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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
776
IEQ Capital
California
$1.08M +$156K +2,984 +15%
ACA
777
Atlas Capital Advisors
Wyoming
$1.08M -$857K -16,392 -42%
IPW
778
Intergy Private Wealth
Colorado
$1.08M +$162K +3,104 +16%
TW
779
TrinityPoint Wealth
Connecticut
$1.07M +$1.67K +32 +0.1%
DWT
780
Dorsey & Whitney Trust
South Dakota
$1.07M – – –
UWM
781
USAdvisors Wealth Management
Minnesota
$1.06M +$122K +2,332 +11%
RWM
782
Refined Wealth Management
Utah
$1.06M +$1.25K +24 +0.1%
CW
783
CreativeOne Wealth
Kansas
$1.06M -$148K -2,836 -11%
LWMNY
784
Landmark Wealth Management (New York)
New York
$1.06M +$1.18M +22,500 New
BFA
785
Beacon Financial Advisory
Ohio
$1.06M +$93.9K +1,796 +9%
WFA
786
West Financial Advisors
Iowa
$1.05M +$40.8K +780 +4%
EB
787
Eastern Bank
Massachusetts
$1.05M -$263K -5,032 -18%
NDSI
788
Newman Dignan & Sheerar Inc
Rhode Island
$1.05M +$51.8K +992 +5%
VNB
789
Virginia National Bank
Virginia
$1.05M -$12.8K -244 -1%
CAM
790
Chandler Asset Management
California
$1.04M – – –
BFO
791
Boston Family Office
Massachusetts
$1.04M +$55.4K +1,060 +5%
AR
792
Advisory Research
Illinois
$1.03M – – –
SWA
793
Sutton Wealth Advisors
Florida
$1.03M -$1.25K -24 -0.1%
CPWM
794
Cypress Point Wealth Management
Texas
$1.03M +$3.55K +68 +0.3%
CDIA
795
Capital Directions Investment Advisors
Georgia
$1.03M -$1.15M -21,920 Closed
MWPCG
796
Measured Wealth Private Client Group
New Hampshire
$1.02M -$57.9K -1,108 -5%
KWS
797
Keystone Wealth Services
California
$1.01M +$21.9K +420 +2%
KF
798
Krilogy Financial
Missouri
$1.01M +$412K +7,888 +58%
HNW
799
High Note Wealth
Minnesota
$1.01M -$55.2K -1,056 -5%
CIA
800
Compass Ion Advisors
Pennsylvania
$1.01M -$15.9K -304 -1%
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