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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
Refined Wealth Management
Utah
$1.11M +$82.3K +1,524 +7%
VNB
777
Virginia National Bank
Virginia
$1.11M -$704K -13,036 -37%
CAM
778
Chandler Asset Management
California
$1.09M – – –
AR
779
Advisory Research
Illinois
$1.08M – – –
SWA
780
Sutton Wealth Advisors
Florida
$1.08M +$10.8K +200 +0.9%
CDIA
781
Capital Directions Investment Advisors
Georgia
$1.08M – – –
CPWM
782
Cypress Point Wealth Management
Texas
$1.08M -$133K -2,456 -10%
PBF
783
Petix & Botte Financial
California
$1.07M -$1.16M -21,556 -50%
CIA
784
Compass Ion Advisors
Pennsylvania
$1.07M +$24.6K +456 +2%
WFA
785
West Financial Advisors
Iowa
$1.06M +$25.9K +480 +2%
ACM
786
AlphaStar Capital Management
North Carolina
$1.06M +$864K +15,996 +285%
BTW
787
Boston Trust Walden
Massachusetts
$1.06M -$68.7K -1,272 -6%
CFO
788
Collective Family Office
Pennsylvania
$1.06M +$370K +6,856 +47%
FLA
789
Financial Life Advisors
Texas
$1.05M +$19K +352 +2%
NDSI
790
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M +$228K +4,216 +25%
SEP
791
Southland Equity Partners
Missouri
$1.04M +$52.5K +972 +5%
HNW
792
High Note Wealth
Minnesota
$1.04M -$8K -148 -0.7%
KWS
793
Keystone Wealth Services
California
$1.04M -$236K -4,376 -17%
BFO
794
Boston Family Office
Massachusetts
$1.04M +$254K +4,700 +29%
HKIMG
795
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$34.8K -644 -3%
AL
796
Aspiriant LLC
California
$1.03M -$113K -2,096 -9%
HWA
797
Heritage Wealth Advisors
Virginia
$1.03M – – –
HC
798
HNP Capital
New York
$1.03M -$168K -3,116 -13%
BFO
799
Biltmore Family Office
North Carolina
$1.02M – – –
CPO
800
Cerity Partners OCIO
New York
$1.02M -$10.2K -188 -0.9%
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