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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1251
Guyasuta Investment Advisors
Pennsylvania
$607K +$218K +3,480 +61%
NPFS
1252
Novak & Powell Financial Services
Florida
$607K -$23.1K -368 -4%
HA
1253
Herold Advisors
New York
$605K -$11.6K -184 -2%
MWA
1254
Moser Wealth Advisors
Washington
$602K -$8.79K -140 -2%
WIC
1255
Willis Investment Counsel
Georgia
$600K – – –
CPC
1256
Consolidated Planning Corp
Georgia
$598K -$2.15M -34,284 -79%
KLI
1257
Kelman-Lazarov Inc
Tennessee
$598K – – –
FWP
1258
Falcon Wealth Planning
California
$595K -$33.9K -540 -6%
BWP
1259
BSW Wealth Partners
Colorado
$594K -$4.77K -76 -0.8%
DTC
1260
Davidson Trust Company
Washington
$592K +$2.01K +32 +0.4%
OFS
1261
Orrstown Financial Services
Pennsylvania
$590K -$419K -6,680 -43%
LRPA
1262
L. Roy Papp & Associates
Arizona
$585K +$5.02K +80 +0.9%
FF
1263
Francis Financial
$583K +$17.6K +280 +3%
SFG
1264
Sunburst Financial Group
Alabama
$581K – – –
PSCM
1265
Per Stirling Capital Management
Texas
$581K +$15.1K +240 +3%
WA
1266
Wambolt & Associates
Colorado
$577K -$45K -716 -8%
SAM
1267
Sequent Asset Management
Texas
$577K -$549K -8,748 -50%
FTDI
1268
First Trust Direct Indexing
Massachusetts
$573K +$160K +2,556 +42%
YIH
1269
Y-Intercept (HK)
Hong Kong
$573K +$545K +8,684 New
EAM
1270
Everstar Asset Management
North Carolina
$573K +$545K +8,680 New
DPI
1271
Diversified Portfolios Inc
Michigan
$572K -$25.1K -400 -4%
KCM
1272
Kennicott Capital Management
California
$572K – – –
OC
1273
Oakworth Capital
Alabama
$571K – – –
OW
1274
Olistico Wealth
Oklahoma
$563K -$251 -4 -0%
AFG
1275
ABLE Financial Group
Arizona
$562K +$65.5K +1,044 +14%
49 50
51
52 53