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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1926
PTM Wealth Management
United States
$362K +$1.16K +15 +0.3%
TF
1927
Trek Financial
Arizona
$361K +$20.6K +266 +6%
MMG
1928
Monetary Management Group
Missouri
$359K +$209K +2,700 +153%
PPW
1929
Parcion Private Wealth
Washington
$359K -$48.7K -628 -12%
SEP
1930
Signature Equity Partners
Ohio
$359K -$80.3K -1,036 -19%
GT
1931
Greenleaf Trust
Michigan
$358K +$775 +10 +0.2%
FWTB
1932
First Western Trust Bank
Colorado
$357K +$126K +1,624 +58%
CCA
1933
Clearwater Capital Advisors
Illinois
$356K -$52.1K -672 -13%
RMAM
1934
Raab & Moskowitz Asset Management
New Jersey
$356K +$104K +1,347 +44%
SFG
1935
Sunburst Financial Group
Alabama
$355K -$83.2K -1,073 -20%
AWAG
1936
ARS Wealth Advisors Group
Florida
$355K -$5.43K -70 -2%
FM
1937
Foster & Motley
Ohio
$354K +$21.1K +272 +7%
BC
1938
Barrett & Company
Rhode Island
$352K – – –
GCA
1939
Greenwood Capital Associates
South Carolina
$352K – – –
HP
1940
HT Partners
Connecticut
$352K -$29.3K -378 -8%
MAM
1941
McLean Asset Management
Virginia
$351K +$1.01K +13 +0.3%
HIA
1942
HTG Investment Advisors
Connecticut
$351K – – –
WFS
1943
Weitzel Financial Services
Iowa
$351K – – –
CWM
1944
CCG Wealth Management
California
$349K -$775 -10 -0.2%
DP
1945
Dearborn Partners
Illinois
$348K – – –
CFGA
1946
Cambridge Financial Group (Arizona)
Arizona
$348K -$55.2K -712 -14%
CFG
1947
Cooper Financial Group
California
$348K +$44.3K +571 +15%
BMWS
1948
Brady Martz Wealth Solutions
North Dakota
$348K +$335K +4,316 New
MW
1949
Marrick Wealth
California
$347K +$33.5K +432 +11%
CA
1950
Carson Advisory
Georgia
$347K +$71.6K +924 +27%
76 77
78
79 80