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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1201
Salomon & Ludwin
Virginia
$281K +$80.8K +1,496 +35%
HVP
1202
Hudson Value Partners
Florida
$280K -$52.7K -976 -15%
CAM
1203
Concorde Asset Management
Michigan
$279K -$59.6K -1,104 -16%
EWM
1204
EPG Wealth Management
Georgia
$277K -$26.6K -492 -8%
MWM
1205
Madison Wealth Management
Ohio
$277K +$2.81K +52 +0.9%
TWP
1206
Total Wealth Planning
Ohio
$276K -$38.7K -716 -11%
DI
1207
DAGCO Inc
Ohio
$276K +$119K +2,204 +65%
LTL
1208
Lowery Thomas LLC
California
$274K -$20.7K -384 -6%
IP
1209
Intellectus Partners
California
$274K +$300K +5,560 New
HSA
1210
HBK Sorce Advisory
Pennsylvania
$272K -$195K -3,616 -40%
FNBOMD
1211
First National Bank of Mount Dora
Florida
$272K – – –
CWS
1212
Confluence Wealth Services
Pennsylvania
$272K +$40.4K +748 +18%
LOPW
1213
Live Oak Private Wealth
North Carolina
$272K +$299K +5,532 New
HS
1214
Horan Securities
United States
$271K -$11.9K -220 -4%
AWM
1215
Avaii Wealth Management
Wisconsin
$271K – – –
FPCG
1216
Fort Pitt Capital Group
Pennsylvania
$271K – – –
LIM
1217
Lathrop Investment Management
Arkansas
$271K – – –
BPWM
1218
Badgley Phelps Wealth Managers
Washington
$271K +$71.8K +1,328 +32%
FFWA
1219
FRG Family Wealth Advisors
Washington
$270K – – –
CC
1220
Cannell & Co
New York
$269K -$5.19K -96 -2%
MCM
1221
Mill Capital Management
North Carolina
$269K +$41.3K +764 +16%
MWM
1222
Mascoma Wealth Management
New Hampshire
$268K +$216 +4 +0.1%
USCWA
1223
U.S. Capital Wealth Advisors
Texas
$268K +$40.2K +744 +16%
BBNA
1224
Bremer Bank National Association
Minnesota
$267K -$3.89K -72 -1%
YWP
1225
YorkBridge Wealth Partners
New York
$265K +$58.1K +1,076 +25%
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49
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