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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
826
Independent Financial Group
California
$1.7M +$195K +3,644 +14%
LS
827
Leelyn Smith
Illinois
$1.69M -$12.8K -240 -0.8%
LPAM
828
Lodestar Private Asset Management
California
$1.68M +$136K +2,548 +10%
FIA
829
Foundations Investment Advisors
Arizona
$1.68M +$832K +15,568 +116%
EWM
830
Empirical Wealth Management
Washington
$1.68M +$478K +8,944 +45%
LCC
831
Lincoln Capital Corp
Rhode Island
$1.64M -$12K -224 -0.8%
RVPG
832
Relative Value Partners Group
$1.62M -$122K -2,288 -8%
RDIA
833
RE Dickinson Investment Advisors
Iowa
$1.62M +$9.83K +184 +0.7%
CCG
834
Cypress Capital Group
Florida
$1.6M -$62.4K -1,168 -4%
CIA
835
Covington Investment Advisors
Pennsylvania
$1.6M -$46.6K -872 -3%
PD
836
Planning Directions
Pennsylvania
$1.6M +$63.9K +1,196 +5%
NLP
837
Next Level Private
New York
$1.59M -$12.2K -228 -0.8%
PTC
838
Private Trust Company
Ohio
$1.59M -$48.3K -904 -3%
WB
839
West Bancorporation
Iowa
$1.58M -$48.3K -904 -3%
IF
840
Ironwood Financial
Arizona
$1.58M +$259K +4,844 +22%
DWT
841
Dorsey & Whitney Trust
South Dakota
$1.57M – – –
SSB
842
Sandy Spring Bank
Maryland
$1.57M -$223K -4,180 -13%
V
843
ViaWealth
Kansas
$1.56M -$416K -7,792 -22%
NB
844
NBT Bank
New York
$1.56M +$826K +15,456 +136%
FFA
845
Farther Finance Advisors
California
$1.56M +$1.29M +24,144 +909%
VBFP
846
Valtinson Bruner Financial Planning
Minnesota
$1.56M +$9.19K +172 +0.6%
WWM
847
Western Wealth Management
Colorado
$1.54M +$236K +4,412 +20%
MFWP
848
Mosaic Family Wealth Partners
Missouri
$1.53M +$58.8K +1,100 +4%
SAG
849
Spotlight Asset Group
Illinois
$1.52M – – –
BAG
850
Bridgewealth Advisory Group
California
$1.51M +$421K +7,880 +44%
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