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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1251
Security National Bank of So Dak
Iowa
$312K +$4.08K +80 +1%
CWM
1252
Cedar Wealth Management
California
$311K -$87.6K -1,720 -22%
RPGK
1253
Retirement Planning Group (Kansas)
Kansas
$311K +$311K +6,096 New
CWS
1254
Confluence Wealth Services
Pennsylvania
$310K +$53K +1,040 +21%
WA1
1255
Wimmer Associates 1
California
$309K – – –
SB
1256
Sunflower Bank
Texas
$309K – – –
LWMG
1257
Levy Wealth Management Group
Pennsylvania
$309K +$308K +6,056 New
FWTB
1258
First Western Trust Bank
Colorado
$308K – – –
CCA
1259
Cora Capital Advisors
New Jersey
$308K +$308K +6,048 New
CA
1260
Claro Advisors
Massachusetts
$308K +$78K +1,532 +34%
IAP
1261
Indie Asset Partners
Indiana
$308K -$11.8K -232 -4%
NSAM
1262
North Star Asset Management
Wisconsin
$307K +$407 +8 +0.1%
PWW
1263
Pettyjohn Wood & White
Virginia
$306K -$79.9K -1,568 -21%
SAM
1264
Strategy Asset Managers
California
$306K – – –
WAM
1265
WealthTrust Asset Management
Florida
$304K -$6.93K -136 -2%
KW
1266
KWB Wealth
California
$304K -$2.44K -48 -0.8%
RWA
1267
River Wealth Advisors
Pennsylvania
$304K +$2.85K +56 +0.9%
FPCM
1268
Financial Partners Capital Management
New York
$304K – – –
IFPG
1269
Intrepid Financial Planning Group
Indiana
$304K – – –
MFG
1270
MidWestOne Financial Group
Iowa
$303K -$4.89K -96 -2%
USCWA
1271
U.S. Capital Wealth Advisors
Texas
$303K +$25.7K +504 +9%
WFS
1272
Weitzel Financial Services
Iowa
$300K -$611 -12 -0.2%
RPWA
1273
Regent Peak Wealth Advisors
Georgia
$298K -$9.78K -192 -3%
EWM
1274
EPG Wealth Management
Georgia
$298K +$14.3K +280 +5%
RIM
1275
Rockbridge Investment Management
New York
$297K -$76.8K -1,508 -21%
49 50
51
52 53