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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WGS
1926
Washington Growth Strategies
District of Columbia
$2.39K +$158K +2,520 New
VCM
1927
Viewpoint Capital Management
Washington
$2.37K – – –
BWM
1928
Bullock Wealth Management
Indiana
$2.1K -$753 -12 -27%
CMA
1929
Cedar Mountain Advisors
Oregon
$1.58K -$10.8K -172 -88%
LIS
1930
Legacy Investment Solutions
Idaho
$1.38K +$1.26K +20 New
LWMI
1931
Legacy Wealth Management (Idaho)
Idaho
$1.38K +$1.26K +20 New
GWM
1932
Grand Wealth Management
Michigan
$1.36K – – –
NA
1933
Nordwand Advisors
Pennsylvania
$1.32K – – –
YAL
1934
Your Advocates Ltd
Texas
$1.32K – – –
RF
1935
Robbins Farley
New Hampshire
$1.06K – – –
FCM
1936
Fourpath Capital Management
Oklahoma
$1.05K +$1K +16 New
SFA
1937
Semmax Financial Advisors
North Carolina
$563 – – –
EAM
1938
Eukles Asset Management
Ohio
$264 +$251 +4 New
OHWA
1939
Oak Hill Wealth Advisors
Virginia
– -$41.6M -662,708 Closed
SW
1940
SVB Wealth
Massachusetts
– -$4.96M -81,924 Closed
WCM
1941
Windham Capital Management
Massachusetts
– -$1.94M -31,976 Closed
3IP
1942
3Chopt Investment Partners
Virginia
– -$1.06M -17,472 Closed
IA
1943
IFG Advisory
Georgia
– -$992K -16,388 Closed
IAIM
1944
International Assets Investment Management
Florida
– -$808K -13,348 Closed
CCM
1945
Copeland Capital Management
Pennsylvania
– -$626K -10,336 Closed
MWA
1946
MN Wealth Advisors
Kansas
– -$575K -9,500 Closed
T
1947
TCWP
Ohio
– -$568K -9,380 Closed
TSS
1948
Two Sigma Securities
New York
– -$491K -8,108 Closed
PG
1949
Prostatis Group
Maryland
– -$442K -7,304 Closed
GS
1950
GTS Securities
Florida
– -$407K -6,720 Closed
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78
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