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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1276
PGIM Custom Harvest
New Jersey
$310K – – –
CCA
1277
Clearwater Capital Advisors
Illinois
$308K +$62.5K +1,192 +27%
NEPWA
1278
New England Private Wealth Advisors
Massachusetts
$308K +$72.3K +1,380 +33%
CAM
1279
Concorde Asset Management
Michigan
$308K -$2.31K -44 -0.8%
WFS
1280
Weitzel Financial Services
Iowa
$308K +$210 +4 +0.1%
RWA
1281
Redhawk Wealth Advisors
Minnesota
$307K +$293K +5,584 New
SIM
1282
Sterling Investment Management
Arizona
$307K – – –
NRC
1283
New Republic Capital
North Carolina
$306K – – –
MWP
1284
Meridian Wealth Partners
Pennsylvania
$305K -$13.4K -256 -4%
GFL
1285
Granite FO LLC
New Hampshire
$305K – – –
FNBOMD
1286
First National Bank of Mount Dora
Florida
$304K – – –
FLA
1287
Financial Life Advisors
Texas
$304K -$107K -2,040 -27%
FPCG
1288
Fort Pitt Capital Group
Pennsylvania
$303K – – –
PWM
1289
Penobscot Wealth Management
Maine
$302K +$839 +16 +0.3%
FFWA
1290
FRG Family Wealth Advisors
Washington
$301K – – –
TFA
1291
Triad Financial Advisors
North Carolina
$301K -$1.47K -28 -0.5%
LTL
1292
Lowery Thomas LLC
California
$301K +$1.05K +20 +0.4%
C1AG
1293
Client 1st Advisory Group
Florida
$299K – – –
MC
1294
Moors & Cabot
Massachusetts
$298K -$39.6K -756 -12%
AWM
1295
Avaii Wealth Management
Wisconsin
$298K -$2.94K -56 -1%
CFA
1296
CWS Financial Advisors
Michigan
$298K -$91.4K -1,744 -24%
BBNA
1297
Bremer Bank National Association
Minnesota
$298K – – –
JDR
1298
Jay D. Rosenbaum
$298K +$284K +5,412 New
KW
1299
KWB Wealth
California
$296K -$31.5K -600 -10%
TCM
1300
Triumph Capital Management
Colorado
$296K -$10.1K -192 -3%
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