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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1651
Willis Johnson & Associates
Texas
$372K +$9.71K +148 +3%
FAT
1652
First American Trust
California
$370K -$12.6K -192 -4%
WMS
1653
Wealth Management Strategies
Pennsylvania
$369K – – –
UB
1654
Umpqua Bank
Oregon
$368K +$81.1K +1,236 +31%
WTA
1655
Washington Trust Advisors
Massachusetts
$367K +$34.1K +520 +11%
HA
1656
Helium Advisors
Washington
$366K +$60.1K +916 +21%
AWM
1657
Avaii Wealth Management
Wisconsin
$365K – – –
CIC
1658
Chilton Investment Company
Connecticut
$365K +$342K +5,212 New
TWA
1659
Trace Wealth Advisors
California
$363K – – –
CFAM
1660
Center For Asset Management
Florida
$363K -$263K -4,008 -42%
SWP
1661
Strategic Wealth Partners
Ohio
$362K +$340K +5,176 New
NW
1662
Naviter Wealth
Arkansas
$361K +$9.45K +144 +3%
SFS
1663
Strategic Financial Services
New York
$361K – – –
MP
1664
McDonald Partners
Ohio
$361K +$338K +5,156 New
FWP
1665
Falcon Wealth Planning
California
$360K -$2.36K -36 -0.7%
MCM
1666
Morton Capital Management
California
$359K – – –
OWMIAS
1667
One Wealth Management Investment & Advisory Services
Florida
$358K -$17.6K -268 -5%
HIIFS
1668
Harel Insurance Investments & Financial Services
Israel
$358K -$42.8K -652 -11%
DCM
1669
DGS Capital Management
New Jersey
$357K -$24.4K -372 -7%
KAM
1670
Knightsbridge Asset Management
California
$356K +$335K +5,096 New
SFA
1671
Seneca Financial Advisors
New York
$354K – – –
D
1672
Dentgroup
Louisiana
$354K -$263 -4 -0.1%
MWG
1673
Martin Worley Group
Utah
$354K – – –
WPP
1674
Whalerock Point Partners
Rhode Island
$351K – – –
EP
1675
Essential Partners
California
$351K +$330K +5,020 New
65 66
67
68 69