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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1201
Operose Advisors
Wisconsin
$388K +$332K +6,056 +434%
DP
1202
Divergent Planning
Maryland
$388K -$4.61K -84 -1%
LWCFA
1203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K -$194K -3,540 -32%
OFG
1204
Orcam Financial Group
California
$385K +$877 +16 +0.2%
VFA
1205
Voya Financial Advisors
Connecticut
$385K – – –
PSP
1206
Pacific Sage Partners
Washington
$385K – – –
BFA
1207
Beaumont Financial Advisors
Massachusetts
$385K +$1.54K +28 +0.4%
AIM
1208
Athena Investment Management
California
$383K – – –
FWTB
1209
First Western Trust Bank
Colorado
$380K -$38.4K -700 -9%
FCIM
1210
Fairview Capital Investment Management
California
$378K – – –
BIAS
1211
Beacon Investment Advisory Services
New Jersey
$377K +$1.75K +32 +0.4%
IAG
1212
Investmark Advisory Group
Connecticut
$376K – – –
TCM
1213
Triumph Capital Management
Colorado
$376K +$101K +1,844 +34%
EWM
1214
Echo Wealth Management
Minnesota
$375K -$2.19K -40 -0.6%
WTB
1215
Washington Trust Bank
Washington
$374K -$20.4K -372 -5%
WSFS
1216
Wilmington Savings Fund Society
Delaware
$374K – – –
SMA
1217
Sage Mountain Advisors
Georgia
$373K – – –
VNA
1218
Valley National Advisers
Pennsylvania
$372K -$1.32K -24 -0.3%
RWM
1219
Raffa Wealth Management
District of Columbia
$371K +$1.54K +28 +0.4%
JPLA
1220
Joseph P. Lucia & Associates
New York
$370K – – –
CCFM
1221
Clear Creek Financial Management
Washington
$370K +$3.29K +60 +0.9%
AMCA
1222
Arthur M. Cohen & Associates
Illinois
$370K +$219 +4 +0.1%
FWCM
1223
Ferguson Wellman Capital Management
Oregon
$369K – – –
TCPWM
1224
Traverso Chambers Private Wealth Management
California
$367K – – –
JDR
1225
Jay D. Rosenbaum
$367K +$89.5K +1,632 +30%
47 48
49
50 51