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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
326
Steward Partners Investment Advisory
New York
$1.11M +$11.7K +324 +1%
CDH
327
Charles D. Hyman
$1.09M -$101K -2,800 -9%
FNT
328
First National Trust
Pennsylvania
$1.08M +$16K +444 +2%
HWM
329
Highwater Wealth Management
Colorado
$1.06M +$34.3K +952 +3%
MSS
330
Mitchell Sinkler & Starr
Pennsylvania
$1.04M +$10.8K +300 +1%
CAS
331
Cue Advisory Services
Arizona
$989K -$170K -4,708 -15%
BSB
332
Bangor Savings Bank
Maine
$988K +$3.46K +96 +0.4%
AI
333
Atria Investments
North Carolina
$987K +$623K +17,276 +180%
JAFL
334
Jay A. Fishman Ltd
Michigan
$970K +$141K +3,908 +17%
CCP
335
Clarkston Capital Partners
Michigan
$969K +$8.66K +240 +0.9%
CANC
336
Culbertson A N & Co
Virginia
$967K +$80.8K +2,240 +9%
RWA
337
Ropes Wealth Advisors
Massachusetts
$958K – – –
RSVP
338
Ramsay Stattman Vela & Price
Colorado
$956K – – –
SF
339
Synovus Financial
Georgia
$953K -$295K -8,184 -24%
BAS
340
Brown Advisory Securities
Maryland
$952K +$59.7K +1,656 +7%
PAM
341
Peak Asset Management
Colorado
$945K -$40.5K -1,124 -4%
GF
342
Goodman Financial
Texas
$932K +$11.1K +308 +1%
RFA
343
Reilly Financial Advisors
California
$924K +$33.5K +928 +4%
SMC
344
Smith, Moore & Co
Missouri
$917K -$111K -3,068 -11%
RC
345
Roundview Capital
New Jersey
$911K -$12.7K -352 -1%
MMA
346
Miracle Mile Advisors
California
$903K +$33.2K +920 +4%
DC
347
Davenport & Co
Virginia
$897K +$4.18K +116 +0.5%
WA
348
WBH Advisory
Maryland
$895K +$8.08K +224 +0.9%
BWM
349
BigSur Wealth Management
Florida
$891K – – –
NFP
350
Narus Financial Partners
Utah
$883K +$98.1K +2,720 +13%
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14
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