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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
526
EagleClaw Capital Management
Massachusetts
$955K – – –
CFSG
527
Community Financial Services Group
Vermont
$952K +$33.8K +788 +4%
BFO
528
Boston Family Office
Massachusetts
$950K – – –
LFAS
529
Level Four Advisory Services
Texas
$950K +$197K +4,592 +27%
GBT
530
Grove Bank & Trust
Florida
$943K -$306K -7,116 -25%
STB
531
S&T Bank
Pennsylvania
$943K -$40.7K -948 -4%
SFA
532
Sequoia Financial Advisors
Ohio
$930K +$151K +3,520 +20%
FC
533
Ferris Capital
Massachusetts
$928K – – –
PP
534
PDS Planning
Ohio
$926K +$249K +5,788 +39%
SWM
535
SigFig Wealth Management
California
$925K -$33K -768 -4%
WCM
536
WealthBridge Capital Management
Ohio
$920K -$4.29K -100 -0.5%
FCB
537
First Command Bank
Texas
$919K +$29K +676 +3%
FCFS
538
First Command Financial Services
Texas
$919K +$29K +676 +3%
HTC
539
Haverford Trust Company
Pennsylvania
$913K – – –
CFMC
540
Curbstone Financial Management Corp
New Hampshire
$909K – – –
FWM
541
Frontier Wealth Management
Missouri
$905K – – –
TYCC
542
Texas Yale Capital Corp
Florida
$905K +$98.1K +2,284 +13%
SWM
543
Segment Wealth Management
Texas
$903K +$292K +6,796 +50%
ZF
544
Zhang Financial
Michigan
$897K -$30.7K -716 -3%
ACM
545
Azimuth Capital Management
Michigan
$897K +$9.96K +232 +1%
CIA
546
Covington Investment Advisors
Pennsylvania
$895K +$40.7K +948 +5%
LW
547
Linscomb Wealth
Texas
$890K +$338K +7,876 +65%
RTS
548
Round Table Services
New Jersey
$885K +$4.64K +108 +0.5%
CP
549
Camelot Portfolios
Ohio
$884K +$23.5K +548 +3%
NWS
550
Newport Wealth Strategies
California
$883K +$267K +6,220 +46%
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