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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAC
476
Mariner Wealth Advisors (Cincinnati)
Ohio
$512K -$28.8K -764 -5%
OC
477
Oakworth Capital
Alabama
$509K – – –
BFO
478
Boston Family Office
Massachusetts
$508K – – –
AP
479
Atwood & Palmer
Missouri
$499K – – –
MMPW
480
Mitchell McLeod Pugh & Williams
Alabama
$499K – – –
JIC
481
Johnson Investment Counsel
Ohio
$498K +$15.9K +420 +3%
SG
482
StoneX Group
New York
$498K +$235K +6,216 +93%
FC
483
Ferris Capital
Massachusetts
$497K – – –
WA
484
Wealth Architects
California
$495K – – –
AF
485
Affiance Financial
Minnesota
$492K -$19K -504 -4%
LPIC
486
LeJeune Puetz Investment Counsel
Michigan
$491K – – –
GLA
487
Great Lakes Advisors
Illinois
$486K – – –
SIC
488
Sigma Investment Counselors
Michigan
$485K – – –
LFS
489
Lutz Financial Services
Nebraska
$483K +$471K +12,472 New
CCM
490
Cribstone Capital Management
Maine
$476K – – –
KA
491
Klingman & Associates
New York
$476K – – –
OCM
492
Orser Capital Management
Texas
$474K +$446K +11,820 New
WPC
493
Waters Parkerson & Co
Louisiana
$472K – – –
GWM
494
Geneos Wealth Management
Colorado
$469K +$26.9K +712 +6%
BPCE
495
Bank Pictet & Cie (Europe)
Germany
$464K – – –
CPO
496
Cerity Partners OCIO
New York
$460K -$9.21K -244 -2%
ACP
497
Ashfield Capital Partners
California
$460K – – –
GFPC
498
Global Financial Private Capital
Florida
$459K -$4.38M -116,108 -91%
KWMG
499
King Wealth Management Group
Florida
$458K – – –
FNBT
500
FineMark National Bank & Trust
Florida
$453K +$441K +11,696 New
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