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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1676
Fort Sheridan Advisors
Illinois
$570K -$6.59K -85 -1%
AIS
1677
AM Investment Strategies
Tennessee
$568K – – –
C
1678
Covestor
United Kingdom
$566K +$38.5K +496 +8%
TCM
1679
Tradewinds Capital Management
Washington
$565K +$930 +12 +0.2%
WC
1680
Waterloo Capital
Texas
$565K -$29.9K -386 -5%
HWM
1681
Heirloom Wealth Management
Colorado
$564K -$1.74M -22,488 -76%
SWP
1682
SIMA Wealth Partners
Virginia
$564K -$1.32K -17 -0.2%
VP
1683
Verum Partners
North Carolina
$562K +$1.24K +16 +0.2%
BWM
1684
Birchcreek Wealth Management
Ohio
$559K -$79K -1,019 -13%
IAA
1685
Independent Advisor Alliance
North Carolina
$558K -$19.3M -248,320 -97%
PMG
1686
Private Management Group
California
$556K +$10.3K +133 +2%
SI
1687
Seeds Investor
New York
$556K +$249K +3,217 +87%
TWM
1688
Topsail Wealth Management
North Carolina
$556K +$19.5K +252 +4%
HCP
1689
Hardin Capital Partners
South Carolina
$555K +$18.5K +238 +4%
RZH
1690
Relyea Zuckerberg Hanson
Connecticut
$554K +$533K +6,881 New
SPW
1691
Sonoma Private Wealth
California
$554K +$166K +2,137 +45%
RWRC
1692
R.W. Roge & Company
New York
$554K -$54.9K -708 -9%
TWC
1693
TD Waterhouse Canada
Ontario, Canada
$553K -$501K -6,463 -48%
EAM
1694
Everstar Asset Management
North Carolina
$553K -$2.17K -28 -0.4%
CC
1695
Clearwave Capital
California
$553K -$212K -2,737 -29%
AWP
1696
Accretive Wealth Partners
New Jersey
$552K – – –
GIA
1697
GHP Investment Advisors
Colorado
$551K +$5.74K +74 +1%
AWA
1698
Asempa Wealth Advisors
Louisiana
$550K +$6.67K +86 +1%
HR
1699
Hardy Reed
Mississippi
$549K +$1.47K +19 +0.3%
GCA
1700
Gallagher Capital Advisors
Texas
$549K +$528K +6,816 New
66 67
68
69 70