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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1476
Moody Lynn & Lieberson
Massachusetts
$704K +$5.35K +72 +0.7%
JSA
1477
Jim Saulnier & Associates
Colorado
$703K +$325K +4,376 +81%
HFAS
1478
Hummer Financial Advisory Services
Illinois
$703K +$44.6K +600 +7%
FSA
1479
Financial Security Advisor
Virginia
$702K +$2.97K +40 +0.4%
LDB
1480
Lee, Danner & Bass
Tennessee
$697K – – –
LA
1481
Lifeworks Advisors
Michigan
$694K -$239K -3,220 -25%
AWM
1482
Angeles Wealth Management
California
$694K +$43.7K +588 +6%
SWM
1483
Selective Wealth Management
Virginia
$692K +$2.02M +27,252 +295%
FFM
1484
Forum Financial Management
Illinois
$692K -$47.3K -636 -6%
BWM
1485
Briggs Wealth Management
Connecticut
$691K -$50.2K -676 -7%
EAM
1486
Eventide Asset Management
Massachusetts
$690K +$714K +9,612 New
CC
1487
Clearwave Capital
California
$689K +$2.08K +28 +0.3%
AWA
1488
Acorn Wealth Advisors
Michigan
$689K +$193K +2,592 +37%
PAG
1489
Private Advisory Group
Washington
$686K -$3.86K -52 -0.5%
PL
1490
Pandi LLC
Kansas
$684K +$708K +9,532 New
GK
1491
Graney & King
New York
$680K – – –
FFA
1492
Founders Financial Alliance
North Carolina
$680K -$83.2K -1,120 -11%
FIB
1493
First Interstate Bank
Montana
$679K +$27K +364 +4%
PSF
1494
Pacific Sun Financial
California
$679K +$59.7K +804 +9%
LWM
1495
Luminvest Wealth Management
Arizona
$678K +$198K +2,668 +36%
KCP
1496
Kera Capital Partners
California
$678K – – –
TAFW
1497
Tred Avon Family Wealth
Maryland
$677K – – –
CT
1498
Colonial Trust
South Carolina
$676K -$6.54K -88 -0.9%
LW
1499
Livet Wealth
Utah
$674K -$76.1K -1,024 -10%
CS
1500
Cannell & Spears
New York
$673K +$92.4K +1,244 +15%
58 59
60
61 62