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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
726
IHT Wealth Management
Illinois
$4.44M +$37.8K +487 +0.9%
CCA
727
Conservest Capital Advisors
Pennsylvania
$4.44M -$20.5K -265 -0.5%
GCA
728
Gradient Capital Advisors
California
$4.43M -$172K -2,219 -4%
IWB
729
Innovative Wealth Building
Maryland
$4.43M -$292K -3,761 -6%
FHA
730
Flagship Harbor Advisors
Massachusetts
$4.41M -$144K -1,855 -3%
MWM
731
Modern Wealth Management
Kansas
$4.41M +$2.42M +31,154 +132%
SFG
732
Seamount Financial Group
Colorado
$4.4M +$184K +2,369 +5%
FL
733
FreeGulliver LLC
Louisiana
$4.37M +$123K +1,583 +3%
BI
734
Beckerman Institutional
New Jersey
$4.36M +$360K +4,642 +9%
DBRC
735
D.B. Root & Company
Pennsylvania
$4.35M -$309K -3,989 -7%
MWM
736
Mittelman Wealth Management
Massachusetts
$4.35M -$4.09M -52,803 -81%
GSWA
737
Good Steward Wealth Advisors
Tennessee
$4.34M +$237K +3,058 +6%
GWM
738
GoalFusion Wealth Management
Texas
$4.33M +$224K +2,885 +6%
SWASL
739
Spartan Wealth Advisory Services LLC
Michigan
$4.33M +$8.45K +109 +0.2%
BA
740
BCM Advisors
Louisiana
$4.33M -$11.8M -152,399 -74%
ACM
741
Armbruster Capital Management
New York
$4.33M -$189K -2,444 -4%
AMBIA
742
Allen Mooney & Barnes Investment Advisors
Georgia
$4.32M -$133K -1,721 -3%
AFG
743
Atomi Financial Group
New York
$4.32M +$20.5K +265 +0.5%
RSWM
744
Robertson Stephens Wealth Management
California
$4.32M -$63.9K -824 -2%
HWA
745
Hilltop Wealth Advisors
North Carolina
$4.29M – – –
EIG
746
Ellenbecker Investment Group
Wisconsin
$4.26M -$101K -1,302 -2%
MWM
747
Maltin Wealth Management
New Jersey
$4.26M +$266K +3,437 +7%
EWM
748
Evergreen Wealth Management
Michigan
$4.24M +$4.08M +52,579 New
IA
749
IFP Advisors
Florida
$4.23M -$339K -4,376 -8%
DWAM
750
Duncan Williams Asset Management
Tennessee
$4.2M +$56.8K +733 +1%
28 29
30
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