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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1126
Ferguson Wellman Capital Management
Oregon
$336K -$7.32K -140 -2%
CWM
1127
Congress Wealth Management
Massachusetts
$336K – – –
MWP
1128
Meridian Wealth Partners
Pennsylvania
$334K +$48.9K +936 +15%
SMA
1129
Sage Mountain Advisors
Georgia
$333K -$53.7K -1,028 -13%
KLI
1130
Kelman-Lazarov Inc
Tennessee
$333K – – –
PAM
1131
Private Asset Management
California
$331K -$214K -4,088 -37%
TCPWM
1132
Traverso Chambers Private Wealth Management
California
$331K – – –
SAM
1133
Silvercrest Asset Management
New York
$330K – – –
RWM
1134
Raffa Wealth Management
District of Columbia
$329K +$1.46K +28 +0.4%
PFM
1135
Parsec Financial Management
North Carolina
$329K -$21.7K -416 -6%
PB
1136
Pinnacle Bancorp
Nebraska
$329K -$16.7K -320 -4%
BWM
1137
Birchcreek Wealth Management
Ohio
$327K – – –
NGA
1138
Naples Global Advisors
Florida
$324K – – –
ACM
1139
Ategra Capital Management
Virginia
$323K – – –
BI
1140
Blooom Inc
Kansas
$317K +$10.7K +204 +4%
PTP
1141
Platform Technology Partners
New York
$315K +$80.3K +1,536 +30%
TVWM
1142
Tower View Wealth Management
Wisconsin
$313K -$1.04K -20 -0.3%
OC
1143
Oakworth Capital
Alabama
$313K – – –
WTFG
1144
Wells Trecaso Financial Group
Ohio
$312K +$17.4K +332 +5%
ECG
1145
EPIQ Capital Group
California
$310K +$1.46K +28 +0.4%
EA
1146
Ellsworth Advisors
Ohio
$309K – – –
WA1
1147
Wimmer Associates 1
California
$309K – – –
BC
1148
Bowman & Company
Wisconsin
$306K -$392K -7,508 -54%
PCM
1149
Passive Capital Management
Maryland
$305K – – –
FFBTD
1150
First Financial Bank - Trust Division
Ohio
$305K -$418 -8 -0.1%
44 45
46
47 48