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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPBT
1701
Hickory Point Bank & Trust
Illinois
$548K – – –
SWRP
1702
Summit Wealth & Retirement Planning
California
$548K – – –
TWM
1703
Thrive Wealth Management
Pennsylvania
$546K +$9.46K +122 +2%
CF
1704
Convergence Financial
Missouri
$542K -$860K -11,098 -62%
BHFP
1705
Blom & Howell Financial Planning
California
$542K -$193K -2,486 -27%
AWM
1706
Abound Wealth Management
Tennessee
$541K +$82.1K +1,059 +19%
ECA
1707
Elevate Capital Advisors
Colorado
$540K +$520K +6,707 New
TFM
1708
TFC Financial Management
Massachusetts
$540K -$776K -10,007 -60%
NGA
1709
Naples Global Advisors
Florida
$539K +$7.44K +96 +1%
CC
1710
Chicago Capital
Illinois
$539K -$35.7K -460 -6%
NW
1711
Naviter Wealth
Arkansas
$536K +$515K +6,649 New
HSA
1712
HBK Sorce Advisory
Pennsylvania
$535K -$1.46M -18,880 -74%
C1AG
1713
Client 1st Advisory Group
Florida
$535K – – –
GKWIM
1714
Gerber Kawasaki Wealth & Investment Management
California
$535K -$1.55K -20 -0.3%
ZIM
1715
Zacks Investment Management
Illinois
$535K +$1.24K +16 +0.2%
GHA
1716
Good Harbor Advisors
Massachusetts
$534K -$5.43K -70 -1%
RFS
1717
Retirement Financial Solutions
Tennessee
$533K +$21.9K +282 +4%
CWM
1718
Copia Wealth Management
Oregon
$532K +$38.5K +496 +8%
EP
1719
Edgestream Partners
New Jersey
$530K +$222K +2,861 +77%
FWCM
1720
Ferguson Wellman Capital Management
Oregon
$525K – – –
WGS
1721
Washington Growth Strategies
District of Columbia
$525K – – –
AL
1722
ARWA LLC
Texas
$524K +$66.2K +854 +15%
JBC
1723
Jefferson Bridge Capital
Tennessee
$524K -$15.2K -196 -3%
WPW
1724
Warther Private Wealth
Ohio
$524K +$504K +6,500 New
G
1725
Gainplan
Michigan
$523K -$5.89K -76 -1%
67 68
69
70 71