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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
901
Trust Company of Vermont
Vermont
$1.43M +$106K +1,800 +9%
ACM
902
Alpha Capital Management
Texas
$1.43M -$550K -9,304 -29%
TI
903
Truepoint Inc
Ohio
$1.43M -$1.07M -18,028 -44%
SWA
904
Sightline Wealth Advisors
Connecticut
$1.42M -$600K -10,160 -31%
SEP
905
Southland Equity Partners
Missouri
$1.42M +$103K +1,748 +8%
CW
906
CreativeOne Wealth
Kansas
$1.41M +$360K +6,092 +37%
APWM
907
Atlas Private Wealth Management
New York
$1.4M +$528K +8,936 +67%
GC
908
Grimes & Company
Massachusetts
$1.39M +$101K +1,708 +8%
ML
909
Mayport LLC
Massachusetts
$1.39M – – –
BFG
910
Beacon Financial Group
Texas
$1.38M -$38.1K -644 -3%
CAM
911
Chandler Asset Management
California
$1.38M – – –
CHAM
912
Clear Harbor Asset Management
Connecticut
$1.38M +$11.8K +200 +0.9%
AR
913
Advisory Research
Illinois
$1.38M – – –
FCM
914
Fortis Capital Management
Washington
$1.37M +$79K +1,336 +6%
BCI
915
Brinker Capital Investments
Pennsylvania
$1.37M -$481K -8,132 -27%
OPS
916
Orion Portfolio Solutions
Nebraska
$1.37M -$481K -8,132 -27%
PCH
917
PGIM Custom Harvest
New Jersey
$1.37M +$813K +13,760 +169%
OFG
918
Oxford Financial Group
Indiana
$1.36M +$460K +7,776 +55%
MSF
919
Mustard Seed Financial
Arkansas
$1.36M -$69.7K -1,180 -5%
PGA
920
Portland Global Advisors
Maine
$1.36M -$61.5K -1,040 -5%
CFG
921
Citizens Financial Group
Rhode Island
$1.36M -$131K -2,220 -9%
AF
922
Alerus Financial
North Dakota
$1.34M +$1.27M +21,500 New
KAS
923
KPP Advisory Services
Kentucky
$1.33M +$1.26M +21,320 New
PIA
924
Perennial Investment Advisors
California
$1.33M +$104K +1,756 +9%
IWA
925
Inspirion Wealth Advisors
Illinois
$1.33M +$236 +4 +0%
35 36
37
38 39