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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1601
Hardin Capital Partners
South Carolina
$447K +$287 +4 +0.1%
RFS
1602
Retirement Financial Solutions
Tennessee
$443K -$20.5M -285,656 -98%
C
1603
Covestor
United Kingdom
$442K +$22.4K +312 +5%
WA
1604
Wealthstream Advisors
New York
$439K – – –
SWA
1605
Serenus Wealth Advisors
California
$439K – – –
CT
1606
Clearstead Trust
Maine
$437K -$85.6K -1,192 -17%
AAMC
1607
Asset Allocation & Management Company
Illinois
$436K – – –
BL
1608
BFSG LLC
California
$435K +$95.9K +1,336 +29%
QWM
1609
Quadcap Wealth Management
Texas
$435K -$10.3K -144 -2%
EWM
1610
EPG Wealth Management
Georgia
$434K +$22.7K +316 +6%
WPC
1611
Waters Parkerson & Co
Louisiana
$432K -$5.75K -80 -1%
AWM
1612
Aberdeen Wealth Management
Illinois
$432K +$4.31K +60 +1%
VWM
1613
Venturi Wealth Management
Texas
$431K – – –
FCT
1614
First Community Trust
Iowa
$430K +$88.8K +1,236 +27%
WCP
1615
Wealthcare Capital Partners
Pennsylvania
$429K – – –
CA
1616
Claro Advisors
Massachusetts
$429K -$118K -1,644 -22%
EFG
1617
Ehrlich Financial Group
California
$427K -$13.8K -192 -3%
AMCA
1618
Arthur M. Cohen & Associates
Illinois
$426K – – –
PSP
1619
Pacific Sage Partners
Washington
$426K -$21.8K -304 -5%
ATS
1620
Ashton Thomas Securities
New York
$426K -$100K -1,396 -19%
HA
1621
Herold Advisors
New York
$424K -$353K -4,920 -46%
RIP
1622
RAM Investment Partners
Washington
$423K -$23.6K -328 -5%
EFA
1623
Edge Financial Advisors
Illinois
$423K +$2.3K +32 +0.6%
NFG
1624
Northeast Financial Group
Pennsylvania
$422K -$5.75K -80 -1%
SB
1625
Semitam Bonam
New York
$420K – – –
63 64
65
66 67