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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$247K +$245K +6,008 New
IWMA
627
Ironwood Wealth Management (Arizona)
Arizona
$246K – – –
WP
628
WealthPLAN Partners
Nebraska
$245K – – –
NCM
629
Narwhal Capital Management
Georgia
$244K -$1.96K -48 -0.8%
FAT
630
First American Trust
California
$243K – – –
MAS
631
Madden Advisory Services
Florida
$240K – – –
CCM
632
Condor Capital Management
New Jersey
$239K -$65.1K -1,596 -21%
PO
633
Private Ocean
California
$239K -$20.7K -508 -8%
CCA
634
Conservest Capital Advisors
Pennsylvania
$238K – – –
EFS
635
Essex Financial Services
Connecticut
$238K – – –
OC
636
Oarsman Capital
Wisconsin
$238K – – –
SCA
637
Strategic Capital Advisers
Colorado
$238K – – –
BPB
638
Badgley, Phelps & Bell
Washington
$236K – – –
HR
639
Howe & Rusling
New York
$236K +$204K +5,004 +669%
CAM
640
Chandler Asset Management
California
$235K +$234K +5,732 New
ACA
641
Atlas Capital Advisors
Wyoming
$235K +$54.7K +1,340 +30%
NSIM
642
North Star Investment Management
Illinois
$234K – – –
SCM
643
Southport Capital Management
Tennessee
$233K – – –
S
644
SignatureFD
Georgia
$232K +$124K +3,040 +117%
AF
645
Arrow Financial
New York
$231K -$49.3K -1,208 -18%
BAM
646
Barrett Asset Management
New York
$231K -$29.4K -720 -11%
CBN
647
Cadence Bank NA
Texas
$231K – – –
LWM
648
Lyell Wealth Management
California
$231K – – –
APG
649
Abacus Planning Group
South Carolina
$227K – – –
SP
650
Successful Portfolios
Florida
$221K +$4.24K +104 +2%
24 25
26
27 28