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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
376
Stewardship Financial Advisors
Georgia
$622K -$412 -12 -0.1%
RMAM
377
Raab & Moskowitz Asset Management
New Jersey
$621K +$166K +4,840 +37%
RWP
378
RWA Wealth Partners
Massachusetts
$615K +$73.8K +2,148 +14%
CPO
379
Cerity Partners OCIO
New York
$611K +$277K +8,068 +85%
WPC
380
Waters Parkerson & Co
Louisiana
$601K -$41.2K -1,200 -7%
ECM
381
EagleClaw Capital Management
Massachusetts
$592K +$23.4K +680 +4%
LFAS
382
Level Four Advisory Services
Texas
$587K +$149K +4,348 +34%
MMA
383
Miracle Mile Advisors
California
$587K +$580K +16,868 New
NFG
384
NewFocus Financial Group
Washington
$582K +$85.8K +2,496 +18%
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$580K -$17.9K -520 -3%
HPC
386
HM Payson & Co
Maine
$576K -$15.3K -444 -3%
LPT
387
Legacy Private Trust
Wisconsin
$572K -$981K -28,568 -63%
WS
388
Wedbush Securities
California
$572K +$3.98K +116 +0.7%
ASN
389
Advisory Services Network
Georgia
$569K +$562K +16,352 New
CL
390
CPWM LLC
Washington
$566K – – –
MIH
391
Madison Investment Holdings
Wisconsin
$560K -$501K -14,592 -48%
BFO
392
Boston Family Office
Massachusetts
$555K – – –
SPC
393
Sigma Planning Corp
Michigan
$548K +$113K +3,288 +26%
CCT
394
Capital City Trust
Florida
$544K +$28.3K +824 +6%
OA
395
Oxbow Advisors
Texas
$529K – – –
PTC
396
Private Trust Company
Ohio
$527K -$61.7K -1,796 -11%
FNBOO
397
First National Bank of Omaha
Nebraska
$523K +$175K +5,080 +51%
HWM
398
Highwater Wealth Management
Colorado
$521K +$514K +14,960 New
TCM
399
Tradewinds Capital Management
Washington
$520K – – –
IFAM
400
Institutional & Family Asset Management
Colorado
$516K -$1.15M -33,516 -69%
14 15
16
17 18