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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1401
Accretive Wealth Partners
New Jersey
$351K +$23.1K +380 +7%
SB
1402
Sunflower Bank
Texas
$351K – – –
MPCA
1403
Madison Park Capital Advisors
Washington
$351K – – –
MPI
1404
Mairs & Power Inc
Minnesota
$350K +$351K +5,776 New
JCM
1405
Jacobi Capital Management
Pennsylvania
$349K -$132K -2,172 -27%
WJA
1406
Willis Johnson & Associates
Texas
$348K -$5.35K -88 -2%
SDH
1407
Sloy Dahl & Holst
Washington
$347K – – –
RFN
1408
Redwood Financial Network
Ohio
$346K -$9.97K -164 -3%
CAM
1409
Congress Asset Management
Massachusetts
$346K – – –
OWMIAS
1410
One Wealth Management Investment & Advisory Services
Florida
$345K -$17.3K -284 -5%
VNA
1411
Valley National Advisers
Pennsylvania
$345K – – –
RSWA
1412
Robinson Smith Wealth Advisors
Maine
$342K +$343K +5,644 New
AWM
1413
Avitas Wealth Management
California
$341K +$2.43K +40 +0.7%
EFA
1414
Edge Financial Advisors
Illinois
$341K -$243 -4 -0.1%
TVWM
1415
Tower View Wealth Management
Wisconsin
$340K -$5.35K -88 -2%
EWM
1416
EPG Wealth Management
Georgia
$338K -$328K -5,400 Closed
TFA
1417
Toth Financial Advisory
Virginia
$338K – – –
AWA
1418
Alta Wealth Advisors
Massachusetts
$337K -$28.4K -468 -8%
FFG
1419
Fortem Financial Group
California
$336K +$113K +1,864 +51%
GFL
1420
Granite FO LLC
New Hampshire
$335K – – –
LMKC
1421
L.M. Kohn & Company
Ohio
$335K -$88.2K -1,452 -21%
PFBT
1422
Parkside Financial Bank & Trust
Missouri
$335K – – –
RJTCONH
1423
Raymond James Trust Company of New Hampshire
New Hampshire
$335K -$5.83K -96 -2%
FNBOMD
1424
First National Bank of Mount Dora
Florida
$334K – – –
HCM
1425
Howland Capital Management
Massachusetts
$334K – – –
55 56
57
58 59