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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1726
Opus Financial Solutions
Illinois
$428K -$82.9K -1,116 -16%
AFPL
1727
Advus Financial Partners, LLC
Florida
$428K +$443K +5,960 New
WCP
1728
Wealthcare Capital Partners
Pennsylvania
$428K +$9.21K +124 +2%
PIA
1729
Polaris Investment Advisors
Massachusetts
$427K – – –
AAMC
1730
Asset Allocation & Management Company
Illinois
$427K – – –
YIH
1731
Y-Intercept (HK)
Hong Kong
$426K +$440K +5,928 New
WCP
1732
Wick Capital Partners
Pennsylvania
$425K +$58.5K +788 +15%
TCM
1733
Traynor Capital Management
Pennsylvania
$424K +$449K +6,044 New
EWM
1734
EPG Wealth Management
Georgia
$423K – – –
WPC
1735
Waters Parkerson & Co
Louisiana
$423K – – –
BPFA
1736
Barnes Pettey Financial Advisors
Mississippi
$422K +$437K +5,876 New
AL
1737
ARWA LLC
Texas
$422K +$133K +1,784 +46%
FPI
1738
Financial Plan Inc
Washington
$420K +$435K +5,856 New
AMCA
1739
Arthur M. Cohen & Associates
Illinois
$420K – – –
AIC
1740
Allodium Investment Consultants
Minnesota
$416K -$19.9K -268 -4%
5NPW
1741
55 North Private Wealth
Florida
$416K +$892 +12 +0.2%
VWM
1742
Venturi Wealth Management
Texas
$415K +$3.86K +52 +0.9%
JSW
1743
Journey Strategic Wealth
New Jersey
$414K -$70.7K -952 -14%
RIP
1744
RAM Investment Partners
Washington
$414K +$1.19K +16 +0.3%
SB
1745
Semitam Bonam
New York
$413K -$11.6K -156 -3%
PSP
1746
Pacific Sage Partners
Washington
$413K -$24.1K -324 -5%
MFS
1747
Miller Financial Services
Michigan
$413K +$141K +1,904 +50%
BOJHT
1748
Bank of Jackson Hole Trust
Wyoming
$412K +$7.43K +100 +2%
VWA
1749
VERITY Wealth Advisors
United States
$411K +$1.19K +16 +0.3%
WA1
1750
Wimmer Associates 1
California
$411K +$12.5K +168 +3%
68 69
70
71 72