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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Brookstone Capital Management
Illinois
$2.4M +$235K +3,976 +12%
TFS
727
Thoroughbred Financial Services
Tennessee
$2.39M -$352K -5,964 -13%
PIAS
728
PCA Investment Advisory Services
Ohio
$2.38M +$104K +1,752 +5%
FFO
729
Fiduciary Family Office
Florida
$2.38M – – –
GWM
730
GoalFusion Wealth Management
Texas
$2.37M +$75.4K +1,276 +3%
CFG
731
CKW Financial Group
Hawaii
$2.36M -$5.2K -88 -0.2%
EWA
732
Encompass Wealth Advisors
Oregon
$2.36M -$26.5K -448 -1%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$2.36M -$179K -3,024 -7%
RWA
734
Rooted Wealth Advisors
Illinois
$2.36M -$1.13M -19,192 -33%
GA
735
GFS Advisors
Texas
$2.35M – – –
AG
736
Advocate Group
Minnesota
$2.34M +$118K +1,996 +6%
VCM
737
Vivaldi Capital Management
Illinois
$2.32M -$8.75K -148 -0.4%
SIA
738
Soltis Investment Advisors
Utah
$2.32M +$260K +4,396 +13%
VBFP
739
Valtinson Bruner Financial Planning
Minnesota
$2.32M +$610K +10,328 +39%
IA
740
IFS Advisors
Kansas
$2.31M -$3.31K -56 -0.2%
CAM
741
Columbia Asset Management
Michigan
$2.31M – – –
RI
742
Ridgewood Investments
New Jersey
$2.3M +$75.9K +1,284 +4%
SFG
743
Seamount Financial Group
Colorado
$2.3M +$96.9K +1,640 +5%
LW
744
Linscomb Wealth
Texas
$2.29M -$292K -4,948 -12%
FLPIM
745
F.L. Putnam Investment Management
Massachusetts
$2.28M +$192K +3,244 +10%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$2.28M -$1.18K -20 -0.1%
IP
747
Intellectus Partners
California
$2.27M +$54.4K +920 +3%
MAC
748
Mason & Associates (California)
California
$2.27M -$5.66M -95,760 -72%
JAG
749
Journey Advisory Group
Kentucky
$2.27M -$265K -4,484 -11%
STA
750
Summit Trail Advisors
New York
$2.26M +$203K +3,428 +10%
28 29
30
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