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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
976
Madden Advisory Services
Florida
$345K – – –
WCWM
977
Willow Creek Wealth Management
California
$343K +$43.4K +800 +15%
TI
978
Trexquant Investment
Connecticut
$342K +$113K +2,084 +51%
WDC
979
Woodward Diversified Capital
California
$341K -$17.4K -320 -5%
BCM
980
Bienville Capital Management
New York
$340K +$333K +6,136 New
CCM
981
Crew Capital Management
Ohio
$340K +$333K +6,136 New
MPW
982
Monterey Private Wealth
California
$339K +$74.7K +1,376 +31%
FPCG
983
Fort Pitt Capital Group
Pennsylvania
$338K – – –
FFWA
984
FRG Family Wealth Advisors
Washington
$338K – – –
LWP
985
Laurel Wealth Planning
Minnesota
$338K +$121K +2,236 +58%
EWM
986
EPG Wealth Management
Georgia
$338K +$332K +6,112 New
MWM
987
Madison Wealth Management
Ohio
$337K +$51.7K +952 +19%
BCA
988
Biltmore Capital Advisors
New Jersey
$337K +$331K +6,092 New
CFA
989
CWS Financial Advisors
Michigan
$336K – – –
FPGK
990
Financial Partners Group (Kansas)
Kansas
$336K +$20.2K +372 +7%
SB
991
Sunflower Bank
Texas
$335K -$55.1K -1,016 -14%
SIAG
992
Safeguard Investment Advisory Group
California
$334K +$651 +12 +0.2%
MWP
993
Meridian Wealth Partners
Pennsylvania
$333K -$10.4K -192 -3%
KW
994
KWB Wealth
California
$333K – – –
FPCM
995
Financial Partners Capital Management
New York
$332K +$1.74K +32 +0.5%
CT
996
Columbia Trust
Oregon
$331K – – –
SAM
997
Silvercrest Asset Management
New York
$330K -$21.9K -404 -6%
MP
998
McDonald Partners
Ohio
$329K – – –
GF
999
Gries Financial
Ohio
$327K +$314K +5,792 New
CWM
1000
Chicago Wealth Management
Illinois
$326K +$320K +5,896 New
38 39
40
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