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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
501
Robinswood Financial
Washington
$5.14M -$357K -6,040 -7%
LC
502
Lindbrook Capital
California
$5.13M -$239K -4,040 -5%
ST
503
Spinnaker Trust
Maine
$5.09M +$340K +5,756 +8%
CPL
504
CAP Partners LLC
Tennessee
$5.09M +$75.4K +1,276 +2%
RWIA
505
Roger Wittlin Investment Advisory
California
$5.05M -$275K -4,660 -5%
DWP
506
Destiny Wealth Partners
Florida
$5.02M -$61.2K -1,036 -1%
HIM
507
Hanlon Investment Management
New Jersey
$5M -$139K -2,344 -3%
SW
508
SVB Wealth
Massachusetts
$5M +$1.98M +33,572 +72%
RIA
509
Regal Investment Advisors
Michigan
$4.98M +$1.16M +19,616 +33%
KCM
510
Kendall Capital Management
Maryland
$4.97M +$674K +11,400 +17%
CA
511
Continuum Advisory
Idaho
$4.95M -$920K -15,572 -16%
CAM
512
CPA Asset Management
Florida
$4.91M +$189K +3,196 +4%
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$4.89M +$216K +3,656 +5%
SIM
514
Stratos Investment Management
Ohio
$4.89M -$161K -2,720 -3%
CWM
515
Calamos Wealth Management
Illinois
$4.85M – – –
FWS
516
FinDec Wealth Services
California
$4.85M -$57.7K -976 -1%
FPIS
517
Financial Planning & Information Services
Wisconsin
$4.82M -$104K -1,756 -2%
SG
518
StoneX Group
New York
$4.81M -$32.9K -556 -0.7%
RWM
519
Refined Wealth Management
Utah
$4.8M +$43K +728 +1%
LA
520
Lane & Associates
New Jersey
$4.78M -$76.4K -1,292 -2%
AWM
521
AAF Wealth Management
Massachusetts
$4.77M -$2.26M -38,260 -33%
GSAM
522
Grant Street Asset Management
Pennsylvania
$4.77M +$222K +3,756 +5%
BP
523
BBR Partners
New York
$4.73M -$45.9K -776 -1%
AFAS
524
Acorn Financial Advisory Services
Virginia
$4.73M -$1.32M -22,280 -23%
BWM
525
Benchmark Wealth Management
Connecticut
$4.71M +$194K +3,276 +5%
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