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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Aspire Wealth Management
Massachusetts
$878K -$36.5K -676 -4%
FBFS
852
First Business Financial Services
Wisconsin
$877K – – –
CCG
853
Cypress Capital Group
Florida
$865K +$190K +3,516 +25%
MPCG
854
Matrix Private Capital Group
New York
$858K -$52.5K -972 -5%
WA
855
WBH Advisory
Maryland
$857K -$45.4K -840 -5%
KCM
856
Karp Capital Management
California
$854K +$937K +17,344 New
MFA
857
McClarren Financial Advisors
Pennsylvania
$850K -$4.99M -92,444 -84%
TA
858
TFG Advisers
Michigan
$846K -$6.48K -120 -0.7%
FCBT
859
First Citizens Bank & Trust
North Carolina
$845K +$109K +2,020 +13%
DI
860
Disciplined Investments
Oklahoma
$842K -$56.8K -1,052 -6%
SF
861
SBK Financial
Virginia
$842K – – –
DFA
862
Delta Financial Advisors
Louisiana
$842K +$864 +16 +0.1%
GIM
863
Goelzer Investment Management
Indiana
$839K +$476K +8,816 +107%
B
864
Brightworth
Georgia
$831K -$343K -6,352 -27%
LFS
865
Lutz Financial Services
Nebraska
$830K +$276K +5,112 +43%
PCA
866
Pallas Capital Advisors
Massachusetts
$826K -$21.2K -392 -2%
BFA
867
Bluestem Financial Advisors
Illinois
$824K -$7.56K -140 -0.8%
WA
868
Wealth Architects
California
$824K – – –
AP
869
Americana Partners
Texas
$821K +$19.2K +356 +2%
PWA
870
Peterson Wealth Advisors
Utah
$821K +$50.6K +936 +6%
RT
871
Rockland Trust
Massachusetts
$817K +$32.6K +604 +4%
GWM
872
Greenhouse Wealth Management
Connecticut
$812K +$17.1K +316 +2%
EFSCE
873
Enterprise Financial Services Corp (EFSC)
Missouri
$807K -$9.51K -176 -1%
SWM
874
Selective Wealth Management
Virginia
$805K +$858K +15,876 +3,364%
LA
875
LexAurum Advisors
Kansas
$803K +$25.3K +468 +3%
33 34
35
36 37