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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
376
Intelligence Driven Advisers
California
$2.73M +$1.35M +31,044 +101%
SAM
377
Sawgrass Asset Management
Florida
$2.72M – – –
RIM
378
Rockbridge Investment Management
New York
$2.72M -$13.8K -316 -0.5%
DSA
379
Droms Strauss Advisors
Missouri
$2.69M -$1.21M -27,876 -31%
TW
380
TrinityPoint Wealth
Connecticut
$2.69M +$9.41K +216 +0.4%
RC
381
Roundview Capital
New Jersey
$2.67M +$184K +4,212 +7%
ACP
382
Aveo Capital Partners
Colorado
$2.65M +$2.26M +51,888 +623%
PPW
383
Parcion Private Wealth
Washington
$2.65M +$1.45M +33,368 +128%
JWBC
384
John W. Brooker & Co
California
$2.65M -$191K -4,376 -7%
WMG
385
WESCAP Management Group
California
$2.64M -$78.6K -1,804 -3%
BC
386
Burleson & Co
California
$2.63M -$1.69M -38,700 -41%
FPB
387
First PREMIER Bank
South Dakota
$2.62M +$226K +5,196 +10%
NYLIM
388
New York Life Investment Management
New York
$2.59M +$2.05M +46,964 +399%
SC
389
SouthState Corp
Florida
$2.58M – – –
22CM
390
20/20 Capital Management
California
$2.57M -$249K -5,712 -9%
WCM
391
Windham Capital Management
Massachusetts
$2.56M – – –
BSW
392
Buckingham Strategic Wealth
Missouri
$2.55M +$356K +8,176 +16%
PAS
393
Park Avenue Securities
New York
$2.55M +$269K +6,164 +12%
GRP
394
Global Retirement Partners
California
$2.54M +$396K +9,084 +19%
WIA
395
Wealthstreet Investment Advisors
Texas
$2.5M +$23.7K +544 +1%
DL
396
DOHJ LLC
Washington
$2.5M +$132K +3,040 +6%
GG
397
Gleason Group
Kentucky
$2.48M +$9.24K +212 +0.4%
AFM
398
Abbot Financial Management
Massachusetts
$2.47M – – –
CFA
399
Cahill Financial Advisors
Minnesota
$2.46M +$1.22K +28 +0.1%
AIA
400
Alera Investment Advisors
Illinois
$2.45M -$20.2K -464 -0.8%
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