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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
576
GW Henssler & Associates
Georgia
$297K – – –
UAS
577
United Asset Strategies
New York
$295K +$3.94K +100 +1%
AMM
578
American Money Management
California
$294K -$11.3K -288 -4%
FLI
579
Family Legacy Inc
South Carolina
$290K +$1.73K +44 +0.6%
NB
580
Nicolet Bankshares
Wisconsin
$287K -$69K -1,752 -19%
CCM
581
Condor Capital Management
New Jersey
$286K +$62.8K +1,596 +27%
FBA
582
Front Barnett Associates
Illinois
$284K -$39.4K -1,000 -12%
GWM
583
Greenwich Wealth Management
Connecticut
$279K +$10.2K +260 +4%
SAM
584
Silvercrest Asset Management
New York
$275K – – –
SS
585
Simplicity Solutions
Minnesota
$274K -$56.9K -1,444 -17%
WWM
586
Windsor Wealth Management
Indiana
$274K +$3.78K +96 +1%
BAM
587
Belpointe Asset Management
Nevada
$273K -$110K -2,800 -28%
BFO
588
Biltmore Family Office
North Carolina
$271K – – –
HPWM
589
Highland Private Wealth Management
Washington
$267K -$2.11M -53,488 -89%
PAG
590
Private Advisory Group
Washington
$267K -$35.1K -892 -11%
CT
591
Coastline Trust
Rhode Island
$266K – – –
AF
592
Arrow Financial
New York
$264K +$269K +6,840 New
CC
593
Cadinha & Co
Hawaii
$262K – – –
HWA
594
Heritage Wealth Advisors
Virginia
$261K +$315 +8 +0.1%
AWA
595
ARS Wealth Advisors
Florida
$259K -$105K -2,668 -28%
OC
596
Oarsman Capital
Wisconsin
$257K -$18.7K -476 -7%
WP
597
WealthPLAN Partners
Nebraska
$256K +$261K +6,640 New
PC
598
Palo Capital
California
$256K +$262K +6,652 New
TCOO
599
Trust Company of Oklahoma
Oklahoma
$255K – – –
CFA
600
Carroll Financial Associates
North Carolina
$251K +$204K +5,188 +388%
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