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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
776
180 Wealth Advisors
Washington
$258K -$5.13K -124 -2%
MCM
777
Magnolia Capital Management
New York
$257K – – –
9WM
778
9258 Wealth Management
Ohio
$255K -$33.1K -800 -10%
RBCM
779
Raub Brock Capital Management
California
$254K +$22.4K +540 +8%
FANJ
780
Financial Architects (New Jersey)
New Jersey
$252K +$137K +3,320 +76%
CT
781
Columbia Trust
Oregon
$251K -$150K -3,612 -32%
FPCG
782
Fort Pitt Capital Group
Pennsylvania
$251K +$994 +24 +0.3%
MC
783
Moors & Cabot
Massachusetts
$248K -$159K -3,840 -34%
HWM
784
Howard Wealth Management
Connecticut
$246K -$14.9K -360 -5%
KWM
785
Kingsview Wealth Management
Oregon
$246K +$71.9K +1,736 +30%
CA
786
Crewe Advisors
Utah
$245K +$92.1K +2,224 +43%
SNBOSD
787
Security National Bank of So Dak
Iowa
$244K -$384K -9,268 -56%
IA
788
IFG Advisory
Georgia
$244K +$16.7K +404 +6%
IWMA
789
Ironwood Wealth Management (Arizona)
Arizona
$243K -$39.9K -964 -12%
NB
790
Nicolet Bankshares
Wisconsin
$243K -$10.6K -256 -3%
GIA
791
Gladstone Institutional Advisory
Florida
$243K +$98.6K +2,380 +48%
GSWM
792
Golden State Wealth Management
California
$243K +$306K +7,388 New
PCM
793
Penn Capital Management
Pennsylvania
$241K -$364K -8,792 -55%
ADL
794
Asset Dedication LLC
California
$241K -$48.4K -1,168 -14%
MCM
795
Mengis Capital Management
Oregon
$241K – – –
HNB
796
Huntington National Bank
Ohio
$240K – – –
SVWAG
797
Sound View Wealth Advisors Group
Georgia
$238K – – –
AWS
798
AJ Wealth Strategies
New York
$233K -$17.8M -430,328 -98%
CCT
799
Capital City Trust
Florida
$233K -$86K -2,076 -23%
AP
800
Arlington Partners
Alabama
$233K +$293K +7,084 New
30 31
32
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