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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1226
Webster Bank
Connecticut
$651K -$48.2K -768 -7%
PEA
1227
Park Edge Advisors
Ohio
$650K -$10.8K -172 -2%
DI
1228
Diligent Investors
California
$648K – – –
TC
1229
TAP Consulting
Missouri
$648K +$2.51K +40 +0.4%
HCMG
1230
Howard Capital Management Group
California
$647K – – –
CCP
1231
Clarity Capital Partners
California
$646K +$114K +1,820 +23%
BFM
1232
Boston Financial Management
Massachusetts
$646K +$60.8K +968 +11%
EBA
1233
Eagle Bay Advisors
New York
$645K – – –
OAS
1234
Optivise Advisory Services
Tennessee
$644K +$8.54K +136 +1%
CCA
1235
Clarity Capital Advisors
Florida
$640K +$69.8K +1,112 +13%
T
1236
TNF
Montana
$638K +$251 +4 +0%
VFIC
1237
Valley Forge Investment Consultants
Pennsylvania
$638K -$57K -908 -9%
BWM
1238
Baron Wealth Management
Michigan
$637K +$1.51K +24 +0.2%
PWM
1239
Paulson Wealth Management
Illinois
$636K -$45.7K -728 -7%
LRIA
1240
Leonard Rickey Investment Advisors
Washington
$628K +$502 +8 +0.1%
BC
1241
Bakala Capital
South Carolina
$622K +$15.6K +248 +3%
CAMG
1242
CWA Asset Management Group
Florida
$621K +$591K +9,420 New
SCG
1243
Sonata Capital Group
Washington
$618K – – –
FSG
1244
Financial Strategies Group
Michigan
$618K +$12.3K +196 +2%
FA
1245
FC Advisory
Pennsylvania
$613K +$332K +5,280 +131%
S
1246
SignatureFD
Georgia
$613K -$143K -2,284 -20%
AAS
1247
Annex Advisory Services
Wisconsin
$612K -$61.3K -976 -10%
BB
1248
Busey Bank
Illinois
$610K +$56.3K +896 +11%
GKIM
1249
GW&K Investment Management
Massachusetts
$608K – – –
FVIM
1250
Fort Vancouver Investment Management
Washington
$608K – – –
48 49
50
51 52