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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1251
Ferguson Wellman Capital Management
Oregon
$548K +$35.9K +608 +7%
SFG
1252
Sunburst Financial Group
Alabama
$546K -$3.07K -52 -0.6%
SAM
1253
Sequent Asset Management
Texas
$546K – – –
KCM
1254
Kennicott Capital Management
California
$542K – – –
OC
1255
Oakworth Capital
Alabama
$541K +$2.84K +48 +0.6%
EFG
1256
Ehrlich Financial Group
California
$540K -$124K -2,092 -19%
CCA
1257
Clarity Capital Advisors
Florida
$537K +$10.9K +184 +2%
DCM
1258
DGS Capital Management
New Jersey
$535K +$506K +8,564 New
FF
1259
Francis Financial
$535K – – –
JWA
1260
JFS Wealth Advisors
Pennsylvania
$534K +$159K +2,688 +46%
BWM
1261
Birchcreek Wealth Management
Ohio
$533K -$39K -660 -7%
BCM
1262
Basso Capital Management
Connecticut
$531K – – –
APP
1263
Avantax Planning Partners
Iowa
$531K +$79.7K +1,348 +19%
FA
1264
Fiduciary Alliance
South Carolina
$529K -$25.1K -424 -5%
WP
1265
WealthPLAN Partners
Nebraska
$528K +$28.6K +484 +6%
BIM
1266
Baldwin Investment Management
Pennsylvania
$528K +$946 +16 +0.2%
FA
1267
Financial Alternatives
California
$527K – – –
PFWA
1268
Paces Ferry Wealth Advisors
Georgia
$526K +$1.89K +32 +0.4%
LWM
1269
Lyell Wealth Management
California
$524K – – –
CS
1270
Cannell & Spears
New York
$523K +$495K +8,376 New
BFM
1271
Boston Financial Management
Massachusetts
$522K – – –
MSAM
1272
Moloney Securities Asset Management
Missouri
$522K -$1.66K -28 -0.3%
NWMG
1273
National Wealth Management Group
Ohio
$518K +$9.22K +156 +2%
PSF
1274
Pacific Sun Financial
California
$516K -$43.3K -732 -8%
WTFG
1275
Wells Trecaso Financial Group
Ohio
$509K +$5.91K +100 +1%
49 50
51
52 53