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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1526
Acima Private Wealth
Virginia
$239K +$45.5K +852 +26%
MCM
1527
Mendel Capital Management
Arkansas
$238K – – –
KA
1528
Klingman & Associates
New York
$238K -$107K -2,000 -33%
GSB
1529
Greenfield Savings Bank
Massachusetts
$238K – – –
ZIM
1530
Zacks Investment Management
Illinois
$238K +$219K +4,096 New
PBO
1531
Peoples Bank (Ohio)
Ohio
$236K +$4.49K +84 +2%
PPW
1532
Presilium Private Wealth
Pennsylvania
$236K +$217K +4,056 New
CCM
1533
Copeland Capital Management
Pennsylvania
$235K +$155K +2,896 +254%
SM
1534
Sensible Money
Arizona
$234K -$5.13K -96 -2%
SC
1535
Searle & Co
Connecticut
$233K – – –
EFG
1536
Embree Financial Group
Illinois
$232K +$213K +3,984 New
RFA
1537
ROI Financial Advisors
Oregon
$231K +$212K +3,976 New
AC
1538
Applied Capital
Arkansas
$231K +$212K +3,968 New
CWM
1539
Cedar Wealth Management
California
$231K -$72.7K -1,360 -26%
WFA
1540
Wellspring Financial Advisors
Ohio
$231K +$212K +3,964 New
RIL
1541
Rothschild Investment LLC
Illinois
$229K -$202K -3,784 -49%
EFN
1542
Equita Financial Network
Pennsylvania
$229K +$210K +3,936 New
GSWM
1543
Greenup Street Wealth Management
Michigan
$229K +$210K +3,932 New
KCPG
1544
Kavar Capital Partners Group
Kansas
$228K -$109K -2,040 -34%
CSWM
1545
Cassady Schiller Wealth Management
Ohio
$227K +$8.34K +156 +4%
TPW
1546
Transatlantique Private Wealth
New York
$227K -$22.7K -424 -10%
JCM
1547
Janney Capital Management
Pennsylvania
$227K +$2.56K +48 +1%
LCM
1548
Lazari Capital Management
California
$227K +$427 +8 +0.2%
SFP
1549
Strategic Financial Planning
Texas
$227K – – –
FTIS
1550
First Trust Investment Solutions
Florida
$227K +$208K +3,900 New
60 61
62
63 64