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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
1026
Segall Bryant & Hamill
Illinois
$563K +$555K +9,460 New
GD
1027
Grandfield & Dodd
New York
$560K +$109K +1,860 +25%
MWA
1028
Moser Wealth Advisors
Washington
$559K – – –
OWA
1029
Octavia Wealth Advisors
Ohio
$557K +$10.6K +180 +2%
OPS
1030
Orion Portfolio Solutions
Nebraska
$556K +$5.87K +100 +1%
AWM
1031
Aries Wealth Management
Maine
$553K -$6.61M -112,600 -92%
OFG
1032
Omega Financial Group
California
$553K +$1.17K +20 +0.2%
KCM
1033
Kennicott Capital Management
California
$551K +$31.9K +544 +6%
FNBT
1034
FineMark National Bank & Trust
Florida
$549K -$201K -3,424 -27%
HR
1035
Hardy Reed
Mississippi
$546K -$8.88M -151,360 -94%
B
1036
Bensler
Washington
$545K +$538K +9,172 New
HSA
1037
HBK Sorce Advisory
Pennsylvania
$543K -$22.3K -380 -4%
BBW
1038
Blue Barn Wealth
Utah
$543K +$14.6K +248 +3%
WP
1039
WealthPLAN Partners
Nebraska
$540K +$20.9K +356 +4%
WIM
1040
WealthPlan Investment Management
Nebraska
$540K +$580K +9,880 New
BAM
1041
Beaumont Asset Management
Texas
$539K – – –
IA
1042
IFG Advisory
Georgia
$538K -$41.5K -708 -7%
STB
1043
S&T Bank
Pennsylvania
$537K -$54.9K -936 -9%
RWP
1044
RWA Wealth Partners
Massachusetts
$536K +$46.2K +788 +10%
PAG
1045
Private Advisory Group
Washington
$534K +$527K +8,980 New
BWCS
1046
Beirne Wealth Consulting Services
Connecticut
$533K +$526K +8,964 New
PFWA
1047
Paces Ferry Wealth Advisors
Georgia
$531K +$1.64K +28 +0.3%
IAP
1048
Indie Asset Partners
Indiana
$529K -$37.5K -640 -7%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$529K +$469 +8 +0.1%
NCM
1050
Noesis Capital Mangement
Florida
$529K +$223K +3,800 +75%
40 41
42
43 44