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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1776
Acima Private Wealth
Virginia
$260K – – –
TWM
1777
Tradition Wealth Management
Minnesota
$260K +$37.3K +556 +16%
TFP
1778
Tilia Fiduciary Partners
North Carolina
$260K +$49.7K +740 +23%
RIP
1779
RAM Investment Partners
Washington
$260K -$215K -3,204 -44%
CCA
1780
Clearwater Capital Advisors
Illinois
$260K -$4.83K -72 -2%
CFGSD
1781
Compass Financial Group (South Dakota)
South Dakota
$260K -$8.32K -124 -3%
KCPG
1782
Kavar Capital Partners Group
Kansas
$260K – – –
TWM
1783
Tolleson Wealth Management
Texas
$260K – – –
SAM
1784
Summit Asset Management
Tennessee
$259K – – –
CAL
1785
Capital Advisors Ltd
Ohio
$259K -$24.4K -364 -8%
SC
1786
Searle & Co
Connecticut
$259K – – –
UB
1787
Umpqua Bank
Oregon
$257K +$9.13K +136 +4%
LIM
1788
Lathrop Investment Management
Arkansas
$257K – – –
LWM
1789
Level Wealth Management
North Carolina
$257K – – –
EW
1790
Enzi Wealth
Texas
$256K -$37.6K -560 -12%
CPA
1791
Capital Performance Advisors
California
$256K +$18.5K +276 +8%
MWML
1792
M Wealth Management LLC
California
$256K +$1.07K +16 +0.4%
MPCA
1793
Madison Park Capital Advisors
Washington
$255K +$1.34K +20 +0.5%
TFA
1794
Toth Financial Advisory
Virginia
$254K -$107K -1,600 -29%
MIM
1795
MTM Investment Management
South Carolina
$253K +$40K +596 +18%
SFP
1796
Strategic Financial Planning
Texas
$252K – – –
WIP
1797
WealthCare Investment Partners
Rhode Island
$252K +$48.9K +728 +21%
CAI
1798
Capital Advisors Inc
Oklahoma
$252K -$12.9K -192 -5%
LB
1799
Legacy Bridge
Iowa
$251K +$130K +1,940 +100%
PCMF
1800
Private Capital Management (Florida)
Florida
$251K +$260K +3,876 New
70 71
72
73 74