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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
S
726
SignatureFD
Georgia
$244K +$21.6K +528 +10%
TCPWM
727
Traverso Chambers Private Wealth Management
California
$243K – – –
MWM
728
Mission Wealth Management
California
$242K -$13.9K -340 -6%
PSF
729
Pacific Sun Financial
California
$241K +$236K +5,756 New
CCA
730
Checchi Capital Advisers
California
$240K -$30.1K -736 -11%
CAM
731
Chandler Asset Management
California
$240K – – –
HCMT
732
Highland Capital Management (Tennessee)
Tennessee
$240K +$235K +5,732 New
NSIM
733
North Star Investment Management
Illinois
$239K +$327 +8 +0.1%
SCA
734
Strategic Capital Advisers
Colorado
$238K – – –
FBFS
735
First Business Financial Services
Wisconsin
$236K – – –
MFG
736
Merit Financial Group
Georgia
$235K -$16.4K -400 -6%
AF
737
Arrow Financial
New York
$235K – – –
BAM
738
Barrett Asset Management
New York
$235K – – –
LWM
739
Lyell Wealth Management
California
$235K – – –
NGA
740
Naples Global Advisors
Florida
$235K +$8.18K +200 +4%
MAS
741
Madden Advisory Services
Florida
$234K -$9.82K -240 -4%
BIA
742
Bigelow Investment Advisors
Maine
$229K +$224K +5,480 New
MSAM
743
Moloney Securities Asset Management
Missouri
$228K -$491 -12 -0.2%
TWM
744
Titus Wealth Management
California
$227K -$14.6K -356 -6%
BO
745
BRR OpCo
Ohio
$226K -$2.62K -64 -1%
RIA
746
Realta Investment Advisors
Delaware
$226K +$150K +3,672 +211%
WWM
747
Western Wealth Management
Colorado
$226K +$222K +5,432 New
VWA
748
V Wealth Advisors
Kansas
$224K +$216K +5,268 New
NB
749
Nicolet Bankshares
Wisconsin
$224K +$219K +5,356 New
CAM
750
Congress Asset Management
Massachusetts
$224K +$219K +5,360 New
28 29
30
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