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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
751
Arrow Financial
New York
$236K – – –
VWA
752
V Wealth Advisors
Kansas
$236K +$15.4K +368 +7%
BAM
753
Barrett Asset Management
New York
$235K – – –
LWM
754
Lyell Wealth Management
California
$235K – – –
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$235K +$22.7K +544 +11%
FPGK
756
Financial Partners Group (Kansas)
Kansas
$234K -$65K -1,556 -22%
APG
757
Abacus Planning Group
South Carolina
$232K -$128K -3,060 -36%
FBFS
758
First Business Financial Services
Wisconsin
$232K -$5.18K -124 -2%
GM
759
GeoWealth Management
Illinois
$231K +$230K +5,496 New
MSAM
760
Moloney Securities Asset Management
Missouri
$229K +$167 +4 +0.1%
BO
761
BRR OpCo
Ohio
$227K – – –
SMFS
762
Squar Milner Financial Services
California
$227K +$92.8K +2,220 +76%
CCMG
763
Clark Capital Management Group
Pennsylvania
$226K -$50.1K -1,200 -18%
OCM
764
Orser Capital Management
Texas
$226K – – –
CAM
765
Congress Asset Management
Massachusetts
$225K – – –
MIA
766
MainStreet Investment Advisors
Illinois
$225K – – –
SFG
767
SNS Financial Group
Minnesota
$225K +$19.4K +464 +9%
LRPA
768
L. Roy Papp & Associates
Arizona
$224K – – –
TCPWM
769
Traverso Chambers Private Wealth Management
California
$222K -$19.9K -476 -8%
BIA
770
Bigelow Investment Advisors
Maine
$219K -$11K -264 -5%
WWM
771
Western Wealth Management
Colorado
$219K -$8.36K -200 -4%
DWA
772
Douglass Winthrop Advisors
New York
$219K – – –
GLLW
773
Graves Light Lenhart Wealth
Virginia
$219K +$12.4K +296 +6%
W
774
WealthStone
Ohio
$219K +$219K +5,236 New
SS
775
Simplicity Solutions
Minnesota
$218K +$218K +5,212 New
29 30
31
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