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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1626
Carr Financial Group
Massachusetts
$519K -$129K -1,732 -19%
LOPW
1627
Live Oak Private Wealth
North Carolina
$518K – – –
AA
1628
Armis Advisers
Georgia
$516K +$1.49M +20,052 +297%
BPW
1629
BlueDoor Private Wealth
Massachusetts
$516K +$194K +2,608 +57%
CF
1630
Centaurus Financial
California
$515K +$32.1K +432 +6%
FSA
1631
Fort Sheridan Advisors
Illinois
$514K +$47K +632 +10%
CC
1632
Chicago Capital
Illinois
$513K +$16.9K +228 +3%
HKIMG
1633
Hutchens & Kramer Investment Management Group
Indiana
$512K +$16.3K +220 +3%
WI
1634
Westbourne Investments
Virginia
$510K +$594 +8 +0.1%
GB
1635
Goepper Burkhardt
South Carolina
$509K -$33K -444 -6%
TPWA
1636
TRUE Private Wealth Advisors
Oregon
$508K +$526K +7,076 New
AIS
1637
AM Investment Strategies
Tennessee
$506K – – –
DF
1638
Dunhill Financial
United Kingdom
$505K +$234K +3,144 +81%
SWA
1639
Sightline Wealth Advisors
Connecticut
$505K +$892 +12 +0.2%
SWP
1640
SIMA Wealth Partners
Virginia
$504K – – –
TCM
1641
Tradewinds Capital Management
Washington
$503K +$1.19K +16 +0.2%
FPGK
1642
Financial Partners Group (Kansas)
Kansas
$503K -$2.08K -28 -0.4%
CCT
1643
Capital City Trust
Florida
$503K – – –
CCA
1644
Cora Capital Advisors
New Jersey
$501K -$65.4K -880 -11%
VP
1645
Verum Partners
North Carolina
$500K +$1.49K +20 +0.3%
NFP
1646
NorthLanding Financial Partners
New York
$500K -$3.57K -48 -0.7%
RMDI
1647
R.M. Davis Inc
Maine
$499K – – –
SRWM
1648
Shira Ridge Wealth Management
California
$499K -$1.78K -24 -0.3%
OPCM
1649
Osborne Partners Capital Management
California
$499K +$256K +3,444 +98%
EAM
1650
Everstar Asset Management
North Carolina
$495K +$2.08K +28 +0.4%
64 65
66
67 68