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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
576
Perigon Wealth Management
California
$970K +$26.3K +604 +3%
MWA
577
Meridian Wealth Advisors
Texas
$965K +$179K +4,116 +23%
PWA
578
Peterson Wealth Advisors
Utah
$961K +$13.8K +316 +1%
FLA
579
Financial Life Advisors
Texas
$959K +$949K +21,780 New
SFPM
580
Sensible Financial Planning & Management
Massachusetts
$955K +$261K +5,984 +38%
IWM
581
IHT Wealth Management
Illinois
$947K +$181K +4,152 +24%
DI
582
Disciplined Investments
Oklahoma
$944K -$4.01K -92 -0.4%
ECM
583
EagleClaw Capital Management
Massachusetts
$943K – – –
SCA
584
Stillwater Capital Advisors
Pennsylvania
$941K – – –
BFO
585
Boston Family Office
Massachusetts
$934K – – –
SFWC
586
Strategic Family Wealth Counselors
New Jersey
$933K +$107K +2,456 +13%
MECA
587
Miller Equity Capital Advisors
Texas
$927K +$379K +8,692 +70%
HCMT
588
Highland Capital Management (Tennessee)
Tennessee
$922K +$19.3K +444 +2%
MFWM
589
Motley Fool Wealth Management
Virginia
$907K -$22K -504 -2%
CCG
590
Chatham Capital Group
Georgia
$905K +$3.49K +80 +0.4%
CFMC
591
Curbstone Financial Management Corp
New Hampshire
$899K – – –
SWM
592
Segment Wealth Management
Texas
$896K +$1.22K +28 +0.1%
UB
593
UMB Bank
Missouri
$895K – – –
NWP
594
Northstar Wealth Partners
Connecticut
$891K -$40.3K -924 -4%
BCP
595
Berkeley Capital Partners
Georgia
$890K -$763K -17,512 -46%
CIA
596
Covington Investment Advisors
Pennsylvania
$860K -$10.3K -236 -1%
WTB
597
Washington Trust Bank
Washington
$855K -$14.8K -340 -2%
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$66.2K +1,520 +9%
MCWS
599
McKinley Carter Wealth Services
West Virginia
$846K -$176K -4,032 -17%
SIC
600
Sigma Investment Counselors
Michigan
$841K -$1.74K -40 -0.2%
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