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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1626
Phoenix Wealth Advisors
North Carolina
– -$121K -2,040 Closed
CPC
1627
Consolidated Planning Corp
Georgia
– -$120K -2,028 Closed
IWA
1628
IBEX Wealth Advisors
New Jersey
– -$96K -1,616 Closed
BMD
1629
Better Money Decisions
New Mexico
– -$92K -1,548 Closed
AWM
1630
Activest Wealth Management
Florida
– -$44K -736 Closed
KPCM
1631
Kings Point Capital Management
New York
– -$39K -652 Closed
CFG
1632
CKW Financial Group
Hawaii
– -$32K -536 Closed
APWA
1633
Atlas Private Wealth Advisors
New Jersey
– -$32K -532 Closed
DOA
1634
D'Orazio & Associates
Virginia
– -$29K -488 Closed
AL
1635
ADE LLC
Maryland
– -$24K -408 Closed
SAI
1636
Systematic Alpha Investments
New Jersey
– -$23K -364 Closed
PCM
1637
Penserra Capital Management
California
– -$18K -320 Closed
HIM
1638
HawsGoodwin Investment Management
Tennessee
– -$13K -220 Closed
KFS
1639
Kelly Financial Services
Massachusetts
– -$10.4K -176 Closed
FBT
1640
First Bank & Trust
South Dakota
– -$9K -156 Closed
IFWM
1641
Institute for Wealth Management
Colorado
– -$7K -108 Closed
GWMIA
1642
Global Wealth Management Investment Advisory
Florida
– -$1K -20 Closed
FCAS
1643
First Command Advisory Services
Texas
– +$10K +160 New
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