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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
926
United Asset Strategies
New York
$201K -$15.7K -360 -7%
BAM
927
Barrett Asset Management
New York
$200K – – –
PFSC
928
Peoples Financial Services Corp
Pennsylvania
$200K +$57.5K +1,320 +41%
FEG
929
Financial Enhancement Group
Indiana
$195K -$2.79K -64 -1%
TFM
930
TFC Financial Management
Massachusetts
$193K +$191K +4,380 New
CAL
931
Capital Advisors Ltd
Ohio
$191K – – –
PB
932
Pinnacle Bancorp
Nebraska
$191K – – –
HWA
933
HHM Wealth Advisors
Tennessee
$188K – – –
CCM
934
Cribstone Capital Management
Maine
$186K -$820K -18,816 -82%
NSB
935
Norway Savings Bank
Maine
$185K -$17.4K -400 -9%
AP
936
Atwood & Palmer
Missouri
$182K -$6.8K -156 -4%
EW
937
Element Wealth
Mississippi
$174K – – –
FMII
938
Farmers & Merchants Investments Inc
Nebraska
$173K -$36.6K -840 -18%
JCM
939
Jacobi Capital Management
Pennsylvania
$172K +$7.84K +180 +5%
CB
940
CNB Bank
Pennsylvania
$170K +$872 +20 +0.5%
SWM
941
Sugarloaf Wealth Management
Georgia
$161K +$523 +12 +0.3%
CWM
942
Cedar Wealth Management
California
$160K +$13.6K +312 +9%
HBT
943
Hills Bank & Trust
Iowa
$158K +$157K +3,592 New
TF
944
TimeScale Financial
Massachusetts
$152K -$2.62K -60 -2%
IFAM
945
Institutional & Family Asset Management
Colorado
$151K +$5.58K +128 +4%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$150K -$17.3K -396 -10%
APW
947
Acima Private Wealth
Virginia
$144K – – –
HFA
948
Hoover Financial Advisors
Pennsylvania
$133K -$38.7K -888 -23%
CTB
949
Country Trust Bank
Illinois
$133K +$40.6K +932 +45%
PC
950
Permanens Capital
New York
$132K – – –
36 37
38
39 40