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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
501
Bartlett & Co Wealth Management
Ohio
$5.47M -$136K -2,168 -3%
BCM
502
Beaumont Capital Management
Massachusetts
$5.47M – – –
MA
503
Mutual Advisors
Nebraska
$5.46M -$170K -2,708 -3%
ACM
504
Advisors Capital Management
New Jersey
$5.44M +$5.53K +88 +0.1%
RWM
505
Refined Wealth Management
Utah
$5.44M +$167K +2,664 +3%
AFAS
506
Acorn Financial Advisory Services
Virginia
$5.41M -$26.1K -416 -0.5%
ST
507
Spinnaker Trust
Maine
$5.4M -$5.02K -80 -0.1%
CWM
508
Centurion Wealth Management
Virginia
$5.4M +$5.14M +81,816 New
GSAM
509
Grant Street Asset Management
Pennsylvania
$5.34M +$174K +2,768 +4%
MWM
510
Merriman Wealth Management
Washington
$5.33M +$5.07M +80,756 New
MBI
511
May Barnhard Investments
Maryland
$5.31M +$409K +6,508 +9%
DWP
512
Destiny Wealth Partners
Florida
$5.3M +$75.3K +1,200 +2%
KCM
513
Kendall Capital Management
Maryland
$5.29M +$38.4K +612 +0.8%
CFG
514
Clayton Financial Group
Missouri
$5.28M +$784K +12,480 +18%
MFIMFI
515
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.28M +$385K +6,132 +8%
CWM
516
Calamos Wealth Management
Illinois
$5.27M +$138K +2,200 +3%
PWM
517
Perigon Wealth Management
California
$5.22M -$2.14M -34,088 -30%
SIM
518
Stratos Investment Management
Ohio
$5.2M -$13.3K -212 -0.3%
RWIA
519
Roger Wittlin Investment Advisory
California
$5.19M -$13.3K -212 -0.3%
RIS
520
Retirement Income Solutions
Michigan
$5.16M -$144K -2,296 -3%
SC
521
Scotia Capital
Ontario, Canada
$5.14M +$515K +8,196 +12%
SIA
522
Strategic Investment Advisors
Michigan
$5.13M +$309K +4,920 +7%
SG
523
StoneX Group
New York
$5.12M -$2.01K -32 -0%
AWA
524
Arkadios Wealth Advisors
Georgia
$5.07M +$2.61M +41,528 +118%
GHAM
525
Gilman Hill Asset Management
Connecticut
$5.06M +$5.02K +80 +0.1%
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