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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1551
Orgel Wealth Management
Wisconsin
– -$360K -6,048 Closed
IA
1552
Integrity Advisory
Kansas
– -$350K -5,892 Closed
WA
1553
Wealthstream Advisors
New York
– -$330K -5,552 Closed
SAM
1554
Strategy Asset Managers
California
– -$328K -5,516 Closed
OWA
1555
One Wealth Advisors
California
– -$326K -5,488 Closed
STA
1556
Summit Trail Advisors
New York
– -$311K -5,224 Closed
RA
1557
Rodgers & Associates
Pennsylvania
– -$309K -5,200 Closed
AP
1558
Adero Partners
California
– -$305K -5,132 Closed
VAS
1559
Vestmark Advisory Solutions
Massachusetts
– -$298K -5,004 Closed
NP
1560
NorthRock Partners
Minnesota
– -$292K -4,912 Closed
CA
1561
CGN Advisors
Kansas
– -$290K -4,884 Closed
MIA
1562
MainStreet Investment Advisors
Illinois
– -$287K -4,820 Closed
CCA
1563
Cadent Capital Advisors
Oklahoma
– -$286K -4,816 Closed
BWA
1564
Bordeaux Wealth Advisors
California
– -$281K -4,728 Closed
PAMG
1565
Patton Albertson Miller Group
Tennessee
– -$279K -4,688 Closed
RVPG
1566
Relative Value Partners Group
– -$277K -4,652 Closed
MIM
1567
Moseley Investment Management
Florida
– -$267K -4,488 Closed
CCM
1568
Crossvault Capital Management
Texas
– -$265K -4,460 Closed
OBWG
1569
Onyx Bridge Wealth Group
New York
– -$242K -4,364 Closed
PWS
1570
Paragon Wealth Strategies
Florida
– -$256K -4,312 Closed
FCIM
1571
Fairview Capital Investment Management
California
– -$255K -4,300 Closed
TLFA
1572
True Link Financial Advisors
California
– -$255K -4,280 Closed
CCA
1573
Cottonwood Capital Advisors
Utah
– -$252K -4,236 Closed
CA
1574
Carson Advisory
Georgia
– -$240K -4,040 Closed
LWA
1575
Lineweaver Wealth Advisors
Ohio
– -$240K -4,040 Closed
61 62
63
64 65