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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1601
Costello Asset Management
Pennsylvania
$5.71K – – –
TWD
1602
True Wealth Design
Ohio
$5.09K +$5.09K +100 New
BWP
1603
Baldwin Wealth Partners
Massachusetts
$4.69K – – –
SVCP
1604
Silicon Valley Capital Partners
California
$4.62K -$791K -15,524 -99%
EL
1605
EMFO LLC
Florida
$4.48K – – –
CWA
1606
Carolina Wealth Advisors
South Carolina
$4K – – –
MCM
1607
MV Capital Management
Maryland
$3.67K – – –
WWP
1608
WR Wealth Planners
Missouri
$3.67K – – –
NFSG
1609
Newbridge Financial Services Group
Florida
$3.61K – – –
MS
1610
Madden Securities
Texas
$2.85K +$2.85K +56 New
APC
1611
Aspire Private Capital
North Carolina
$2.65K – – –
AIA
1612
Arcadia Investment Advisors
Idaho
$2.24K – – –
MHR
1613
Matthew Hamilton Rosenberg
$2.04K – – –
WBC
1614
West Branch Capital
Massachusetts
$2.04K – – –
MWM
1615
MinichMacGregor Wealth Management
New York
$2.04K +$2.04K +40 New
VCM
1616
Viewpoint Capital Management
Washington
$1.83K – – –
CMA
1617
Cedar Mountain Advisors
Oregon
$1.63K – – –
TC
1618
Truvestments Capital
Florida
$1.04K +$1.02K +20 New
CBT
1619
CoreFirst Bank & Trust
Kansas
$1.02K +$1.02K +20 New
BA
1620
Bellwether Advisors
Nebraska
$815 – – –
DCM
1621
Davidson Capital Management
Texas
$815 – – –
WIM
1622
Westside Investment Management
California
$163 +$89.6K +1,760 +122%
MA
1623
MUFG Americas
New York
– -$12.4M -264,152 Closed
HPWM
1624
Highland Private Wealth Management
Washington
– -$5.62M -119,476 Closed
PPW
1625
Parcion Private Wealth
Washington
– -$4.46M -94,964 Closed
63 64
65
66 67