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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1726
Citizens National Bank Trust Department
Mississippi
$346K – – –
VC
1727
Vicus Capital
Pennsylvania
$345K +$15.8K +220 +5%
ZIM
1728
Zacks Investment Management
Illinois
$344K +$61.5K +856 +22%
SFG
1729
Snider Financial Group
Washington
$344K – – –
AWAG
1730
ARS Wealth Advisors Group
Florida
$343K -$54.9K -764 -14%
OPPS
1731
Obsidian Personal Planning Solutions
Maryland
$342K – – –
PP
1732
Prosperity Planning
Missouri
$342K -$5.17K -72 -2%
PWM
1733
Penobscot Wealth Management
Maine
$341K -$20.1K -280 -6%
DCM
1734
DGS Capital Management
New Jersey
$340K -$34.8K -484 -9%
CIM
1735
Cambria Investment Management
California
$340K +$332K +4,624 New
SAM
1736
Silvercrest Asset Management
New York
$339K +$13.2K +184 +4%
CC
1737
Cadinha & Co
Hawaii
$338K -$58K -808 -15%
WP
1738
WealthShield Partners
North Carolina
$337K – – –
CAAM
1739
Cornerstone Advisors Asset Management
Pennsylvania
$337K – – –
AL
1740
ADE LLC
Maryland
$336K +$42.5K +592 +15%
SPW
1741
Sonoma Private Wealth
California
$335K +$27.9K +388 +9%
RA
1742
Riversedge Advisors
Delaware
$335K +$74.1K +1,032 +29%
FG
1743
Fiduciary Group
Georgia
$334K +$326K +4,544 New
SFC
1744
SYM Financial Corp
Indiana
$333K -$17.2K -240 -5%
PAM
1745
PCG Asset Management
New Jersey
$333K +$14.4K +200 +5%
PCP
1746
Proficio Capital Partners
Massachusetts
$331K +$324K +4,512 New
JSA
1747
Jim Saulnier & Associates
Colorado
$331K +$323K +4,504 New
DI
1748
Disciplined Investors
Texas
$330K +$323K +4,496 New
CAG
1749
Compass Advisory Group
New York
$330K – – –
IWMA
1750
Ironwood Wealth Management (Arizona)
Arizona
$330K +$1.15K +16 +0.4%
68 69
70
71 72