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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
1301
ETF Portfolio Partners
Kansas
$283K – – –
LSIA
1302
LaSalle St. Investment Advisors
Illinois
$282K +$74.5K +1,400 +35%
SFG
1303
Synergy Financial Group
California
$282K +$285K +5,348 New
1SB
1304
1ST Source Bank
Indiana
$282K +$63.8K +1,200 +29%
FCC
1305
Flower City Capital
New York
$280K – – –
LWM
1306
Lodestone Wealth Management
Washington
$279K -$3.19K -60 -1%
PFT
1307
Providence First Trust
Arizona
$278K -$52.4K -984 -16%
AWP
1308
Accretive Wealth Partners
New Jersey
$277K – – –
TT
1309
TI-Trust
Illinois
$277K -$23.4K -440 -8%
WFA
1310
WMG Financial Advisors
Tennessee
$275K -$24.5K -460 -8%
WAM
1311
WNY Asset Management
New York
$273K -$7.87K -148 -3%
CWM
1312
Cedar Wealth Management
California
$272K -$50K -940 -15%
CC
1313
Cannell & Co
New York
$272K -$2.34K -44 -0.8%
PAM
1314
Private Asset Management
California
$271K -$35.1K -660 -11%
FBC
1315
Fairfield, Bush & Co
Connecticut
$271K +$42.6K +800 +18%
LSPW
1316
Lake Street Private Wealth
Illinois
$270K -$1.7K -32 -0.6%
CCA
1317
Cora Capital Advisors
New Jersey
$267K -$52.4K -984 -16%
CWS
1318
Confluence Wealth Services
Pennsylvania
$266K -$55.3K -1,040 -17%
SW
1319
SkyOak Wealth
Michigan
$266K -$30K -564 -10%
LIM
1320
Lathrop Investment Management
Arkansas
$266K – – –
CFC
1321
Coyle Financial Counsel
Illinois
$266K -$1.06K -20 -0.4%
WPP
1322
Whalerock Point Partners
Rhode Island
$265K – – –
EW
1323
Element Wealth
Mississippi
$265K -$10.9K -204 -4%
EWM
1324
Endurance Wealth Management
Rhode Island
$264K – – –
IDA
1325
Intelligence Driven Advisers
California
$263K – – –
51 52
53
54 55