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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
201
GeoWealth Management
Illinois
$16.8M +$15.2M +257,676 +2,256%
BF
202
BOK Financial
Oklahoma
$16.8M +$215K +3,636 +1%
AA
203
AJ Advisors
Tennessee
$16.5M +$705K +11,932 +5%
VBWMG
204
Von Berge Wealth Management Group
California
$16.4M +$2.24M +37,844 +17%
RFS
205
Retirement Financial Solutions
Tennessee
$16.1M +$1.4M +23,644 +10%
BP
206
Ballentine Partners
Massachusetts
$16M – – –
SRC
207
Sage Rhino Capital
California
$16M -$49.4K -836 -0.3%
CB
208
Cadence Bank
Mississippi
$15.8M +$655K +11,080 +5%
SPP
209
Single Point Partners
Massachusetts
$15.8M -$143K -2,412 -0.9%
TCM
210
Twele Capital Management
Minnesota
$15.7M -$3.78K -64 -0%
TA
211
Tectonic Advisors
Texas
$15.7M +$35.5K +600 +0.2%
PIMG
212
Patriot Investment Management Group
Tennessee
$15.6M -$3.14M -53,124 -18%
GWM
213
GDS Wealth Management
Texas
$15.5M +$352K +5,948 +2%
VC
214
Veracity Capital
Georgia
$15.4M +$14.6M +247,280 New
TFO
215
Tarbox Family Office
California
$15.4M -$35K -592 -0.2%
SC
216
Sierra Capital
Florida
$15.4M +$13.7K +232 +0.1%
MA
217
Montag & Associates
Georgia
$15.4M – – –
ATC
218
Advantage Trust Company
Kansas
$15.3M -$233K -3,944 -2%
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$15.3M -$96.2K -1,628 -0.7%
MM
220
Meridian Management
Arkansas
$15.1M -$190K -3,212 -1%
AC
221
Abbrea Capital
California
$15.1M +$726K +12,280 +5%
PA
222
Parallel Advisors
California
$15.1M -$531K -8,988 -4%
ASI
223
Advisory Services & Investments
Oregon
$15M +$591K +10,000 +4%
SCA
224
STALEY CAPITAL ADVISERS
Pennsylvania
$15M -$177K -3,000 -1%
PIN
225
Prudent Investors Network
California
$14.9M +$14.1M +239,288 New
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