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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1451
Beaird Harris Wealth Management
Texas
$102K +$100K +1,600 New
HBT
1452
Hills Bank & Trust
Iowa
$100K +$98.5K +1,572 New
LWANC
1453
Laurel Wealth Advisors (North Carolina)
North Carolina
$98K – – –
MAM
1454
McCarthy Asset Management
California
$97K -$31.1K -496 -25%
WT
1455
Washington Trust
Rhode Island
$96K -$19.1K -304 -17%
TFP
1456
Tilia Fiduciary Partners
North Carolina
$95K +$93.5K +1,492 New
AF
1457
Affiance Financial
Minnesota
$91K – – –
AP
1458
Atwood & Palmer
Missouri
$90K -$37.6K -600 -30%
VNIM
1459
Vaughan Nelson Investment Management
Texas
$90K – – –
CB
1460
CNB Bank
Pennsylvania
$87K – – –
ST
1461
Sageworth Trust
Pennsylvania
$86K +$67.2K +1,072 +388%
C
1462
Covestor
United Kingdom
$86K +$85K +1,356 New
VC
1463
Vestor Capital
Illinois
$85K – – –
TWA
1464
TCI Wealth Advisors
Arizona
$84K -$2.51K -40 -3%
OSNBOA
1465
Old Second National Bank of Aurora
Illinois
$82K +$51.4K +820 +107%
PPWM
1466
PFG Private Wealth Management
Florida
$81K -$3.78M -60,292 -98%
HFA
1467
HC Financial Advisors
California
$80K – – –
IFS
1468
Intelligent Financial Strategies
Minnesota
$79K +$78K +1,244 New
RDIA
1469
RE Dickinson Investment Advisors
Iowa
$79K +$78K +1,244 New
BL
1470
Balentine LLC
Georgia
$78K – – –
RG
1471
Retirement Group
California
$78K +$251 +4 +0.3%
AWM
1472
Abound Wealth Management
Tennessee
$77.7K +$76.5K +1,220 New
FCMT
1473
Founders Capital Management (Texas)
Texas
$77K – – –
MCA
1474
Maryland Capital Advisors
Maryland
$76K +$74.5K +1,188 New
CIA
1475
Cascade Investment Advisors
Oregon
$74.1K – – –
57 58
59
60 61