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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
526
Tompkins Financial
New York
$720K +$125K +3,000 +21%
HWMG
527
Hurlow Wealth Management Group
Indiana
$712K +$80.9K +1,936 +13%
NFP
528
Narus Financial Partners
Utah
$711K -$15.7K -376 -2%
RCG
529
Ruggie Capital Group
Florida
$708K +$707K +16,912 New
IF
530
Ironwood Financial
Arizona
$706K +$156K +3,740 +29%
LFAS
531
Level Four Advisory Services
Texas
$705K -$21.1K -504 -3%
LPT
532
Legacy Private Trust
Wisconsin
$705K +$115K +2,764 +20%
WTB
533
Washington Trust Bank
Washington
$700K +$325K +7,768 +87%
SNBOSD
534
Security National Bank of So Dak
Iowa
$698K +$92.8K +2,220 +15%
TVWM
535
Tower View Wealth Management
Wisconsin
$670K +$4.35K +104 +0.7%
PP
536
PagnatoKarp Partners
Virginia
$656K +$1.84K +44 +0.3%
VWA
537
VERITY Wealth Advisors
United States
$655K +$1K +24 +0.2%
RFN
538
RDA Financial Network
Iowa
$649K +$74.9K +1,792 +14%
BHIA
539
Birch Hill Investment Advisors
Massachusetts
$647K -$85.6K -2,048 -12%
IA
540
IFG Advisors
Missouri
$647K +$645K +15,440 New
RT
541
Rockland Trust
Massachusetts
$644K -$836 -20 -0.1%
OA
542
Oxbow Advisors
Texas
$637K – – –
SMC
543
Smith, Moore & Co
Missouri
$630K +$13.2K +316 +2%
MMPW
544
Mitchell McLeod Pugh & Williams
Alabama
$628K – – –
EWA
545
EP Wealth Advisors
California
$628K +$31.9K +764 +5%
PP
546
PDS Planning
Ohio
$628K +$407K +9,740 +185%
LRIA
547
Leonard Rickey Investment Advisors
Washington
$626K +$10.2K +244 +2%
SFA
548
Stewardship Financial Advisors
Georgia
$623K -$7.69K -184 -1%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$620K +$611K +14,616 +7,943%
PAM
550
Peak Asset Management
Colorado
$615K -$15.7K -376 -2%
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