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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
651
Clear Creek Financial Management
Washington
$593K +$316K +8,256 +133%
PWM
652
Paulson Wealth Management
Illinois
$588K -$33.6K -876 -6%
IC
653
Intersect Capital
California
$580K -$164K -4,272 -23%
PL
654
Plancorp LLC
Missouri
$580K +$126K +3,292 +30%
WF
655
Welch & Forbes
Massachusetts
$578K -$919 -24 -0.2%
CPO
656
Cerity Partners OCIO
New York
$577K +$22.8K +596 +4%
SKK
657
Shepherd Kaplan Krochuk
Massachusetts
$573K +$3.22K +84 +0.6%
VWA
658
V Wealth Advisors
Kansas
$568K -$241K -6,300 -31%
MCM
659
Mitchell Capital Management
Kansas
$561K – – –
ACM
660
AlphaStar Capital Management
North Carolina
$559K -$158K -4,116 -24%
FTI
661
Fiduciary Trust International
Massachusetts
$557K – – –
CBN
662
Cadence Bank NA
Texas
$553K +$71.7K +1,872 +16%
IWA
663
Inspirion Wealth Advisors
Illinois
$553K +$251K +6,560 +95%
FNBT
664
FineMark National Bank & Trust
Florida
$550K +$18.4K +480 +4%
IA
665
IFG Advisors
Missouri
$549K +$213K +5,556 +71%
HWA
666
Heritage Wealth Advisors
Virginia
$547K +$55.3K +1,444 +12%
PWMAG
667
Pinnacle Wealth Management Advisory Group
New Jersey
$545K -$20.7K -540 -4%
QCM
668
Quest Capital Management
Texas
$544K +$122K +3,184 +32%
PFM
669
Parsec Financial Management
North Carolina
$543K +$15.9K +416 +3%
FDCDDQ
670
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K – – –
WA
671
Wealth Architects
California
$540K – – –
FA
672
Fiducient Advisors
Illinois
$539K -$1.26M -32,868 -71%
LPIC
673
LeJeune Puetz Investment Counsel
Michigan
$534K -$123K -3,200 -20%
LRIA
674
Leonard Rickey Investment Advisors
Washington
$534K +$2.76K +72 +0.6%
TFS
675
Thoroughbred Financial Services
Tennessee
$526K +$222K +5,796 +82%
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