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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1251
Penn Capital Management
Pennsylvania
$336K +$354K +6,452 New
CC
1252
Cannell & Co
New York
$334K +$59K +1,076 +20%
BFG
1253
Berger Financial Group
Minnesota
$333K +$59.2K +1,080 +20%
TAM
1254
Townsend Asset Management
North Carolina
$332K +$1.1K +20 +0.3%
RFN
1255
Redwood Financial Network
Ohio
$331K -$68.7K -1,252 -16%
FFBTD
1256
First Financial Bank - Trust Division
Ohio
$330K -$3.73K -68 -1%
TL
1257
Tradewinds LLC
North Carolina
$330K +$348K +6,348 New
DI
1258
Disciplined Investments
Oklahoma
$330K -$3.29K -60 -0.9%
RWA
1259
River Wealth Advisors
Pennsylvania
$330K +$2.41K +44 +0.7%
VAF
1260
Values Added Financial
District of Columbia
$326K +$63.8K +1,164 +23%
RJTCONH
1261
Raymond James Trust Company of New Hampshire
New Hampshire
$326K -$17.8K -324 -5%
FFM
1262
Forum Financial Management
Illinois
$326K -$23.3K -424 -6%
VPP
1263
Vertex Planning Partners
Illinois
$325K – – –
CW
1264
CIC Wealth
Maryland
$324K -$7.9K -144 -2%
WCWM
1265
Willow Creek Wealth Management
California
$324K – – –
JFGIW
1266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$323K +$877 +16 +0.3%
GF
1267
Gries Financial
Ohio
$323K -$658 -12 -0.2%
IFPG
1268
Intrepid Financial Planning Group
Indiana
$322K -$11K -200 -3%
TVWM
1269
Tower View Wealth Management
Wisconsin
$321K -$23.9K -436 -7%
KA
1270
Klingman & Associates
New York
$317K +$22.2K +404 +7%
MWM
1271
Madison Wealth Management
Ohio
$316K -$9.87K -180 -3%
ML
1272
McAdam LLC
Pennsylvania
$314K -$5.92K -108 -2%
SCM
1273
Stordahl Capital Management
Colorado
$314K +$330K +6,024 New
WJA
1274
Willis Johnson & Associates
Texas
$313K +$86.4K +1,576 +35%
TFA
1275
Toth Financial Advisory
Virginia
$313K +$247K +4,512 +300%
49 50
51
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