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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
626
Country Club Trust
Missouri
$1.48M +$341K +5,884 +31%
DWP
627
Destiny Wealth Partners
Florida
$1.48M – – –
PG
628
Proffitt & Goodson
Tennessee
$1.48M -$59.8K -1,032 -4%
PGA
629
Portland Global Advisors
Maine
$1.47M – – –
HWMG
630
Hurlow Wealth Management Group
Indiana
$1.47M -$28.3K -488 -2%
ESB
631
Essex Savings Bank
Connecticut
$1.47M -$8.81K -152 -0.6%
B
632
Bailard
California
$1.46M +$371K +6,396 +35%
SIA
633
Soltis Investment Advisors
Utah
$1.46M +$142K +2,452 +11%
BAIA
634
Bel Air Investment Advisors
California
$1.46M – – –
CFSG
635
Community Financial Services Group
Vermont
$1.45M -$64.2K -1,108 -4%
SSWM
636
Sheets Smith Wealth Management
North Carolina
$1.45M -$26.7K -460 -2%
CIA
637
Covington Investment Advisors
Pennsylvania
$1.44M +$79.3K +1,368 +6%
WWM
638
Windsor Wealth Management
Indiana
$1.44M -$10.9K -188 -0.8%
ATC
639
Adirondack Trust Company
New York
$1.42M – – –
DACG
640
Donor Advised Charitable Giving
California
$1.42M +$4.17K +72 +0.3%
AL
641
ACAS LLC
California
$1.41M +$69.8K +1,204 +5%
CGIM
642
Cannon Global Investment Management
Florida
$1.4M +$1.37M +23,600 New
LSA
643
L & S Advisors
California
$1.4M -$57.3K -988 -4%
MWM
644
Minot Wealth Management
Massachusetts
$1.39M +$66.1K +1,140 +5%
MWPCG
645
Measured Wealth Private Client Group
New Hampshire
$1.39M – – –
TCWM
646
Total Clarity Wealth Management
Illinois
$1.39M -$2.27M -39,160 -63%
HTC
647
Haverford Trust Company
Pennsylvania
$1.38M +$38K +656 +3%
RTS
648
Round Table Services
New Jersey
$1.37M -$265K -4,580 -17%
PMAS
649
PNC Managed Account Solutions
Texas
$1.35M +$1.32M +22,788 New
CFA
650
Carroll Financial Associates
North Carolina
$1.34M +$64K +1,104 +5%
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