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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOTS
301
Trust Company of the South
North Carolina
$9.66M +$8.87M +166,100 New
BAWM
302
Bennett Associates Wealth Management
Pennsylvania
$9.55M +$8.77M +164,220 New
IAA
303
Ironsides Asset Advisors
North Carolina
$9.54M -$585K -10,940 -6%
RPC
304
Rossmore Private Capital
Connecticut
$9.4M -$26.5K -496 -0.3%
TWM
305
TriaGen Wealth Management
California
$9.37M +$340K +6,364 +4%
FCP
306
Fidelis Capital Partners
Florida
$9.36M +$3.37M +63,092 +64%
CFO
307
Custos Family Office
Texas
$9.31M +$960K +17,972 +13%
SCM
308
Sebold Capital Management
Illinois
$9.28M +$807K +15,104 +10%
SF
309
SWP Financial
California
$9.25M +$8.5M +159,052 New
PRWA
310
Platte River Wealth Advisors
Colorado
$9.23M +$180K +3,364 +2%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$9.14M +$1.72M +32,256 +26%
SF
312
Summit Financial
New Jersey
$9.14M +$208K +3,896 +3%
LCWP
313
Legacy Capital Wealth Partners
Arkansas
$9.13M -$572K -10,712 -6%
AA
314
Ancora Advisors
Ohio
$9.08M -$1.06M -19,808 -11%
PSCM
315
Per Stirling Capital Management
Texas
$8.97M -$48.1K -900 -0.6%
ACA
316
Aspire Capital Advisors
Washington
$8.97M -$323K -6,052 -4%
FIC
317
Family Investment Center
Missouri
$8.97M +$48.1K +900 +0.6%
BRWA
318
B. Riley Wealth Advisors
Florida
$8.96M -$222K -4,164 -3%
JWCA
319
J.W. Cole Advisors
Florida
$8.87M +$585K +10,940 +8%
H
320
HoyleCohen
California
$8.87M +$685K +12,812 +9%
AWM
321
Aries Wealth Management
Maine
$8.83M +$702K +13,148 +9%
CL
322
Choreo LLC
Illinois
$8.76M +$4.25M +79,628 +112%
AMG
323
Asset Management Group
Connecticut
$8.75M +$785K +14,700 +11%
AIM
324
Acropolis Investment Management
Missouri
$8.74M -$330K -6,184 -4%
HCM
325
Hall Capital Management
Rhode Island
$8.73M +$171K +3,200 +2%
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