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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
801
Allworth Financial
California
$545K +$56.4K +1,164 +12%
MWM
802
Mission Wealth Management
California
$544K +$22.9K +472 +5%
GSWM
803
Golden State Wealth Management
California
$544K +$81.2K +1,676 +19%
AP
804
Americana Partners
Texas
$544K +$166K +3,428 +48%
CC
805
Courier Capital
New York
$538K +$76.1K +1,572 +18%
SFP
806
Sterling Financial Planning
New Jersey
$536K +$502K +10,360 New
ONST
807
Old North State Trust
North Carolina
$535K -$95.5K -1,972 -16%
MIM
808
Moseley Investment Management
Florida
$531K +$205K +4,228 +70%
HGWM
809
Horst & Graben Wealth Management
Oregon
$523K -$59.8K -1,236 -11%
OSAM
810
O'Shaughnessy Asset Management
Connecticut
$523K +$58.1K +1,200 +13%
CAG
811
Compass Advisory Group
New York
$520K +$487K +10,060 New
WAM
812
WNY Asset Management
New York
$516K +$487K +10,052 New
BAS
813
Brown Advisory Securities
Maryland
$515K +$13K +268 +3%
TNB
814
Thomasville National Bank
Georgia
$514K +$84.2K +1,740 +21%
QCG
815
Quadrant Capital Group
Ohio
$511K +$36.6K +756 +8%
IAP
816
Indie Asset Partners
Indiana
$500K -$58.1K -1,200 -11%
FNB
817
Farmers National Bank
Kentucky
$500K +$468K +9,668 New
LB
818
Leo Brokerage
Texas
$498K +$467K +9,640 New
PO
819
Private Ocean
California
$497K -$5.81K -120 -1%
DI
820
Diligent Investors
California
$496K +$775 +16 +0.2%
SFO
821
Stokes Family Office
Louisiana
$496K +$14.7K +304 +3%
PAM
822
Peak Asset Management
Colorado
$493K +$43.6K +900 +10%
GIA
823
Gladstone Institutional Advisory
Florida
$489K +$77.3K +1,596 +20%
SFG
824
StrategIQ Financial Group
Indiana
$488K -$69.3K -1,432 -13%
MWA
825
Moser Wealth Advisors
Washington
$486K – – –
31 32
33
34 35