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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1701
Naples Global Advisors
Florida
$539K +$7.44K +96 +1%
CC
1702
Chicago Capital
Illinois
$539K -$35.7K -460 -6%
NW
1703
Naviter Wealth
Arkansas
$536K +$515K +6,649 New
HSA
1704
HBK Sorce Advisory
Pennsylvania
$535K -$1.46M -18,880 -74%
C1AG
1705
Client 1st Advisory Group
Florida
$535K – – –
GKWIM
1706
Gerber Kawasaki Wealth & Investment Management
California
$535K -$1.55K -20 -0.3%
ZIM
1707
Zacks Investment Management
Illinois
$535K +$1.24K +16 +0.2%
GHA
1708
Good Harbor Advisors
Massachusetts
$534K -$5.43K -70 -1%
RFS
1709
Retirement Financial Solutions
Tennessee
$533K +$21.9K +282 +4%
CWM
1710
Copia Wealth Management
Oregon
$532K +$38.5K +496 +8%
EP
1711
Edgestream Partners
New Jersey
$530K +$222K +2,861 +77%
FWCM
1712
Ferguson Wellman Capital Management
Oregon
$525K – – –
WGS
1713
Washington Growth Strategies
District of Columbia
$525K – – –
AL
1714
ARWA LLC
Texas
$524K +$66.2K +854 +15%
JBC
1715
Jefferson Bridge Capital
Tennessee
$524K -$15.2K -196 -3%
WPW
1716
Warther Private Wealth
Ohio
$524K +$504K +6,500 New
G
1717
Gainplan
Michigan
$523K -$5.89K -76 -1%
RW
1718
RVW Wealth
California
$523K -$78 -1 -0%
SIC
1719
Sigma Investment Counselors
Michigan
$522K +$21.3K +275 +4%
M
1720
MYeCFO
California
$519K – – –
GFG
1721
Grantvest Financial Group
New Jersey
$518K -$15.3K -198 -3%
WPC
1722
Waters Parkerson & Co
Louisiana
$515K +$38.7K +499 +8%
WIM
1723
Westside Investment Management
California
$514K +$30.2K +390 +7%
BT
1724
Banque Transatlantique
France
$512K – – –
CIA
1725
Cladis Investment Advisory
Montana
$512K – – –
67 68
69
70 71