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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
826
WNY Asset Management
New York
$737K +$2.42K +40 +0.3%
RCAG
827
Rehmann Capital Advisory Group
Michigan
$735K -$27.8K -460 -4%
PWM
828
Paulson Wealth Management
Illinois
$732K -$8.46K -140 -1%
GIA
829
Gladstone Institutional Advisory
Florida
$730K +$138K +2,284 +23%
BWM
830
Benchmark Wealth Management
Connecticut
$727K +$41.1K +680 +6%
TF
831
Tompkins Financial
New York
$723K +$738K +12,220 New
FFG
832
Fullen Financial Group
Ohio
$720K +$1.69K +28 +0.2%
CW
833
CreativeOne Wealth
Kansas
$718K +$61.9K +1,024 +9%
WFA
834
Wellspring Financial Advisors
Ohio
$707K -$26.8K -444 -4%
NS
835
Newman & Schimel
Illinois
$705K +$161K +2,664 +29%
FBFS
836
First Business Financial Services
Wisconsin
$703K – – –
MSS
837
Mitchell Sinkler & Starr
Pennsylvania
$702K +$58K +960 +9%
SWP
838
Strategic Wealth Partners
Ohio
$699K +$14.5K +240 +2%
MBT
839
Montecito Bank & Trust
California
$699K +$92.1K +1,524 +15%
BIM
840
Baldwin Investment Management
Pennsylvania
$698K -$4.35K -72 -0.6%
CAL
841
Capital Analysts LLC
Pennsylvania
$696K +$1.45K +24 +0.2%
TCM
842
Tradewinds Capital Management
Washington
$695K +$71.3K +1,180 +11%
WP
843
WealthPLAN Partners
Nebraska
$695K +$423K +6,992 +173%
FMW
844
Farr Miller & Washington
District of Columbia
$691K – – –
HSA
845
HBK Sorce Advisory
Pennsylvania
$687K +$28.3K +468 +4%
HIP
846
HUB Investment Partners
Texas
$685K +$104K +1,724 +18%
CPA
847
Clear Perspective Advisors
Illinois
$684K – – –
CFFP
848
Center for Financial Planning
Michigan
$680K – – –
LA
849
LexAurum Advisors
Kansas
$679K +$20.5K +340 +3%
BFS
850
Bard Financial Services
Connecticut
$672K – – –
32 33
34
35 36