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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1676
Eastern Bank
Massachusetts
$227K +$216K +3,436 New
GF
1677
Gries Financial
Ohio
$226K -$3.77K -60 -2%
LSA
1678
Lansing Street Advisors
Pennsylvania
$226K -$1.51K -24 -0.7%
PFA
1679
Plotkin Financial Advisors
Maryland
$226K +$215K +3,428 New
VBCG
1680
Valley Brook Capital Group
Pennsylvania
$226K -$1.26K -20 -0.6%
OC
1681
Oarsman Capital
Wisconsin
$226K +$1.76K +28 +0.8%
AA
1682
Auxano Advisors
Washington
$225K +$214K +3,412 New
ECG
1683
EPIQ Capital Group
California
$225K +$1.76K +28 +0.8%
SL
1684
Sentry LLC
Tennessee
$224K – – –
MPM
1685
Meritage Portfolio Management
Kansas
$224K +$753 +12 +0.4%
RFA
1686
ROI Financial Advisors
Oregon
$224K +$251 +4 +0.1%
EFP
1687
Envision Financial Planning
Tennessee
$223K +$1.51K +24 +0.7%
AWP
1688
Accretive Wealth Partners
New Jersey
$221K -$154K -2,448 -42%
NC
1689
Napatree Capital
Rhode Island
$220K – – –
EA
1690
Everpar Advisors
Oklahoma
$220K -$13.6K -216 -6%
PCMC
1691
Planning Capital Management Corporation
Pennsylvania
$219K +$1.51K +24 +0.7%
SAM
1692
Strategy Asset Managers
California
$219K +$208K +3,316 New
DWG
1693
Darden Wealth Group
Michigan
$218K – – –
TIAAOA
1694
Teachers Insurance & Annuity Association of America
New York
$218K +$208K +3,308 New
HFAS
1695
Hummer Financial Advisory Services
Illinois
$218K – – –
CNFG
1696
Creegan & Nassoura Financial Group
New Hampshire
$218K +$207K +3,300 New
ODIJL
1697
One Day In July LLC
Vermont
$218K +$207K +3,300 New
MIM
1698
MTM Investment Management
South Carolina
$218K +$60.3K +960 +41%
APG
1699
Abacus Planning Group
South Carolina
$217K +$207K +3,296 New
EL
1700
Essex LLC
Illinois
$217K +$206K +3,284 New
66 67
68
69 70