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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1776
Realta Investment Advisors
Delaware
$120K -$663K -10,564 -85%
RFS
1777
Richardson Financial Services
Massachusetts
$120K – – –
NG
1778
NWK Group
California
$118K +$113K +1,792 New
ZB
1779
Zions Bancorporation
Utah
$118K – – –
CTWM
1780
Cherry Tree Wealth Management
Minnesota
$116K – – –
FRA
1781
Front Row Advisors
California
$115K +$3.52K +56 +3%
BIA
1782
Bell Investment Advisors
California
$113K -$5.02K -80 -4%
TPW
1783
Talon Private Wealth
Florida
$112K +$107K +1,704 New
FFA
1784
Frazier Financial Advisors
Ohio
$112K +$10K +160 +10%
GFPC
1785
Global Financial Private Client
Florida
$112K – – –
DP
1786
Denver PWM
Colorado
$109K – – –
BC
1787
Broadwater Capital
Massachusetts
$109K – – –
FAM
1788
Family Asset Management
South Carolina
$109K – – –
FPFS
1789
First Personal Financial Services
North Carolina
$109K – – –
DF
1790
DecisionPoint Financial
Arizona
$107K – – –
AT
1791
Avalon Trust
New Mexico
$105K +$100K +1,600 New
PP
1792
Pacifica Partners
Canada
$102K -$42.4K -676 -31%
PGAM
1793
Princeton Global Asset Management
New Jersey
$101K +$69.6K +1,108 +264%
PWM
1794
Provident Wealth Management
Tennessee
$99.2K – – –
LWANC
1795
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$2.01K +32 +2%
UFAC
1796
Urban Financial Advisory Corp
Illinois
$93.9K +$89.4K +1,424 New
FP
1797
Financial Perspectives
Minnesota
$90.9K +$9.79K +156 +13%
NRG
1798
Nemes Rush Group
Michigan
$89.2K +$25.4K +404 +39%
CTA
1799
Colonial Trust Advisors
South Carolina
$86.3K – – –
AWM
1800
Abound Wealth Management
Tennessee
$85.3K +$51.7K +824 +176%
70 71
72
73 74