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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1276
180 Wealth Advisors
Washington
$458K +$58.8K +1,100 +16%
PIM
1277
Penobscot Investment Management
Massachusetts
$457K +$203K +3,796 +93%
PWW
1278
Pettyjohn Wood & White
Virginia
$457K +$427 +8 +0.1%
CC
1279
Cannell & Co
New York
$456K +$76.1K +1,424 +22%
SFG
1280
Synergy Financial Group
California
$455K +$45.7K +856 +12%
MCM
1281
Magnolia Capital Management
New York
$454K – – –
KTA
1282
Keeley-Teton Advisors
Illinois
$451K – – –
AG
1283
Ascent Group
Virginia
$449K -$16.7K -312 -4%
OWA
1284
Octavia Wealth Advisors
Ohio
$447K -$38K -712 -8%
B
1285
Bensler
Washington
$447K +$427 +8 +0.1%
BFS
1286
Burkett Financial Services
South Carolina
$446K +$410K +7,672 New
ETIA
1287
Epic Trust Investment Advisors
Washington
$444K -$302K -5,652 -43%
SFO
1288
Stokes Family Office
Louisiana
$442K -$202K -3,788 -33%
NFP
1289
NorthLanding Financial Partners
New York
$439K -$45.3K -848 -10%
GWM
1290
GSB Wealth Management
Connecticut
$438K +$214 +4 +0.1%
LWCFA
1291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$435K – – –
FIB
1292
First Interstate Bank
Montana
$434K +$52.8K +988 +15%
OFG
1293
Orcam Financial Group
California
$432K +$1.28K +24 +0.3%
PSP
1294
Pacific Sage Partners
Washington
$430K – – –
GHA
1295
Granite Harbor Advisors
Texas
$430K -$28.2K -528 -7%
NSAM
1296
North Star Asset Management
Wisconsin
$429K -$26.1K -488 -6%
AIM
1297
Athena Investment Management
California
$428K – – –
LFA
1298
Legacy Financial Advisors
Kentucky
$423K +$182K +3,400 +88%
FCIM
1299
Fairview Capital Investment Management
California
$422K – – –
IAG
1300
Investmark Advisory Group
Connecticut
$420K – – –
50 51
52
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