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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
401
Roundview Capital
New Jersey
$4.01M +$176K +3,036 +5%
LWA
402
LWS Wealth Advisors
New Jersey
$3.98M -$1.08M -18,684 -22%
KCM
403
Kendall Capital Management
Maryland
$3.97M +$5.8K +100 +0.1%
DY
404
Dowling & Yahnke
California
$3.95M -$79.1K -1,364 -2%
EWA
405
Encompass Wealth Advisors
Oregon
$3.95M +$98.3K +1,696 +3%
SF
406
Summit Financial
New Jersey
$3.94M +$1.29M +22,332 +51%
AA
407
Alesco Advisors
New York
$3.94M -$111K -1,920 -3%
JWCA
408
J.W. Cole Advisors
Florida
$3.93M +$403K +6,956 +12%
EWM
409
Echo Wealth Management
Minnesota
$3.92M -$99.9K -1,724 -3%
FNBOO
410
First National Bank of Omaha
Nebraska
$3.91M – – –
CP
411
Camelot Portfolios
Ohio
$3.89M -$154K -2,656 -4%
ATC
412
Argent Trust Co
Tennessee
$3.88M – – –
EWM
413
Evercore Wealth Management
New York
$3.87M -$657K -11,336 -15%
HMS
414
Hanseatic Management Services
New Mexico
$3.87M +$1.74M +30,012 +85%
SAM
415
S.A. Mason
Michigan
$3.82M +$1.39K +24 +0%
GAM
416
Gemmer Asset Management
California
$3.79M +$113K +1,952 +3%
CWM
417
Calamos Wealth Management
Illinois
$3.78M – – –
CF
418
Centaurus Financial
California
$3.76M +$230K +3,960 +7%
KPWS
419
Kestra Private Wealth Services
Texas
$3.75M +$73K +1,260 +2%
RIS
420
Retirement Income Solutions
Michigan
$3.74M -$202K -3,484 -5%
OFW
421
Omnia Family Wealth
Florida
$3.74M -$187K -3,220 -5%
JWBC
422
John W. Brooker & Co
California
$3.71M -$40.3K -696 -1%
FFA
423
First Foundation Advisors
California
$3.69M – – –
KIA
424
KCM Investment Advisors
California
$3.69M – – –
SFWA
425
Summit Financial Wealth Advisors
Louisiana
$3.67M -$671K -11,576 -16%
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