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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Perigon Wealth Management
California
$5.38M +$144K +2,148 +3%
CFG
527
Clayton Financial Group
Missouri
$5.37M +$35.4K +528 +0.6%
BWM
528
Benchmark Wealth Management
Connecticut
$5.34M -$220K -3,276 -4%
RPGK
529
Retirement Planning Group (Kansas)
Kansas
$5.3M -$210K -3,132 -4%
CA
530
Clune & Associates
Illinois
$5.28M +$110K +1,632 +2%
SG
531
StoneX Group
New York
$5.25M +$321K +4,784 +6%
CWM
532
Calamos Wealth Management
Illinois
$5.22M +$53.7K +800 +1%
DAS
533
Dynamic Advisor Solutions
Arizona
$5.21M +$5.41M +80,632 New
RF
534
Robinswood Financial
Washington
$5.2M -$167K -2,484 -3%
SCM
535
SCS Capital Management
Massachusetts
$5.2M +$5.4M +80,400 New
RWP
536
RWA Wealth Partners
Massachusetts
$5.19M +$999K +14,884 +23%
KCM
537
Kendall Capital Management
Maryland
$5.18M – – –
ST
538
Spinnaker Trust
Maine
$5.18M -$168K -2,504 -3%
BCWM
539
Bartlett & Co Wealth Management
Ohio
$5.15M -$30.6K -456 -0.6%
ML
540
McAdam LLC
Pennsylvania
$5.15M -$8.37M -124,716 -61%
PFG
541
PAX Financial Group
Texas
$5.14M -$603K -8,992 -10%
SAM
542
S.A. Mason
Michigan
$5.11M +$399K +5,944 +8%
SMA
543
Sage Mountain Advisors
Georgia
$5.11M – – –
RA
544
RFG Advisory
Alabama
$5.07M -$25.2K -376 -0.5%
RWIA
545
Roger Wittlin Investment Advisory
California
$5.03M -$77K -1,148 -1%
FWS
546
FinDec Wealth Services
California
$5.02M +$1.04M +15,540 +25%
SIA
547
Spectrum Investment Advisors
Wisconsin
$5.02M +$196K +2,924 +4%
AC
548
AlphaCore Capital
California
$5M +$5.19M +77,408 New
MA
549
Marquette Associates
Illinois
$4.99M +$16.6K +248 +0.3%
ATC
550
Argent Trust Co
Tennessee
$4.96M +$624K +9,292 +14%
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