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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
STB
1201
S&T Bank
Pennsylvania
$544K +$75.7K +1,416 +18%
DPI
1202
Diversified Portfolios Inc
Michigan
$543K -$8.55K -160 -2%
BCG
1203
Breakwater Capital Group
New Jersey
$541K +$2.14K +40 +0.4%
MWA
1204
Moser Wealth Advisors
Washington
$539K – – –
SWM
1205
Silverlake Wealth Management
Vermont
$538K -$51.9K -972 -10%
RCA
1206
Ranch Capital Advisors
Florida
$538K -$69.2K -1,296 -12%
BBPWM
1207
Blue Bell Private Wealth Management
Pennsylvania
$537K -$21.4K -400 -4%
CCM
1208
Carlson Capital Management
Minnesota
$536K +$34.4K +644 +8%
GKIM
1209
GW&K Investment Management
Massachusetts
$536K – – –
CPW
1210
Cove Private Wealth
New York
$536K +$492K +9,212 New
BWM
1211
Birchcreek Wealth Management
Ohio
$535K -$18.4K -344 -4%
FSG
1212
Financial Strategies Group
Michigan
$534K +$498K +9,324 New
PI
1213
Pachira Investments
California
$533K +$51.5K +964 +12%
IGWM
1214
ICA Group Wealth Management
Colorado
$533K +$7.48K +140 +2%
KLI
1215
Kelman-Lazarov Inc
Tennessee
$532K -$9.62K -180 -2%
OWMIAS
1216
One Wealth Management Investment & Advisory Services
Florida
$532K +$489K +9,148 New
AWM
1217
Accel Wealth Management
Iowa
$531K +$3.85K +72 +0.8%
WIC
1218
Willis Investment Counsel
Georgia
$529K – – –
HWP
1219
Hibernia Wealth Partners
Louisiana
$529K +$222K +4,148 +84%
LWM
1220
Lodestone Wealth Management
Washington
$527K +$264K +4,936 +120%
BFA
1221
Beaumont Financial Advisors
Massachusetts
$525K +$87.2K +1,632 +22%
PSF
1222
Pacific Sun Financial
California
$523K -$214 -4 -0%
WP
1223
Westmount Partners
California
$523K -$82.5K -1,544 -15%
JBA
1224
Johnson Bixby & Associates
Washington
$522K +$480K +8,976 New
HHRDM
1225
H&H Retirement Design & Management
Nevada
$521K – – –
47 48
49
50 51