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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
1601
Canandaigua National Trust of Florida
New York
$541K -$9.31K -128 -2%
RWA
1602
Redhawk Wealth Advisors
Minnesota
$541K -$11.1K -152 -2%
SC
1603
Slow Capital
California
$541K -$1.16K -16 -0.2%
IPA
1604
Investment Planning Advisors
Georgia
$538K +$41.9K +576 +8%
WC
1605
Waterloo Capital
Texas
$538K -$873 -12 -0.2%
G
1606
GuidedMoney
Wisconsin
$536K +$537K +7,384 New
RWM
1607
Raffa Wealth Management
District of Columbia
$536K +$4.07K +56 +0.8%
JF
1608
Jump Financial
Illinois
$535K +$537K +7,376 New
APA
1609
Astoria Portfolio Advisors
New York
$533K +$47.1K +648 +10%
CWM
1610
Copia Wealth Management
Oregon
$532K -$1.46K -20 -0.3%
SFGP
1611
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$531K – – –
LWM
1612
Luminvest Wealth Management
Arizona
$531K +$323K +4,444 +155%
BFS
1613
Burkett Financial Services
South Carolina
$531K -$2.91K -40 -0.5%
CIA
1614
Cape Investment Advisory
Georgia
$529K +$86.7K +1,192 +20%
BWP
1615
BSW Wealth Partners
Colorado
$528K -$189K -2,604 -26%
BIAS
1616
Beacon Investment Advisory Services
New Jersey
$527K +$20.4K +280 +4%
WP
1617
Westmount Partners
California
$524K +$1.75K +24 +0.3%
LOPW
1618
Live Oak Private Wealth
North Carolina
$524K – – –
STA
1619
Summit Trail Advisors
New York
$523K +$35.5K +488 +7%
WGS
1620
Washington Growth Strategies
District of Columbia
$522K -$49.5K -680 -9%
LSIA
1621
LaSalle St. Investment Advisors
Illinois
$522K +$114K +1,568 +28%
FPGK
1622
Financial Partners Group (Kansas)
Kansas
$520K +$2.04K +28 +0.4%
WI
1623
Westbourne Investments
Virginia
$515K +$582 +8 +0.1%
OFS
1624
Opus Financial Solutions
Illinois
$513K +$515K +7,076 New
AIS
1625
AM Investment Strategies
Tennessee
$511K +$512K +7,044 New
63 64
65
66 67