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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
551
Dynamic Advisor Solutions
Arizona
$6.28M +$242K +3,324 +4%
AI
552
Atria Investments
North Carolina
$6.23M -$323K -4,444 -5%
EPAM
553
Evelyn Partners Asset Management
$6.21M +$709K +9,752 +13%
LWM
554
Latko Wealth Management
Illinois
$6.2M -$155K -2,132 -2%
PWM
555
Perigon Wealth Management
California
$6.2M -$120K -1,644 -2%
CMAI
556
Capital Management Associates Inc
Minnesota
$6.17M +$2.81M +38,620 +83%
MAM
557
Mystic Asset Management
Rhode Island
$6.17M -$65.5K -900 -1%
CBA
558
Coastal Bridge Advisors
Connecticut
$6.11M +$565K +7,772 +10%
ML
559
McAdam LLC
Pennsylvania
$6.08M +$254K +3,488 +4%
AF
560
Amara Financial
California
$6.08M -$1.78M -24,404 -23%
BBHC
561
Brown Brothers Harriman & Co
New York
$6.06M +$1.46M +20,008 +31%
OCM
562
One Capital Management
California
$6M +$310K +4,256 +5%
AIA
563
Accelerate Investment Advisors
California
$5.97M +$7.27K +100 +0.1%
EAN
564
Excelsior Advisor Network
Colorado
$5.93M +$5.95M +81,800 New
BPC
565
Bearing Point Capital
Minnesota
$5.92M +$514K +7,064 +9%
ST
566
Spinnaker Trust
Maine
$5.92M +$50.3K +692 +0.9%
RWM
567
Rialto Wealth Management
New York
$5.92M -$50K -688 -0.8%
TW
568
ticino wealth
California
$5.88M +$5.89M +81,024 New
CWM
569
Calamos Wealth Management
Illinois
$5.86M +$5.82K +80 +0.1%
SCM
570
SCS Capital Management
Massachusetts
$5.86M +$116K +1,592 +2%
SAM
571
S.A. Mason
Michigan
$5.85M +$5.24K +72 +0.1%
SIA
572
Spectrum Investment Advisors
Wisconsin
$5.84M +$22.7K +312 +0.4%
GAM
573
Gotham Asset Management
New York
$5.84M +$1.65M +22,684 +39%
RWM
574
RKL Wealth Management
Pennsylvania
$5.84M -$160K -2,204 -3%
KCM
575
Kendall Capital Management
Maryland
$5.82M – – –
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