$21.5K +296 +3%
PIM
1452
Penobscot Investment Management
Massachusetts
$713K – – –
DI
1453
Diligent Investors
California
$713K -$1.46K -20 -0.2%
VFIC
1454
Valley Forge Investment Consultants
Pennsylvania
$712K -$6.11K -84 -0.8%
FCH
1455
Freestone Capital Holdings
Washington
$712K -$162K -2,224 -18%
HCMG
1456
Howard Capital Management Group
California
$712K – – –
CQWA
1457
Chokshi & Queen Wealth Advisors
California
$712K – – –
BCMLT
1458
Beacon Capital Management LLC (Tennessee)
Tennessee
$712K +$220K +3,024 +45%
FSA
1459
Financial Security Advisor
Virginia
$707K +$709K +9,744 New
MLL
1460
Moody Lynn & Lieberson
Massachusetts
$706K +$2.33K +32 +0.3%
VAF
1461
Values Added Financial
District of Columbia
$706K +$5.24K +72 +0.7%
CF
1462
Claris Financial
Virginia
$705K +$53K +728 +8%
LDB
1463
Lee, Danner & Bass
Tennessee
$704K – – –
APP
1464
Avantax Planning Partners
Iowa
$700K -$7.27K -100 -1%
SA
1465
Sonoma Allocations
California
$699K +$6.4K +88 +0.9%
KCP
1466
Kera Capital Partners
California
$699K – – –
SDH
1467
Sloy Dahl & Holst
Washington
$697K +$218K +2,996 +45%
PAG
1468
Private Advisory Group
Washington
$697K -$2.33K -32 -0.3%
SWM
1469
Selective Wealth Management
Virginia
$695K +$57.6K +792 +9%
PWPS
1470
Pinnacle Wealth Planning Services
Ohio
$695K +$4.66K +64 +0.7%
CC
1471
Clearwave Capital
California
$694K +$696K +9,568 New
IAMOG
1472
Investors Asset Management of Georgia
Georgia
$692K +$80K +1,100 +13%
CT
1473
Colonial Trust
South Carolina
$690K – – –
DTC
1474
Davidson Trust Company
Washington
$688K -$54.7K -752 -7%
GK
1475
Graney & King
New York
$687K +$4.66K +64 +0.7%
57 58
59
60 61