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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
601
Destiny Wealth Partners
Florida
$1.3M +$1.22M +25,152 New
MF
602
Montis Financial
Massachusetts
$1.3M +$1.22M +25,136 New
MG
603
MilWealth Group
Wisconsin
$1.29M -$108K -2,224 -8%
SSWM
604
Sheets Smith Wealth Management
North Carolina
$1.28M -$43.4K -896 -3%
IWM
605
IHT Wealth Management
Illinois
$1.28M +$162K +3,348 +16%
MMPW
606
Mitchell McLeod Pugh & Williams
Alabama
$1.28M +$287K +5,920 +31%
PGA
607
Portland Global Advisors
Maine
$1.28M – – –
ACM
608
Azimuth Capital Management
Michigan
$1.28M +$38.7K +800 +3%
CC
609
Callan Capital
California
$1.27M -$72.4K -1,496 -6%
RCA
610
Ranch Capital Advisors
Florida
$1.26M +$23.4K +484 +2%
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$1.25M +$52.7K +1,088 +5%
CFSG
612
Community Financial Services Group
Vermont
$1.24M +$77.1K +1,592 +7%
WWM
613
Windsor Wealth Management
Indiana
$1.24M +$21.9K +452 +2%
ATC
614
Adirondack Trust Company
New York
$1.24M -$1.02M -21,000 -47%
DACG
615
Donor Advised Charitable Giving
California
$1.23M +$9.49K +196 +0.8%
CCG
616
Chatham Capital Group
Georgia
$1.23M +$155K +3,200 +16%
JFGLC
617
Johnson Financial Group LLC (Colorado)
Colorado
$1.21M – – –
SWM
618
Stockman Wealth Management
Montana
$1.21M +$422K +8,720 +59%
HH
619
Hilltop Holdings
Texas
$1.21M -$23.2K -480 -2%
SWM
620
SigFig Wealth Management
California
$1.21M +$48.6K +1,004 +4%
RI
621
Ridgewood Investments
New Jersey
$1.19M – – –
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$182K +3,764 +20%
CFO
623
Collective Family Office
Pennsylvania
$1.19M +$1.11M +22,976 New
KFGK
624
Keystone Financial Group (Kentucky)
Kentucky
$1.18M +$25.8K +532 +2%
HTC
625
Haverford Trust Company
Pennsylvania
$1.17M -$23.6K -488 -2%
23 24
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