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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
476
Freestone Capital Holdings
Washington
$4.03M +$527K +8,404 +15%
MI
477
Moneywise Inc
Virginia
$4.02M -$567K -9,048 -13%
OFW
478
Omnia Family Wealth
Florida
$4.01M – – –
FFA
479
First Foundation Advisors
California
$3.96M – – –
SC
480
SouthState Corp
Florida
$3.96M +$183K +2,920 +5%
CFA
481
Cahill Financial Advisors
Minnesota
$3.95M +$89.5K +1,428 +2%
MF
482
Meridian Financial
Massachusetts
$3.94M +$3.88M +61,888 New
CIP
483
Capital Insight Partners
Arizona
$3.94M +$330K +5,264 +9%
FNBOO
484
First National Bank of Omaha
Nebraska
$3.92M -$386K -6,164 -9%
DC
485
Davenport & Co
Virginia
$3.92M -$72.7K -1,160 -2%
CA
486
Continuum Advisory
Idaho
$3.91M +$95.5K +1,524 +3%
GGS
487
Galvin Gaustad & Stein
Arizona
$3.82M +$424K +6,760 +13%
DSC
488
Duncker Streett & Co
Missouri
$3.81M -$34.4K -548 -0.9%
CA
489
Cornerstone Advisory
Maryland
$3.81M +$209K +3,340 +6%
KPWS
490
Kestra Private Wealth Services
Texas
$3.8M -$534K -8,512 -12%
GWM
491
Greenwich Wealth Management
Connecticut
$3.79M +$18.8K +300 +0.5%
WMG
492
WESCAP Management Group
California
$3.78M -$29.6K -472 -0.8%
GG
493
Gleason Group
Kentucky
$3.77M +$13.5K +216 +0.4%
BAM
494
Barrett Asset Management
New York
$3.77M +$3.05M +48,708 +464%
SRC
495
Shufro Rose & Co
New York
$3.77M -$178K -2,836 -5%
SWA
496
Sightline Wealth Advisors
Connecticut
$3.77M +$25.8K +412 +0.7%
GJIC
497
Gamble Jones Investment Counsel
California
$3.76M -$16.5K -264 -0.4%
KIA
498
KCM Investment Advisors
California
$3.75M -$194K -3,100 -5%
SWA
499
SOA Wealth Advisors
New York
$3.74M -$44.9K -716 -1%
MWA
500
Meridian Wealth Advisors
Texas
$3.74M +$711K +11,336 +24%
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