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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2101
Private Wealth Management Group
New Jersey
$10.6K – – –
RWS
2102
Retirement Wealth Solutions
Wisconsin
$9.94K +$10.3K +152 New
TCM
2103
TruNorth Capital Management
Michigan
$9.24K – – –
BWM
2104
Bullock Wealth Management
Indiana
$8.98K +$7.06K +104 +325%
FWM
2105
FSA Wealth Management
Massachusetts
$6.92K – – –
TWD
2106
True Wealth Design
Ohio
$6.6K – – –
CFS
2107
CGC Financial Services
Oregon
$6.6K – – –
VWM
2108
Valley Wealth Managers
New Jersey
$6.34K – – –
WWM
2109
Wolff Wiese Magana
California
$6.08K – – –
GPFA
2110
Game Plan Financial Advisors
Ohio
$5.95K +$272 +4 +5%
BTC
2111
Bank & Trust Company
Illinois
$5.28K – – –
EDRH
2112
Edmond de Rothschild Holding
Switzerland
$5.28K +$5.43K +80 New
AIP
2113
Ameritas Investment Partners
Nebraska
$5.02K +$5.16K +76 New
MCM
2114
MV Capital Management
Maryland
$4.75K – – –
WA
2115
WPG Advisers
Maryland
$4.75K +$4.89K +72 New
AWM
2116
Absher Wealth Management
North Carolina
$4.49K – – –
ACM
2117
Anfield Capital Management
California
$4.49K +$1.9K +28 +70%
LWA
2118
Lowe Wealth Advisors
Maryland
$3.96K +$1.36K +20 +50%
IRAG
2119
Investment Research & Advisory Group
Georgia
$3.7K – – –
MWM
2120
MGB Wealth Management
Texas
$3.17K – – –
CPL
2121
Capital & Planning LLC
Georgia
$3.17K +$3.26K +48 New
AI
2122
Arvest Investments
Arkansas
$3.17K – – –
AIA
2123
Arcadia Investment Advisors
Idaho
$2.91K – – –
PMIM
2124
Prudent Man Investment Management
Colorado
$2.64K +$2.72K +40 New
IRC
2125
Investors Research Corp
Georgia
$2.64K -$5.43K -80 -67%
83 84
85
86 87