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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$4.48M +$782K +11,652 +20%
BWM
577
BKM Wealth Management
Wisconsin
$4.48M -$126K -1,876 -3%
FGWP
578
Founders Grove Wealth Partners
Virginia
$4.48M +$384K +5,728 +9%
BPC
579
Bearing Point Capital
Minnesota
$4.46M +$470K +7,008 +11%
HP
580
Holistic Planning
Texas
$4.45M +$196K +2,928 +4%
WA
581
WP Advisors
California
$4.43M +$79.5K +1,184 +2%
SCP
582
Shorepoint Capital Partners
Massachusetts
$4.43M -$77.3K -1,152 -2%
CMAI
583
Capital Management Associates Inc
Minnesota
$4.41M +$1.45M +21,616 +46%
OGF
584
Orin Green Financial
California
$4.41M +$4.94M +73,556 New
HIP
585
HUB Investment Partners
Texas
$4.39M +$4.23M +63,064 +1,311%
AWA
586
Arete Wealth Advisors
Illinois
$4.38M +$278K +4,140 +7%
MSA
587
Marathon Strategic Advisors
Pennsylvania
$4.37M -$65.8K -980 -1%
BCP
588
Berkeley Capital Partners
Georgia
$4.37M +$21.5K +320 +0.5%
GAM
589
Grandview Asset Management
Pennsylvania
$4.37M +$227K +3,384 +5%
RIM
590
RW Investment Management
Idaho
$4.34M +$227K +3,384 +5%
ABWM
591
Alpine Bank Wealth Management
Colorado
$4.32M +$4.49M +66,840 New
SMC
592
Smith, Moore & Co
Missouri
$4.31M -$15.6K -232 -0.3%
MA
593
MONECO Advisors
Connecticut
$4.29M -$2.15M -32,068 -33%
MW
594
Marcum Wealth
Ohio
$4.28M +$23.6K +352 +0.5%
VW
595
Veridan Wealth
Oregon
$4.28M +$234K +3,484 +6%
BTW
596
Boston Trust Walden
Massachusetts
$4.26M -$2.68K -40 -0.1%
RA
597
Rockingstone Advisors
Massachusetts
$4.25M +$43.8K +652 +1%
CHC
598
City Holding Co
West Virginia
$4.25M -$20.7K -308 -0.5%
SCP
599
Silverleafe Capital Partners
Tennessee
$4.23M +$128K +1,912 +3%
PTC
600
Philadelphia Trust Company
Pennsylvania
$4.23M – – –
22 23
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