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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
1676
Capstone Wealth Management Group (Oregon)
Oregon
$382K +$16.9K +236 +5%
TWA
1677
Trace Wealth Advisors
California
$382K – – –
MP
1678
McDonald Partners
Ohio
$380K +$1.72K +24 +0.5%
HWP
1679
Hibernia Wealth Partners
Louisiana
$380K -$386K -5,376 -51%
VNA
1680
Valley National Advisers
Pennsylvania
$380K -$24.4K -340 -6%
VC
1681
Vestor Capital
Illinois
$379K +$249K +3,464 +204%
SFS
1682
Strategic Financial Services
New York
$379K – – –
AWM
1683
Abound Wealth Management
Tennessee
$378K +$281K +3,912 +315%
FWP
1684
Falcon Wealth Planning
California
$378K – – –
WCP
1685
Wick Capital Partners
Pennsylvania
$377K +$369K +5,136 New
MCM
1686
Morton Capital Management
California
$377K – – –
MPW
1687
MA Private Wealth
California
$376K +$18.4K +256 +5%
CIC
1688
Chilton Investment Company
Connecticut
$373K -$9.48K -132 -3%
MC
1689
Mathes Company
New York
$373K -$60.3K -840 -14%
SFA
1690
Seneca Financial Advisors
New York
$372K – – –
UB
1691
Umpqua Bank
Oregon
$371K -$9.77K -136 -3%
D
1692
Dentgroup
Louisiana
$371K -$862 -12 -0.2%
UAG
1693
United Advisor Group
Ohio
$371K +$91.1K +1,268 +34%
EP
1694
Essential Partners
California
$369K – – –
WPP
1695
Whalerock Point Partners
Rhode Island
$369K – – –
GF
1696
Gimbal Financial
Indiana
$368K – – –
GWAM
1697
Guardian Wealth Advisors (Minnesota)
Minnesota
$367K -$271K -3,772 -43%
TFP
1698
Tilia Fiduciary Partners
North Carolina
$366K +$46K +640 +15%
MIM
1699
MTM Investment Management
South Carolina
$364K +$13.2K +184 +4%
TBNY
1700
Trustco Bank (New York)
New York
$362K +$103K +1,440 +41%
66 67
68
69 70