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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
951
Evanson Asset Management
California
$431K -$198K -3,424 -32%
SAM
952
Summit Asset Management
Tennessee
$424K – – –
KLI
953
Kelman-Lazarov Inc
Tennessee
$423K -$126K -2,180 -23%
BC
954
Burney Company
Virginia
$423K +$1.16K +20 +0.3%
LRPA
955
L. Roy Papp & Associates
Arizona
$423K +$25.5K +440 +7%
SFG
956
Sovereign Financial Group
Connecticut
$422K – – –
LCM
957
Logan Capital Management
Pennsylvania
$421K – – –
TCPWM
958
Traverso Chambers Private Wealth Management
California
$418K – – –
OC
959
Oakworth Capital
Alabama
$415K -$255K -4,400 -39%
JCM
960
Jacobi Capital Management
Pennsylvania
$414K +$66.3K +1,144 +20%
NAM
961
NTV Asset Management
West Virginia
$413K – – –
SWM
962
Soundmark Wealth Management
Washington
$412K +$17.4K +300 +5%
WSFS
963
Wilmington Savings Fund Society
Delaware
$410K -$53.1K -916 -12%
NGA
964
Naples Global Advisors
Florida
$409K -$695 -12 -0.2%
1SB
965
1ST Source Bank
Indiana
$409K – – –
RWM
966
Raffa Wealth Management
District of Columbia
$409K +$1.16K +20 +0.3%
BCA
967
Biltmore Capital Advisors
New Jersey
$407K +$44.3K +764 +13%
CRCM
968
Corbett Road Capital Management
Virginia
$406K -$169K -2,916 -30%
IA
969
IFS Advisors
Kansas
$406K +$397K +6,844 New
BWM
970
Birchcreek Wealth Management
Ohio
$403K -$34.8K -600 -8%
GIA
971
GHP Investment Advisors
Colorado
$403K +$232 +4 +0.1%
TVWM
972
Tower View Wealth Management
Wisconsin
$399K -$1.16K -20 -0.3%
RWP
973
RWA Wealth Partners
Massachusetts
$399K – – –
EA
974
Ellsworth Advisors
Ohio
$398K – – –
ACM
975
Ategra Capital Management
Virginia
$396K – – –
37 38
39
40 41