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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
601
9258 Wealth Management
Ohio
$2.59M -$994K -18,116 -27%
GAM
602
GEM Asset Management
Michigan
$2.58M +$4.61K +84 +0.2%
CA
603
Cornerstone Advisory
Maryland
$2.58M -$80.5K -1,468 -3%
BMCM
604
Bryn Mawr Capital Management
Pennsylvania
$2.57M +$823K +15,004 +44%
GWP
605
Gateway Wealth Partners
Wisconsin
$2.57M +$247K +4,496 +10%
EF
606
Empowered Funds
Pennsylvania
$2.57M +$2.7M +49,316 New
IWM
607
IHT Wealth Management
Illinois
$2.56M -$157K -2,860 -5%
VC
608
Vicus Capital
Pennsylvania
$2.55M +$220K +4,004 +9%
CFD
609
Creative Financial Designs
Indiana
$2.53M +$120K +2,188 +5%
BSSFA
610
Baron Silver Stevens Financial Advisors
Florida
$2.53M -$99.2K -1,808 -4%
CF
611
Centaurus Financial
California
$2.53M -$49.1K -896 -2%
EWM
612
Evercore Wealth Management
New York
$2.53M -$658K -12,000 -20%
CGL
613
Clarius Group LLC
Washington
$2.5M +$934K +17,036 +55%
BOM
614
Bank of Marin
California
$2.49M – – –
CHA
615
Carmichael Hill & Associates
Maryland
$2.48M +$16.7K +304 +0.6%
MSFS
616
Main Street Financial Solutions
Pennsylvania
$2.47M -$29.4K -536 -1%
BIM
617
Bridges Investment Management
Nebraska
$2.47M – – –
WPW
618
Watershed Private Wealth
Illinois
$2.46M +$83.8K +1,528 +3%
NFP
619
Narus Financial Partners
Utah
$2.45M +$141K +2,576 +6%
PAM
620
Peak Asset Management
Colorado
$2.45M +$54.4K +992 +2%
WA
621
Wealth Alliance
New York
$2.42M -$52.9K -964 -2%
AMM
622
American Money Management
California
$2.41M -$37.1K -676 -1%
CI
623
Conning Inc
Connecticut
$2.41M – – –
CCB
624
Country Club Bank
Missouri
$2.41M +$196K +3,572 +8%
VCA
625
Verdence Capital Advisors
Maryland
$2.4M +$1.18M +21,492 +87%
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