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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AV
1801
Aspiring Ventures
Ohio
$376K +$389K +5,236 New
UB
1802
Umpqua Bank
Oregon
$374K +$9.81K +132 +3%
TWA
1803
Trace Wealth Advisors
California
$373K – – –
CSC
1804
Caldwell Sutter Capital
California
$373K -$17.2K -232 -4%
VNA
1805
Valley National Advisers
Pennsylvania
$372K – – –
VDC
1806
Van Diest Capital
Iowa
$371K +$163K +2,192 +74%
SW
1807
SkyOak Wealth
Michigan
$370K +$70.1K +944 +22%
VC
1808
Vestor Capital
Illinois
$370K +$179K +2,404 +87%
CWMGO
1809
Capstone Wealth Management Group (Oregon)
Oregon
$370K -$4.16K -56 -1%
ECM
1810
Elgethun Capital Management
South Dakota
$368K – – –
NWM
1811
Nova Wealth Management
Florida
$368K +$72.2K +972 +23%
BWAM
1812
Blue Water Asset Management
Michigan
$367K +$892 +12 +0.2%
LWP
1813
LeClair Wealth Partners
Ohio
$367K +$380K +5,108 New
SNBOSCI
1814
Security National Bank of Sioux City Iowa
Iowa
$366K +$379K +5,104 New
IAG
1815
Ipsen Advisor Group
Arkansas
$366K -$2.97K -40 -0.8%
MCC
1816
Money Concepts Capital
Florida
$366K +$49.6K +668 +15%
CCA
1817
Clearwater Capital Advisors
Illinois
$366K +$56.5K +760 +18%
IPAM
1818
Investment Partners Asset Management
New Jersey
$365K – – –
PPW
1819
Parcion Private Wealth
Washington
$365K +$378K +5,084 New
MC
1820
Mathes Company
New York
$365K – – –
CAP
1821
Columbia Advisory Partners
Washington
$364K -$6.83K -92 -2%
GA
1822
Greenspring Advisors
Maryland
$363K -$406K -5,460 -52%
JMFC
1823
J.M. Forbes & Co
Massachusetts
$363K +$375K +5,052 New
EPA
1824
Element Pointe Advisors
Florida
$362K -$60.9K -820 -14%
AA
1825
Argent Advisors
Louisiana
$361K +$7.73K +104 +2%
71 72
73
74 75