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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
326
Tarbox Family Office
California
$16.2M -$23.4K -302 -0.2%
FOFP
327
Fee-Only Financial Planning
South Carolina
$16.1M -$125K -1,612 -0.8%
FF
328
Financial Futures
New Jersey
$16.1M +$484K +6,238 +3%
RC
329
Roundview Capital
New Jersey
$16.1M +$978K +12,615 +7%
FFP
330
Freedom Financial Partners
Minnesota
$16.1M +$266K +3,435 +2%
EWA
331
EP Wealth Advisors
California
$15.9M +$1.32M +17,090 +9%
AIM
332
Advyzon Investment Management
Illinois
$15.9M +$1.36M +17,540 +10%
WF
333
Whelan Financial
California
$15.8M +$161K +2,072 +1%
SFG
334
Somnio Financial Group
Connecticut
$15.8M +$175K +2,256 +1%
FWM
335
ForthRight Wealth Management
Georgia
$15.8M +$491K +6,335 +3%
SCA
336
STALEY CAPITAL ADVISERS
Pennsylvania
$15.8M -$8.92K -115 -0.1%
JFA
337
JNBA Financial Advisors
Minnesota
$15.7M -$349K -4,505 -2%
AWM
338
Aries Wealth Management
Maine
$15.7M +$279K +3,605 +2%
HCM
339
Hall Capital Management
Rhode Island
$15.7M -$38.4M -495,237 -72%
MNA
340
Manning & Napier Advisors
New York
$15.6M +$1.76M +22,714 +13%
FCA
341
Fortis Capital Advisors
Kansas
$15.6M +$462K +5,953 +3%
AP
342
Americana Partners
Texas
$15.3M +$9.21M +118,739 +167%
WAG
343
Wheelhouse Advisory Group
Missouri
$15.3M +$429K +5,529 +3%
FFG
344
Fortress Financial Group
Minnesota
$15.2M +$14.3M +184,021 +3,969%
PA
345
Pinnacle Associates
New York
$15M -$78.1K -1,008 -0.5%
BDF
346
Black Diamond Financial
Maryland
$15M +$1.05M +13,480 +8%
BPAMU
347
BTG Pactual Asset Management US
New York
$14.9M +$1.62M +20,877 +13%
PP
348
Pearl Planning
Michigan
$14.8M +$508K +6,554 +4%
AIM
349
Acropolis Investment Management
Missouri
$14.7M -$152K -1,961 -1%
RPC
350
Rossmore Private Capital
Connecticut
$14.7M +$845K +10,900 +6%
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