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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2351
Gladwyn Financial Advisors
Virginia
$74.1K -$24.5K -316 -26%
HDIM
2352
Hanson & Doremus Investment Management
Vermont
$73K -$6.82K -88 -9%
PSB
2353
Piscataqua Savings Bank
New Hampshire
$71.2K +$30.7K +396 +81%
HI
2354
Hoey Investments
Pennsylvania
$71K +$155 +2 +0.2%
BCPWM
2355
Bradley & Co Private Wealth Management
Florida
$70.9K – – –
KFG
2356
Kingdom Financial Group
Arizona
$70.7K -$56K -722 -45%
AP
2357
Aspect Partners
Virginia
$69.9K – – –
AEPWM
2358
Atlantic Edge Private Wealth Management
Florida
$69.9K – – –
SCM
2359
Sterling Capital Management
North Carolina
$69.9K – – –
HPIA
2360
Hamilton Point Investment Advisors
North Carolina
$68K +$20.8K +268 +47%
PJC
2361
Phillip James Consulting
Minnesota
$66.1K +$63.6K +820 New
WAS
2362
Winch Advisory Services
Wisconsin
$64.8K -$4.65K -60 -7%
ZBNA
2363
Zions Bancorporation, National Association
Utah
$64.8K – – –
EWM
2364
Evolution Wealth Management
Florida
$64.8K +$17.7K +228 +40%
FDW
2365
Fourth Dimension Wealth
Ohio
$64.5K +$49.4K +637 +388%
DWA
2366
Dougherty Wealth Advisers
Minnesota
$64.5K – – –
OL
2367
one8zero8 LLC
North Carolina
$64.5K – – –
SIC
2368
SJS Investment Consulting
Ohio
$62.8K – – –
WCAMG
2369
Woodard & Company Asset Management Group
North Carolina
$62.8K – – –
YP
2370
YANKCOM Partnership
South Dakota
$62.8K +$8.06K +104 +15%
IIL
2371
Insight Inv LLC
California
$62.5K – – –
SIM
2372
Sims Investment Management
Ohio
$62.2K +$59.9K +772 New
CWP
2373
Concord Wealth Partners
Virginia
$60.2K +$57.9K +747 New
LI
2374
LRI Investments
Florida
$59.6K – – –
DCM
2375
Dorato Capital Management
Colorado
$58.3K -$4.96K -64 -8%
93 94
95
96 97