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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
1051
Verity Asset Management
North Carolina
$343K +$350K +5,788 New
RPWA
1052
Regent Peak Wealth Advisors
Georgia
$342K – – –
PWM
1053
Penobscot Wealth Management
Maine
$339K -$14.3K -236 -4%
EW
1054
Evoke Wealth
California
$336K – – –
MWM
1055
Madison Wealth Management
Ohio
$330K +$5.56K +92 +2%
CPFP
1056
Clear Perspectives Financial Planning
Ohio
$330K +$16.9K +280 +5%
BTWM
1057
Baker Tilly Wealth Management
Wisconsin
$330K +$337K +5,572 New
FPCG
1058
Fort Pitt Capital Group
Pennsylvania
$328K -$33.6K -556 -9%
FNBOMD
1059
First National Bank of Mount Dora
Florida
$327K – – –
HVP
1060
Hudson Value Partners
Florida
$327K – – –
LIM
1061
Lathrop Investment Management
Arkansas
$326K -$1.69K -28 -0.5%
SAM
1062
Strategy Asset Managers
California
$326K – – –
BBNA
1063
Bremer Bank National Association
Minnesota
$323K -$15.2K -252 -4%
RC
1064
RegentAtlantic Capital
New Jersey
$318K +$3.14K +52 +1%
LNB
1065
Ledyard National Bank
$317K -$48.3K -800 -13%
IF
1066
Ironwood Financial
Arizona
$317K – – –
WP
1067
WealthSource Partners
California
$317K +$33.6K +556 +12%
IIC
1068
Ironwood Investment Counsel
Arizona
$316K +$483 +8 +0.1%
ACA
1069
Aptus Capital Advisors
Alabama
$313K -$10.9K -180 -3%
RWA
1070
River Wealth Advisors
Pennsylvania
$312K +$725 +12 +0.2%
FFA
1071
Founders Financial Alliance
North Carolina
$309K +$3.63K +60 +1%
CT
1072
Columbia Trust
Oregon
$308K -$6.04K -100 -2%
SW
1073
SkyOak Wealth
Michigan
$308K – – –
CSIC
1074
Clifford Swan Investment Counsel
California
$307K +$725 +12 +0.2%
OWM
1075
Orgel Wealth Management
Wisconsin
$305K – – –
41 42
43
44 45