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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
776
SageView Advisory Group
California
$1.54M +$98.6K +1,880 +7%
NLP
777
Next Level Private
New York
$1.53M +$19.5K +372 +1%
AL
778
ACAS LLC
California
$1.52M -$26.6K -508 -2%
PD
779
Planning Directions
Pennsylvania
$1.52M -$65.6K -1,252 -4%
FA
780
Flagstar Advisors
New York
$1.51M -$42.6K -812 -3%
WPW
781
Waldron Private Wealth
Pennsylvania
$1.51M -$101K -1,920 -7%
WB
782
West Bancorporation
Iowa
$1.49M +$135K +2,572 +10%
DWT
783
Dorsey & Whitney Trust
South Dakota
$1.49M -$1.89K -36 -0.1%
LCC
784
Lincoln Capital Corp
Rhode Island
$1.47M -$49.3K -940 -3%
JAFL
785
Jay A. Fishman Ltd
Michigan
$1.46M -$776K -14,800 -36%
AG
786
Advocate Group
Minnesota
$1.46M -$20.6K -392 -1%
WFA
787
West Financial Advisors
Iowa
$1.46M +$44.9K +856 +3%
RDIA
788
RE Dickinson Investment Advisors
Iowa
$1.44M +$47.6K +908 +4%
BCI
789
Brinker Capital Investments
Pennsylvania
$1.44M -$287K -5,472 -17%
OPS
790
Orion Portfolio Solutions
Nebraska
$1.44M -$287K -5,472 -17%
IFG
791
Independent Financial Group
California
$1.43M +$149K +2,844 +12%
HWMG
792
Hurlow Wealth Management Group
Indiana
$1.43M -$210 -4 -0%
BAM
793
Belpointe Asset Management
Nevada
$1.42M -$1.28M -24,504 -49%
ACA
794
Affinity Capital Advisors
California
$1.42M -$109K -2,072 -7%
NDSI
795
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M -$12.8K -244 -0.9%
SWA
796
Sax Wealth Advisors
New Jersey
$1.41M +$1.89K +36 +0.1%
PPP
797
Private Portfolio Partners
New Jersey
$1.41M -$259K -4,940 -16%
VBFP
798
Valtinson Bruner Financial Planning
Minnesota
$1.41M -$104K -1,988 -7%
RWP
799
RWA Wealth Partners
Massachusetts
$1.4M +$632K +12,052 +90%
TA
800
TrueWealth Advisors
Alabama
$1.4M -$656K -12,520 -33%
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