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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
826
Orser Capital Management
Texas
$271K +$30.9K +720 +13%
C1AG
827
Client 1st Advisory Group
Florida
$271K +$261K +6,080 New
IBOK
828
Independence Bank of Kentucky
Kentucky
$270K +$58.9K +1,372 +29%
CFA
829
CWS Financial Advisors
Michigan
$268K +$259K +6,024 New
FLA
830
Financial Life Advisors
Texas
$267K -$54.1K -1,260 -17%
BFPW
831
BOK Financial Private Wealth
Colorado
$266K +$257K +5,980 New
NA
832
Nottingham Advisors
New York
$265K +$2.92K +68 +1%
WA
833
WP Advisors
California
$265K +$255K +5,944 New
RI
834
Ridgewood Investments
New Jersey
$264K +$255K +5,936 New
FPGK
835
Financial Partners Group (Kansas)
Kansas
$263K +$9.96K +232 +4%
S
836
SignatureFD
Georgia
$259K -$12.7K -296 -5%
KWM
837
Kingsview Wealth Management
Oregon
$256K -$53.8K -1,252 -18%
OC
838
Oarsman Capital
Wisconsin
$255K -$4.98K -116 -2%
FC
839
Fulcrum Capital
Washington
$253K -$17.2K -400 -7%
UAS
840
United Asset Strategies
New York
$251K -$35K -816 -13%
AF
841
Arrow Financial
New York
$251K – – –
BAM
842
Barrett Asset Management
New York
$250K – – –
CCA
843
Checchi Capital Advisers
California
$249K -$1.55K -36 -0.6%
LWM
844
Lyell Wealth Management
California
$249K – – –
APG
845
Abacus Planning Group
South Carolina
$247K – – –
SCA
846
Strategic Capital Advisers
Colorado
$242K -$8.59K -200 -4%
RIA
847
Realta Investment Advisors
Delaware
$242K +$88.3K +2,056 +59%
LRPA
848
L. Roy Papp & Associates
Arizona
$241K +$3.44K +80 +1%
WCWM
849
Willow Creek Wealth Management
California
$240K -$144K -3,364 -38%
CCMG
850
Clark Capital Management Group
Pennsylvania
$240K – – –
32 33
34
35 36