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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1226
Synergy Financial Group
California
$363K +$87.7K +1,600 +30%
GAB
1227
German American Bancorp
Indiana
$362K +$26.3K +480 +7%
LCM
1228
Logan Capital Management
Pennsylvania
$360K -$3.95K -72 -1%
TFF
1229
The Family Firm
Maryland
$360K +$5.26K +96 +1%
VWA
1230
VERITY Wealth Advisors
United States
$357K +$877 +16 +0.2%
JCM
1231
Jacobi Capital Management
Pennsylvania
$356K +$439 +8 +0.1%
1WA
1232
180 Wealth Advisors
Washington
$355K +$10.1K +184 +3%
SWRP
1233
Summit Wealth & Retirement Planning
California
$354K -$4.61K -84 -1%
RWA
1234
Ropes Wealth Advisors
Massachusetts
$354K -$1.97K -36 -0.5%
EPP
1235
ETF Portfolio Partners
Kansas
$353K +$7.24K +132 +2%
WLPWM
1236
Walled Lake Planning & Wealth Management
Illinois
$352K +$11.6K +212 +3%
LWMG
1237
Levy Wealth Management Group
Pennsylvania
$350K -$29.4K -536 -7%
NP
1238
NorthRock Partners
Minnesota
$350K +$15.4K +280 +4%
ECG
1239
EPIQ Capital Group
California
$349K +$1.32K +24 +0.4%
TW
1240
Transform Wealth
Colorado
$348K -$249K -4,544 -40%
ACM
1241
Ategra Capital Management
Virginia
$348K – – –
WTFG
1242
Wells Trecaso Financial Group
Ohio
$347K – – –
PCH
1243
PGIM Custom Harvest
New Jersey
$346K +$55.9K +1,020 +18%
HWM
1244
Heirloom Wealth Management
Colorado
$344K -$73.5K -1,340 -17%
CWM
1245
Congress Wealth Management
Massachusetts
$344K +$362K +6,608 New
MC
1246
Mathes Company
New York
$343K – – –
EA
1247
Ellsworth Advisors
Ohio
$337K +$658 +12 +0.2%
FIB
1248
First Interstate Bank
Montana
$337K +$45K +820 +15%
MA
1249
Mangham Associates
Virginia
$337K +$12.7K +232 +4%
HWA
1250
HHM Wealth Advisors
Tennessee
$336K – – –
48 49
50
51 52