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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1326
HT Partners
Connecticut
$251K +$247K +4,216 New
FF
1327
FourThought Financial
Florida
$250K +$136K +2,320 +123%
BCMLT
1328
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K +$245K +4,176 New
BPWM
1329
Badgley Phelps Wealth Managers
Washington
$248K – – –
CWS
1330
Confluence Wealth Services
Pennsylvania
$246K – – –
AFG
1331
Allegheny Financial Group
Pennsylvania
$242K -$9.39K -160 -4%
FPCP
1332
Fort Point Capital Partners
California
$242K – – –
OBWG
1333
Onyx Bridge Wealth Group
New York
$242K – – –
CAG
1334
Csenge Advisory Group
Florida
$242K +$22.3K +380 +10%
BIAS
1335
Beacon Investment Advisory Services
New Jersey
$241K – – –
LWA
1336
Lineweaver Wealth Advisors
Ohio
$240K – – –
ZIM
1337
Zacks Investment Management
Illinois
$240K – – –
BFG
1338
Berger Financial Group
Minnesota
$240K +$237K +4,036 New
CA
1339
Carson Advisory
Georgia
$240K +$237K +4,040 New
VW
1340
Vance Wealth
California
$239K -$74.6K -1,272 -24%
HC
1341
Hoese & Co
Minnesota
$239K – – –
CCM
1342
Coerente Capital Management
Ontario, Canada
$237K – – –
PGIM
1343
Pacific Global Investment Management
California
$237K – – –
NEPWA
1344
New England Private Wealth Advisors
Massachusetts
$237K +$704 +12 +0.3%
MWP
1345
Madison Wealth Partners
Wisconsin
$237K +$12.4K +212 +6%
FWM
1346
Frontier Wealth Management
Missouri
$236K – – –
AR
1347
Apeiron RIA
Texas
$235K -$27K -460 -10%
PCM
1348
Pennsylvania Capital Management
Pennsylvania
$235K +$11.7K +200 +5%
RIL
1349
Rothschild Investment LLC
Illinois
$234K – – –
EPP
1350
ETF Portfolio Partners
Kansas
$233K +$230K +3,912 New
52 53
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