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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
526
Measured Wealth Private Client Group
New Hampshire
$1.08M -$21.5K -560 -2%
BWM
527
BigSur Wealth Management
Florida
$1.08M – – –
RSVP
528
Ramsay Stattman Vela & Price
Colorado
$1.07M – – –
AAM
529
Aureus Asset Management
Massachusetts
$1.07M – – –
RCA
530
Ranch Capital Advisors
Florida
$1.06M +$874K +22,828 +2,178%
MCM
531
MAI Capital Management
Ohio
$1.06M -$332K -8,676 -25%
SSWM
532
Sheets Smith Wealth Management
North Carolina
$1.05M +$500K +13,064 +103%
BAM
533
Belpointe Asset Management
Nevada
$1.05M -$43.7K -1,140 -4%
HH
534
Hilltop Holdings
Texas
$1.04M +$976K +25,492 New
CCM
535
Coldstream Capital Management
Washington
$1.04M -$211K -5,516 -18%
AIFAIM
536
American Institute for Advanced Investment Management
Arizona
$1.04M +$227K +5,920 +30%
TFCP
537
Twin Focus Capital Partners
Massachusetts
$1.03M +$230K +6,000 +31%
PGA
538
Portland Global Advisors
Maine
$1.01M +$945K +24,672 New
RTS
539
Round Table Services
New Jersey
$1M +$80.1K +2,092 +9%
ESB
540
Essex Savings Bank
Connecticut
$1M +$68K +1,776 +8%
MWM
541
Minot Wealth Management
Massachusetts
$998K -$32.2K -840 -3%
AIC
542
Ameritas Investment Company
Nebraska
$995K -$1.33M -34,688 -59%
AF
543
Alerus Financial
North Dakota
$994K -$22.2K -580 -2%
PTC
544
Private Trust Company
Ohio
$982K -$120K -3,124 -12%
BS
545
Boenning & Scattergood
Pennsylvania
$981K +$63.6K +1,660 +7%
AG
546
AlphaSimPlex Group
Massachusetts
$974K -$1.07M -28,004 -54%
DACG
547
Donor Advised Charitable Giving
California
$966K – – –
DWT
548
Dorsey & Whitney Trust
South Dakota
$960K +$539K +14,064 +150%
JFA
549
Johanson Financial Advisors
California
$960K +$898K +23,436 New
JFGLC
550
Johnson Financial Group LLC (Colorado)
Colorado
$958K +$371K +9,696 +71%
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