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Vanguard Morningstar Mid-Cap ETF
VO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Tarbox Family Office
326
Tarbox Family Office
California
USD 16.2 M -USD 23.4 k -302 -0.2%
Fee-Only Financial Planning
327
Fee-Only Financial Planning
South Carolina
USD 16.1 M -USD 125 k -1,612 -0.8%
Financial Futures
328
Financial Futures
New Jersey
USD 16.1 M +USD 484 k +6,238 +3%
Roundview Capital
329
Roundview Capital
New Jersey
USD 16.1 M +USD 978 k +12,615 +7%
Freedom Financial Partners
330
Freedom Financial Partners
Minnesota
USD 16.1 M +USD 266 k +3,435 +2%
EP Wealth Advisors
331
EP Wealth Advisors
California
USD 15.9 M +USD 1.32 M +17,090 +9%
Advyzon Investment Management
332
Advyzon Investment Management
Illinois
USD 15.9 M +USD 1.36 M +17,540 +10%
Whelan Financial
333
Whelan Financial
California
USD 15.8 M +USD 161 k +2,072 +1%
Somnio Financial Group
334
Somnio Financial Group
Connecticut
USD 15.8 M +USD 175 k +2,256 +1%
ForthRight Wealth Management
335
ForthRight Wealth Management
Georgia
USD 15.8 M +USD 491 k +6,335 +3%
STALEY CAPITAL ADVISERS
336
STALEY CAPITAL ADVISERS
Pennsylvania
USD 15.8 M -USD 8.92 k -115 -0.1%
JNBA Financial Advisors
337
JNBA Financial Advisors
Minnesota
USD 15.7 M -USD 349 k -4,505 -2%
Aries Wealth Management
338
Aries Wealth Management
Maine
USD 15.7 M +USD 279 k +3,605 +2%
HCM
339
Hall Capital Management
Rhode Island
USD 15.7 M +USD 1.7 M +21,945 +13%
Manning & Napier Advisors
340
Manning & Napier Advisors
New York
USD 15.6 M +USD 1.76 M +22,714 +13%
Fortis Capital Advisors
341
Fortis Capital Advisors
Kansas
USD 15.6 M +USD 462 k +5,953 +3%
Americana Partners
342
Americana Partners
Texas
USD 15.3 M +USD 9.21 M +118,739 +167%
Wheelhouse Advisory Group
343
Wheelhouse Advisory Group
Missouri
USD 15.3 M +USD 429 k +5,529 +3%
Fortress Financial Group
344
Fortress Financial Group
Minnesota
USD 15.2 M +USD 14.3 M +184,021 +3,969%
Pinnacle Associates
345
Pinnacle Associates
New York
USD 15 M -USD 78.1 k -1,008 -0.5%
Black Diamond Financial
346
Black Diamond Financial
Maryland
USD 15 M +USD 1.05 M +13,480 +8%
BTG Pactual Asset Management US
347
BTG Pactual Asset Management US
New York
USD 14.9 M +USD 1.62 M +20,877 +13%
Pearl Planning
348
Pearl Planning
Michigan
USD 14.8 M +USD 508 k +6,554 +4%
Acropolis Investment Management
349
Acropolis Investment Management
Missouri
USD 14.7 M -USD 152 k -1,961 -1%
Rossmore Private Capital
350
Rossmore Private Capital
Connecticut
USD 14.7 M +USD 845 k +10,900 +6%
12 13
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