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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
301
Cerity Partners OCIO
New York
$290K -$470K -14,936 -63%
RT
302
Rockland Trust
Massachusetts
$288K – – –
FWP
303
FAS Wealth Partners
Kansas
$288K +$43.4K +1,380 +19%
JPTCCM
304
J.P. Turner & Co Capital Management
Georgia
$286K +$62.9K +2,000 +30%
DI
305
Diligent Investors
California
$285K – – –
AWM
306
Avior Wealth Management
Nebraska
$285K +$755 +24 +0.3%
NL
307
NWAM LLC
Washington
$282K +$267K +8,500 New
BJ
308
Brouwer & Janachowski
California
$277K – – –
SC
309
SouthState Corp
Florida
$277K – – –
CFMC
310
Curbstone Financial Management Corp
New Hampshire
$269K +$255K +8,100 New
SAM
311
Summit Asset Management
Tennessee
$265K – – –
WJA
312
Williams Jones & Associates
New York
$265K – – –
FNBOO
313
First National Bank of Omaha
Nebraska
$265K +$2.39K +76 +0.9%
WB
314
Webster Bank
Connecticut
$257K -$86.4K -2,748 -26%
FC
315
FIC Capital
New York
$257K – – –
GHA
316
GW Henssler & Associates
Georgia
$252K +$4.4K +140 +2%
BPB
317
Badgley, Phelps & Bell
Washington
$251K -$5.66K -180 -2%
MNA
318
Manning & Napier Advisors
New York
$250K – – –
BFS
319
Bradley Foster & Sargent
Connecticut
$250K +$237K +7,532 New
MSS
320
Mitchell Sinkler & Starr
Pennsylvania
$250K +$237K +7,540 New
LS
321
Lupo Securities
Illinois
$244K +$363K +11,556 New
MC
322
Mathes Company
New York
$239K – – –
WA
323
Winfield Associates
Ohio
$236K +$12.6K +400 +6%
PPA
324
Parametric Portfolio Associates
Washington
$235K +$223K +7,080 New
AI
325
Accredited Investors
Minnesota
$227K – – –
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13
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