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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1501
Evolution Advisers
Virginia
$51K +$50.9K +812 New
MIM
1502
MTM Investment Management
South Carolina
$50K – – –
IIL
1503
Insight Inv LLC
California
$49K +$47.9K +764 New
RCM
1504
Regency Capital Management
Hawaii
$49K +$48.1K +768 New
JFGIW
1505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K – – –
MFC
1506
Morris Financial Concepts
South Carolina
$48K +$46.9K +748 New
S
1507
Surevest
California
$47K +$46.1K +736 New
BA
1508
Ballast Advisors
Minnesota
$46K – – –
HI
1509
Hudock Inc
Pennsylvania
$46K – – –
HF
1510
Halpern Financial
Virginia
$45.9K – – –
AWA
1511
Amplius Wealth Advisors
Pennsylvania
$45K +$44.6K +712 New
LWA
1512
Lenox Wealth Advisors
New York
$42K – – –
PMFA
1513
Plante Moran Financial Advisors
Michigan
$41K -$21.3K -340 -34%
BDWM
1514
Brewin Dolphin Wealth Management
Ireland
$39K – – –
LIA
1515
LS Investment Advisors
Michigan
$39K – – –
SIC
1516
SJS Investment Consulting
Ohio
$38K +$37.6K +600 New
SFCL
1517
Strengthening Families & Communities LLC
Massachusetts
$38K +$37.6K +600 New
AWM
1518
Atticus Wealth Management
Florida
$37K – – –
OCM
1519
Orion Capital Management
California
$36K – – –
BCM
1520
Blume Capital Management
California
$35K – – –
IWP
1521
IAG Wealth Partners
Wisconsin
$34K -$251 -4 -0.7%
AC
1522
Asio Capital
Kentucky
$32K – – –
IAIM
1523
Industrial Alliance Investment Management
Quebec, Canada
$32K +$31.8K +508 New
RK
1524
Rather & Kittrell
Tennessee
$32K +$31.8K +508 New
CPW
1525
Crestmont Private Wealth
Texas
$27K +$26.6K +424 New
59 60
61
62 63