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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
676
Arcadia Investment Management
Michigan
$155K – – –
ADL
677
Asset Dedication LLC
California
$153K +$8.98K +220 +6%
DBT
678
Dubuque Bank & Trust
Iowa
$151K -$4.24K -104 -3%
PCP
679
Proficio Capital Partners
Massachusetts
$149K – – –
CA
680
Crewe Advisors
Utah
$141K – – –
PCM
681
Princeton Capital Management
New Jersey
$141K +$23K +564 +20%
RWA
682
River Wealth Advisors
Pennsylvania
$136K – – –
PMFA
683
Plante Moran Financial Advisors
Michigan
$132K +$58.8K +1,440 +81%
KBFS
684
Kohmann Bosshard Financial Services
Ohio
$126K – – –
PW
685
Price Wealth
Texas
$126K – – –
SMFS
686
Squar Milner Financial Services
California
$121K -$65.5K -1,604 -35%
CAC
687
Certified Advisory Corp
Florida
$119K +$24.6K +604 +26%
BEAM
688
Baker Ellis Asset Management
Washington
$115K – – –
SAS
689
Stelac Advisory Services
New York
$115K – – –
AF
690
Allworth Financial
California
$113K -$11.9K -292 -10%
KPCM
691
Kings Point Capital Management
New York
$112K – – –
YWP
692
YorkBridge Wealth Partners
New York
$103K – – –
CB
693
CNB Bank
Pennsylvania
$101K – – –
RCA
694
Rowland Carmichael Advisors
Arizona
$101K +$20.2K +496 +25%
TCOV
695
Trust Company of Vermont
Vermont
$97K -$5.55K -136 -5%
WAM
696
Watermark Asset Management
California
$96K – – –
WF
697
WealthTrust Fairport
Ohio
$95K -$26.3K -644 -22%
CWA
698
Clarus Wealth Advisors
Arizona
$95K +$326 +8 +0.3%
BCWM
699
Bartlett & Co Wealth Management
Ohio
$89.4K – – –
BC
700
Bartlett & Co
Ohio
$89K – – –
26 27
28
29 30