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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
701
King Wealth Management Group
Florida
$247K -$125K -3,260 -35%
MWM
702
Mission Wealth Management
California
$246K +$236K +6,128 New
LCM
703
LVM Capital Management
Michigan
$245K -$33.2K -864 -12%
FPCG
704
Fort Pitt Capital Group
Pennsylvania
$245K – – –
FFWA
705
FRG Family Wealth Advisors
Washington
$245K – – –
CSIC
706
Clifford Swan Investment Counsel
California
$242K – – –
NCM
707
Narwhal Capital Management
Georgia
$239K – – –
MFG
708
Merit Financial Group
Georgia
$239K +$271K +7,044 New
MFG
709
Magnus Financial Group
New York
$238K -$29.8K -776 -12%
FAT
710
First American Trust
California
$238K – – –
OCM
711
Orser Capital Management
Texas
$237K -$33.8K -880 -13%
MAS
712
Madden Advisory Services
Florida
$235K – – –
CCM
713
Condor Capital Management
New Jersey
$234K – – –
TCPWM
714
Traverso Chambers Private Wealth Management
California
$232K +$222K +5,764 New
TWM
715
Titus Wealth Management
California
$232K +$222K +5,780 New
BPB
716
Badgley, Phelps & Bell
Washington
$231K +$221K +5,744 New
CAM
717
Chandler Asset Management
California
$230K – – –
NSIM
718
North Star Investment Management
Illinois
$230K – – –
PAG
719
Private Advisory Group
Washington
$229K – – –
SCA
720
Strategic Capital Advisers
Colorado
$228K -$4.62K -120 -2%
FBFS
721
First Business Financial Services
Wisconsin
$227K +$217K +5,652 New
AF
722
Arrow Financial
New York
$226K – – –
BAM
723
Barrett Asset Management
New York
$226K – – –
LWM
724
Lyell Wealth Management
California
$226K +$215K +5,600 New
OC
725
Oarsman Capital
Wisconsin
$225K +$215K +5,592 New
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