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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
301
AlphaCore Capital
California
$15M -$1.91M -25,672 -11%
JRFS
302
James Reed Financial Services
Ohio
$15M -$593K -7,976 -4%
PS
303
Principal Securities
Iowa
$14.9M +$2.28M +30,724 +17%
REMPR
304
Roof Eidam Maycock Peralta (REMP)
California
$14.9M +$672K +9,040 +5%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$14.9M +$1.13M +15,268 +8%
JGIA
306
Jackson Grant Investment Advisers
Connecticut
$14.8M +$195K +2,624 +1%
SWA
307
Stratos Wealth Advisors
Ohio
$14.8M -$7.27M -97,892 -32%
FNBSF
308
First National Bank Sioux Falls
South Dakota
$14.6M +$695K +9,352 +5%
FOFP
309
Fee-Only Financial Planning
South Carolina
$14.5M -$63K -848 -0.4%
AAS
310
Ameritas Advisory Services
Nebraska
$14.5M +$2.72M +36,576 +22%
TFO
311
Tarbox Family Office
California
$14.4M -$870K -11,708 -6%
JFA
312
JNBA Financial Advisors
Minnesota
$14.4M -$117K -1,572 -0.8%
BAM
313
Belpointe Asset Management
Nevada
$14.3M +$711K +9,568 +5%
NFG
314
Nations Financial Group
Iowa
$14.2M +$374K +5,040 +3%
ASN
315
Advisory Services Network
Georgia
$14.2M +$2.97M +39,928 +25%
AW
316
Avion Wealth
Texas
$14.1M +$1.3M +17,516 +10%
FCP
317
Fidelis Capital Partners
Florida
$14.1M -$424K -5,700 -3%
FFP
318
Freedom Financial Partners
Minnesota
$14.1M +$594K +8,000 +4%
SCA
319
STALEY CAPITAL ADVISERS
Pennsylvania
$14.1M +$150K +2,016 +1%
CA
320
CoreCap Advisors
Michigan
$14M +$1.25M +16,856 +9%
WF
321
Whelan Financial
California
$14M +$615K +8,284 +4%
SFG
322
Somnio Financial Group
Connecticut
$13.9M +$334K +4,500 +2%
FF
323
Financial Futures
New Jersey
$13.9M +$975K +13,128 +7%
AWM
324
Aries Wealth Management
Maine
$13.7M +$998K +13,432 +8%
FWM
325
ForthRight Wealth Management
Georgia
$13.6M +$111K +1,496 +0.8%
11 12
13
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