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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPF
1651
Old Peak Finance
North Carolina
$599K -$23.2K -299 -4%
TCM
1652
Timbuktu Capital Management
Massachusetts
$598K +$575K +7,418 New
AWM
1653
Ariadne Wealth Management
California
$596K – – –
BL
1654
BFSG LLC
California
$596K +$142K +1,826 +33%
SAG
1655
Sentinel Advisory Group
Wisconsin
$596K +$1.01K +13 +0.2%
IPA
1656
Investment Planning Advisors
Georgia
$595K -$21.3K -275 -4%
BFS
1657
Burkett Financial Services
South Carolina
$593K -$14.9K -192 -3%
MWM
1658
Marion Wealth Management
Pennsylvania
$592K – – –
HWM
1659
Howard Wealth Management
Connecticut
$590K -$9.23K -119 -2%
WTA
1660
Washington Trust Advisors
Massachusetts
$589K +$39.4K +508 +7%
PWW
1661
Pettyjohn Wood & White
Virginia
$587K -$10.5K -136 -2%
BIAS
1662
Beacon Investment Advisory Services
New Jersey
$585K – – –
TPWA
1663
TRUE Private Wealth Advisors
Oregon
$584K +$13.3K +172 +2%
PFA
1664
Perryman Financial Advisory
Texas
$584K -$287K -3,706 -34%
JWM
1665
JHP Wealth Management
Colorado
$583K +$561K +7,239 New
EP
1666
E6 Portfolios
Utah
$582K +$32K +413 +6%
LOPW
1667
Live Oak Private Wealth
North Carolina
$581K – – –
AC
1668
Avestar Capital
New York
$578K +$48.7K +628 +10%
MWP
1669
Madison Wealth Partners
Wisconsin
$576K +$117K +1,511 +27%
CF
1670
Centaurus Financial
California
$576K -$1.4K -18 -0.3%
FPGK
1671
Financial Partners Group (Kansas)
Kansas
$573K +$8.37K +108 +2%
BCM
1672
Becker Capital Management
Oregon
$573K +$40.6K +524 +8%
WI
1673
Westbourne Investments
Virginia
$572K – – –
RMDI
1674
R.M. Davis Inc
Maine
$572K +$11.2K +144 +2%
APA
1675
Astoria Portfolio Advisors
New York
$572K -$1.71M -22,086 -76%
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68 69