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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
801
TS Financial Group (TSFG)
Illinois
$3.2M -$266K -3,584 -7%
GWMR
802
GC Wealth Management RIA
Massachusetts
$3.2M +$291K +3,912 +10%
AAM
803
Aureus Asset Management
Massachusetts
$3.19M +$661K +8,900 +25%
OCM
804
Objective Capital Management
Ohio
$3.19M -$85.9K -1,156 -3%
AI
805
Atria Investments
North Carolina
$3.18M -$3.09M -41,640 -48%
SG
806
StoneX Group
New York
$3.17M -$2.4M -32,296 -42%
MPI
807
Mairs & Power Inc
Minnesota
$3.16M +$2.65M +35,608 +425%
FPW
808
Flywheel Private Wealth
California
$3.15M -$7.73K -104 -0.2%
NAS
809
NWF Advisory Services
California
$3.15M +$58K +780 +2%
EWA
810
Encompass Wealth Advisors
Oregon
$3.15M -$44.9K -604 -1%
RCIM
811
Red Cedar Investment Management
Michigan
$3.14M – – –
HNWAG
812
High Net Worth Advisory Group
Florida
$3.14M -$33.6K -452 -1%
CFA
813
CWS Financial Advisors
Michigan
$3.14M +$50.5K +680 +2%
GEA
814
Glen Eagle Advisors
New Jersey
$3.14M +$1.86M +25,092 +135%
VCP
815
Verus Capital Partners
Arizona
$3.13M +$155K +2,080 +5%
CAWM
816
Capital Advisors Wealth Management
Washington
$3.12M -$1.78K -24 -0.1%
AFG
817
Allegheny Financial Group
Pennsylvania
$3.12M +$485K +6,524 +18%
GI
818
GAMCO Investors
Connecticut
$3.12M +$1.32M +17,740 +69%
RWM
819
RMG Wealth Management
Wisconsin
$3.11M +$9.85M +132,568 +497%
FPFC
820
Financial Planning Fort Collins
Colorado
$3.1M +$9.2M +123,880 +328%
SFS
821
Summit Financial Strategies
Ohio
$3.1M +$210K +2,820 +7%
FFW
822
Fusion Family Wealth
New York
$3.07M -$161K -2,164 -5%
WS
823
Wedbush Securities
California
$3.06M +$127K +1,708 +4%
SSI
824
Scott & Selber Inc
Texas
$3.06M +$100K +1,348 +3%
PAS
825
PKS Advisory Services
New York
$3.05M +$251K +3,380 +9%
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33
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