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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
401
First United Bank & Trust
Maryland
$3.28M +$580K +11,980 +23%
RIM
402
Rockbridge Investment Management
New York
$3.25M +$60.8K +1,256 +2%
KIA
403
KCM Investment Advisors
California
$3.25M +$15.9K +328 +0.5%
KPWS
404
Kestra Private Wealth Services
Texas
$3.24M +$750K +15,488 +33%
AFAS
405
Acorn Financial Advisory Services
Virginia
$3.23M +$955K +19,720 +46%
MCWS
406
McKinley Carter Wealth Services
West Virginia
$3.23M +$2.09M +43,256 +225%
DSC
407
Duncker Streett & Co
Missouri
$3.22M -$104K -2,152 -3%
TW
408
TrinityPoint Wealth
Connecticut
$3.21M -$10.7K -220 -0.4%
RC
409
Roundview Capital
New Jersey
$3.21M +$72.6K +1,500 +2%
SAM
410
Sawgrass Asset Management
Florida
$3.19M – – –
EWM
411
Echo Wealth Management
Minnesota
$3.18M +$2.98M +61,604 New
GC
412
Gilbert & Cook
Iowa
$3.17M -$609K -12,584 -17%
DWM
413
Doyle Wealth Management
Florida
$3.15M +$465K +9,600 +19%
IDA
414
Intelligence Driven Advisers
California
$3.14M -$50.2K -1,036 -2%
DSA
415
Droms Strauss Advisors
Missouri
$3.13M -$34.1K -704 -1%
WMG
416
WESCAP Management Group
California
$3.08M -$20.5K -424 -0.7%
RIA
417
Regal Investment Advisors
Michigan
$3.08M +$2.88M +59,540 New
MMA
418
Miracle Mile Advisors
California
$3.07M -$755K -15,600 -21%
MSFS
419
Main Street Financial Solutions
Pennsylvania
$3.07M +$2.87M +59,308 New
SC
420
SouthState Corp
Florida
$3.05M +$23.8K +492 +0.8%
PJB
421
Paul John Balson
California
$3.05M +$335K +6,920 +13%
GRP
422
Global Retirement Partners
California
$3.04M +$49.8K +1,028 +2%
WCM
423
Windham Capital Management
Massachusetts
$3.01M – – –
CB
424
Commerce Bank
Missouri
$3M +$127K +2,620 +5%
SAM
425
S.A. Mason
Michigan
$3M +$254K +5,252 +10%
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