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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1326
Element Wealth
Mississippi
$266K +$10.4K +204 +4%
CC
1327
Cannell & Co
New York
$265K -$13.4K -264 -5%
IDA
1328
Intelligence Driven Advisers
California
$264K – – –
MA
1329
MKT Advisors
California
$263K -$178K -3,488 -41%
LOPW
1330
Live Oak Private Wealth
North Carolina
$263K +$204 +4 +0.1%
WLPWM
1331
Walled Lake Planning & Wealth Management
Illinois
$263K -$7.33K -144 -3%
SCA
1332
Stonebridge Capital Advisors
Minnesota
$263K +$1.83K +36 +0.7%
LSPW
1333
Lake Street Private Wealth
Illinois
$262K -$7.33K -144 -3%
UW
1334
Unique Wealth
Florida
$261K +$261K +5,132 New
CAP
1335
Columbia Advisory Partners
Washington
$258K +$258K +5,068 New
CFC
1336
Coyle Financial Counsel
Illinois
$258K -$36.3K -712 -12%
LIM
1337
Lathrop Investment Management
Arkansas
$257K – – –
BCI
1338
Brinker Capital Investments
Pennsylvania
$256K – – –
WPP
1339
Whalerock Point Partners
Rhode Island
$256K +$256K +5,020 New
EWM
1340
Endurance Wealth Management
Rhode Island
$255K – – –
MPPLM
1341
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$254K -$9.58K -188 -4%
BCM
1342
BTC Capital Management
Iowa
$254K +$253K +4,976 New
DJYG
1343
David J. Yvars Group
Florida
$253K – – –
EBT
1344
Enterprise Bank & Trust
Massachusetts
$253K – – –
SAM
1345
Summit Asset Management
Tennessee
$253K -$5.3K -104 -2%
FAT
1346
First American Trust
California
$252K +$252K +4,948 New
PWA
1347
Physician Wealth Advisors
Utah
$252K +$2.85K +56 +1%
VPP
1348
Vertex Planning Partners
Illinois
$252K +$252K +4,940 New
PCMC
1349
Private Capital Management (Colorado)
Colorado
$251K -$1.63K -32 -0.6%
KOMWMG
1350
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$250K +$13.7K +268 +6%
52 53
54
55 56