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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
626
Bernardo Wealth Planning
Pennsylvania
$317K +$344K +9,164 New
WFG
627
Wills Financial Group
Virginia
$315K -$3.3K -88 -1%
EAM
628
Evanson Asset Management
California
$315K +$751 +20 +0.2%
FBC
629
Fairfield, Bush & Co
Connecticut
$315K +$342K +9,112 New
BTW
630
Boston Trust Walden
Massachusetts
$311K +$338K +9,000 New
OFG
631
Omega Financial Group
California
$310K +$337K +8,984 New
BW
632
Bison Wealth
Georgia
$308K -$7.51K -200 -2%
MC
633
Moors & Cabot
Massachusetts
$307K -$303K -8,060 -48%
BWCS
634
Beirne Wealth Consulting Services
Connecticut
$305K +$332K +8,840 New
DI
635
Diligent Investors
California
$304K – – –
TNB
636
Thomasville National Bank
Georgia
$301K -$7.29M -194,180 -96%
BIM
637
Bridgecreek Investment Management
Oklahoma
$301K – – –
SFM
638
Signature Financial Management
Virginia
$300K +$3.15K +84 +1%
GWM
639
Greenwich Wealth Management
Connecticut
$298K -$1.5K -40 -0.5%
SAM
640
Summit Asset Management
Tennessee
$298K – – –
SAM
641
Silvercrest Asset Management
New York
$297K +$45.1K +1,200 +16%
KWM
642
Kingsview Wealth Management
Oregon
$296K -$2.12M -56,344 -87%
CIAS
643
Capital Investment Advisory Services
North Carolina
$296K -$37.2K -992 -10%
PCTC
644
Perkins Coie Trust Company
Washington
$296K – – –
IWM
645
IHT Wealth Management
Illinois
$295K +$36.3K +968 +13%
SVWA
646
Sound View Wealth Advisors
Georgia
$295K +$321K +8,548 New
BCM
647
Bienville Capital Management
New York
$294K – – –
SHCM
648
Stokes & Hubbell Capital Management
Louisiana
$290K +$1.5K +40 +0.5%
BC
649
Brio Consultants
California
$289K +$314K +8,368 New
RBC
650
Roble Belko & Company
Pennsylvania
$287K -$300K -7,984 -49%
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