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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1176
Regent Peak Wealth Advisors
Georgia
$284K +$6.27K +120 +2%
SNBOSD
1177
Security National Bank of So Dak
Iowa
$284K +$6.27K +120 +2%
NSAM
1178
North Star Asset Management
Wisconsin
$283K – – –
KW
1179
KWB Wealth
California
$283K +$418 +8 +0.1%
MAM
1180
Meeder Asset Management
Ohio
$282K +$217K +4,156 +226%
SAM
1181
Strategy Asset Managers
California
$282K +$313K +5,996 New
FPCM
1182
Financial Partners Capital Management
New York
$280K – – –
IFPG
1183
Intrepid Financial Planning Group
Indiana
$280K – – –
TCM
1184
Triumph Capital Management
Colorado
$280K +$63.3K +1,212 +26%
NC
1185
NewSquare Capital
Pennsylvania
$280K +$255K +4,888 +459%
PWM
1186
Penobscot Wealth Management
Maine
$279K +$1.04K +20 +0.3%
RWA
1187
River Wealth Advisors
Pennsylvania
$278K +$5.64K +108 +2%
WFS
1188
Weitzel Financial Services
Iowa
$277K -$19.4K -372 -6%
CWM
1189
Chicago Wealth Management
Illinois
$277K – – –
BWL
1190
Bogart Wealth LLC
Virginia
$276K -$17.4K -332 -5%
LMKC
1191
L.M. Kohn & Company
Ohio
$275K -$113K -2,160 -27%
ML
1192
McAdam LLC
Pennsylvania
$275K -$4.18K -80 -1%
CFC
1193
Coyle Financial Counsel
Illinois
$271K -$327K -6,248 -52%
WFA
1194
WMG Financial Advisors
Tennessee
$271K – – –
FIB
1195
First Interstate Bank
Montana
$271K +$301K +5,764 New
VCA
1196
Verdence Capital Advisors
Maryland
$268K – – –
SI
1197
Saxon Interests
Texas
$268K +$3.97K +76 +1%
WP
1198
WealthShield Partners
North Carolina
$268K +$21.7K +416 +8%
CAM
1199
Congress Asset Management
Massachusetts
$268K +$68.6K +1,312 +30%
BFM
1200
Boston Financial Management
Massachusetts
$267K -$140K -2,688 -32%
46 47
48
49 50