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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2251
WealthPlan Investment Management
Nebraska
$210K -$58.1K -749 -22%
FI
2252
FWG Investments
Kentucky
$210K +$202K +2,600 New
CG
2253
Clarus Group
Texas
$209K +$202K +2,600 New
I
2254
INVST
Indiana
$209K +$201K +2,599 New
WRPWM
2255
Werba Rubin Papier Wealth Management
California
$209K +$201K +2,596 New
DF
2256
DecisionPoint Financial
Arizona
$209K – – –
BWM
2257
Bernicke Wealth Management
Wisconsin
$209K +$201K +2,592 New
RIM
2258
Rockbridge Investment Management
New York
$208K +$200K +2,581 New
SIAG
2259
Safeguard Investment Advisory Group
California
$208K -$19.6K -253 -9%
LWA
2260
LifeGoal Wealth Advisors
New York
$208K +$200K +2,578 New
EB
2261
Exchange Bank
California
$207K +$199K +2,568 New
MHIC
2262
Marble Harbor Investment Counsel
Massachusetts
$206K +$199K +2,561 New
TIA
2263
TCFG Investment Advisors
California
$206K +$198K +2,556 New
SI
2264
Saxon Interests
Texas
$206K -$66K -851 -25%
AA
2265
Auxano Advisors
Washington
$205K -$50.5K -652 -20%
SIM
2266
Samara Investment Management
Oregon
$205K +$197K +2,547 New
SC
2267
Swan Capital
Florida
$205K +$105K +1,350 +113%
PWP
2268
Phillips Wealth Planners
Mississippi
$205K +$197K +2,539 New
HIC
2269
Holderness Investments Company
North Carolina
$205K +$197K +2,540 New
ANB
2270
Amarillo National Bank
Texas
$205K +$197K +2,540 New
MW
2271
Marble Wealth
Alabama
$205K +$197K +2,539 New
BCM
2272
Bienville Capital Management
New York
$204K +$196K +2,528 New
CNC
2273
Citizens & Northern Corp
Pennsylvania
$204K +$196K +2,528 New
BEW
2274
Burton Enright Welch
California
$203K +$195K +2,516 New
TWA
2275
Tulsa Wealth Advisors
Oklahoma
$202K +$195K +2,511 New
89 90
91
92 93