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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1601
Balanced Wealth Group
Ohio
$366K -$43.8K -652 -10%
CIA
1602
Cape Investment Advisory
Georgia
$365K +$14K +208 +4%
EA
1603
Evolution Advisers
Virginia
$365K +$348K +5,188 +1,099%
M
1604
MYeCFO
California
$365K +$5.37K +80 +1%
CPA
1605
Compass Planning Associates
Massachusetts
$364K +$27.1K +404 +8%
SSWM
1606
Smith Salley Wealth Management
North Carolina
$364K +$29.3K +436 +8%
BWL
1607
Bogart Wealth LLC
Virginia
$363K +$8.32K +124 +2%
MCG
1608
McCollum Christoferson Group
New York
$363K -$1.34K -20 -0.4%
PW
1609
Potentia Wealth
California
$362K – – –
EWM
1610
EPG Wealth Management
Georgia
$361K – – –
LTL
1611
Lowery Thomas LLC
California
$361K +$1.88K +28 +0.5%
AWA
1612
Aletheian Wealth Advisors
Washington
$361K – – –
CPC
1613
CFC Planning Company
Indiana
$361K +$537 +8 +0.1%
BC
1614
Burney Company
Virginia
$361K +$74.9K +1,116 +25%
SFG
1615
Sunburst Financial Group
Alabama
$359K – – –
PCG
1616
Prosperity Consulting Group
Maryland
$359K -$6.98K -104 -2%
RCM
1617
Radnor Capital Management
Pennsylvania
$359K +$142K +2,112 +61%
GFL
1618
Granite FO LLC
New Hampshire
$358K – – –
FNBOMD
1619
First National Bank of Mount Dora
Florida
$357K – – –
VNA
1620
Valley National Advisers
Pennsylvania
$357K – – –
LSIA
1621
LaSalle St. Investment Advisors
Illinois
$357K +$138K +2,056 +59%
AWA
1622
Alta Wealth Advisors
Massachusetts
$356K +$805 +12 +0.2%
CSC
1623
Caldwell Sutter Capital
California
$355K +$805 +12 +0.2%
1SB
1624
1ST Source Bank
Indiana
$355K -$2.68K -40 -0.7%
DCM
1625
DGS Capital Management
New Jersey
$354K -$141K -2,108 -28%
63 64
65
66 67