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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
826
Advisory Research
Illinois
$1.16M – – –
MWPCG
827
Measured Wealth Private Client Group
New Hampshire
$1.15M – – –
CIA
828
Compass Ion Advisors
Pennsylvania
$1.14M +$4.26K +80 +0.4%
SFS
829
Security Financial Services
Indiana
$1.13M +$71.9K +1,352 +7%
KWS
830
Keystone Wealth Services
California
$1.12M -$27K -508 -2%
GLA
831
Great Lakes Advisors
Illinois
$1.12M -$60K -1,128 -5%
SCI
832
Stableford Capital II
Arizona
$1.12M +$1.17M +22,004 New
GSIAS
833
Garden State Investment Advisory Services
New Jersey
$1.12M +$98.7K +1,856 +10%
SQA
834
Simon Quick Advisors
New Jersey
$1.11M +$638 +12 +0.1%
OSAM
835
O'Shaughnessy Asset Management
Connecticut
$1.1M +$113K +2,124 +11%
OFG
836
Omega Financial Group
California
$1.1M +$369K +6,932 +50%
KFA
837
Kelleher Financial Advisors
New York
$1.1M +$536K +10,084 +94%
ONB
838
Old National Bancorp
Indiana
$1.1M – – –
BFO
839
Biltmore Family Office
North Carolina
$1.09M – – –
SWM
840
Segment Wealth Management
Texas
$1.09M +$1.49K +28 +0.1%
AWA
841
Alta Wealth Advisors
Massachusetts
$1.08M +$1.49K +28 +0.1%
SEP
842
Southland Equity Partners
Missouri
$1.08M +$7.24K +136 +0.7%
SWM
843
Spire Wealth Management
Virginia
$1.08M +$385K +7,244 +55%
KOC
844
Koss-Olinger Consulting
Florida
$1.07M -$19.2K -360 -2%
CFFP
845
Center for Financial Planning
Michigan
$1.07M – – –
MJRIC
846
Mogy Joel R Investment Counsel
California
$1.07M -$2.34K -44 -0.2%
RSVP
847
Ramsay Stattman Vela & Price
Colorado
$1.07M – – –
GP
848
Greenline Partners
New York
$1.06M +$488K +9,168 +83%
IC
849
IEQ Capital
California
$1.06M – – –
CWMGP
850
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.05M -$1.9M -35,748 -64%
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