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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
1051
Balanced Rock Investment Advisors
Massachusetts
$1.4M +$1.31M +19,992 New
RSVP
1052
Ramsay Stattman Vela & Price
Colorado
$1.39M – – –
AFG
1053
Allegheny Financial Group
Pennsylvania
$1.39M +$162K +2,464 +14%
VAMG
1054
Voisard Asset Management Group
Michigan
$1.39M – – –
TFCP
1055
Twin Focus Capital Partners
Massachusetts
$1.39M -$69.6K -1,060 -5%
GI
1056
GAMMA Investing
California
$1.38M +$41.2K +628 +3%
PGA
1057
Portland Global Advisors
Maine
$1.38M +$2.63K +40 +0.2%
CFO
1058
Callan Family Office
Pennsylvania
$1.38M -$43.3K -660 -3%
FIA
1059
Foundations Investment Advisors
Arizona
$1.38M +$400K +6,092 +45%
PG
1060
Proffitt & Goodson
Tennessee
$1.37M -$4.2K -64 -0.3%
AR
1061
Advisory Research
Illinois
$1.37M +$56.2K +856 +5%
NCFG
1062
New Century Financial Group
New Jersey
$1.37M -$868K -13,224 -40%
FA
1063
FF Advisors
California
$1.36M – – –
WAG
1064
Winthrop Advisory Group
Massachusetts
$1.35M +$1.27M +19,292 New
FNBT
1065
FineMark National Bank & Trust
Florida
$1.34M +$23.4K +356 +2%
GC
1066
Gilbert & Cook
Iowa
$1.34M -$12.3K -188 -1%
ECM
1067
EagleClaw Capital Management
Massachusetts
$1.33M – – –
NB
1068
NBT Bank
New York
$1.32M -$200K -3,040 -14%
MWM
1069
Mission Wealth Management
California
$1.31M +$271K +4,128 +28%
CT
1070
Coastline Trust
Rhode Island
$1.31M +$165K +2,520 +16%
MFG
1071
Mosaic Financial Group
Illinois
$1.3M – – –
TPWA
1072
Twin Peaks Wealth Advisors
California
$1.3M +$263K +4,012 +28%
HPC
1073
HM Payson & Co
Maine
$1.3M – – –
TA
1074
Tactive Advisors
Florida
$1.3M +$1.22M +18,536 New
SCA
1075
Stillwater Capital Advisors
Pennsylvania
$1.29M +$3.15K +48 +0.3%
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43
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