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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
326
Advyzon Investment Management
Illinois
$13M +$1.35M +18,496 +11%
AW
327
Avion Wealth
Texas
$13M +$1.47M +20,196 +13%
CA
328
CoreCap Advisors
Michigan
$13M +$167K +2,292 +1%
AWM
329
Allen Wealth Management
North Carolina
$13M +$13M +178,560 New
FCA
330
Fortis Capital Advisors
Kansas
$12.9M +$772K +10,616 +6%
AWM
331
Aries Wealth Management
Maine
$12.9M +$1M +13,764 +8%
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$12.9M -$594K -8,164 -4%
LIA
333
LBMC Investment Advisors
Tennessee
$12.9M +$582 +8 +0%
PS
334
Principal Securities
Iowa
$12.8M -$14.8K -204 -0.1%
BPAMU
335
BTG Pactual Asset Management US
New York
$12.7M +$473K +6,508 +4%
KIA
336
Koenig Investment Advisory
Oregon
$12.7M +$12M +165,212 New
RPC
337
Rossmore Private Capital
Connecticut
$12.7M +$1.18M +16,160 +10%
TYCC
338
Texas Yale Capital Corp
Florida
$12.6M +$807K +11,096 +7%
IAA
339
Ironsides Asset Advisors
North Carolina
$12.5M – – –
BDF
340
Black Diamond Financial
Maryland
$12.5M -$123K -1,688 -1%
FMI
341
F/M Investments
District of Columbia
$12.5M +$51.2K +704 +0.4%
GCM
342
Gibraltar Capital Management
Oklahoma
$12.4M +$1.18M +16,276 +11%
ZIG
343
Zuckerman Investment Group
Illinois
$12.4M +$508K +6,980 +4%
KWM
344
Kingsview Wealth Management
Oregon
$12.3M +$839K +11,532 +7%
HCM
345
Hall Capital Management
Rhode Island
$12.2M +$313K +4,308 +3%
4FG
346
4Thought Financial Group
New York
$12.2M +$350K +4,816 +3%
AFG
347
Atomi Financial Group
New York
$12.2M +$1.4M +19,236 +13%
AA
348
Ancora Advisors
Ohio
$12.2M +$11.1K +152 +0.1%
PP
349
Pearl Planning
Michigan
$12.1M +$12.2M +167,096 New
FFO
350
Fortitude Family Office
Arizona
$12.1M +$1.22M +16,704 +11%
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