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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
851
Landmark Wealth Management (New York)
New York
$1.05M +$44.1K +828 +4%
EFG
852
Everhart Financial Group
Ohio
$1.05M +$311K +5,848 +42%
CCA
853
Checchi Capital Advisers
California
$1.05M -$88.1K -1,656 -8%
RWM
854
Refined Wealth Management
Utah
$1.04M -$188K -3,536 -15%
HNW
855
High Note Wealth
Minnesota
$1.04M -$70.2K -1,320 -6%
RIA
856
Realta Investment Advisors
Delaware
$1.04M +$389K +7,320 +59%
SF
857
Safeguard Financial
Wisconsin
$1.04M -$122K -2,296 -10%
ETIA
858
Epic Trust Investment Advisors
Washington
$1.04M +$632K +11,884 +153%
MWM
859
Maltin Wealth Management
New Jersey
$1.03M +$20.4K +384 +2%
FAB
860
First American Bank
Illinois
$1.03M – – –
EA
861
Eudaimonia Advisors
Tennessee
$1.02M -$147K -2,764 -12%
SWA
862
Strategies Wealth Advisors
Michigan
$1.02M -$318K -5,976 -24%
TC
863
TAP Consulting
Missouri
$1.02M -$1.06K -20 -0.1%
RWRC
864
R.W. Roge & Company
New York
$1.02M – – –
TMWM
865
Taylor & Morgan Wealth Management
Michigan
$1.01M +$24.3K +456 +2%
ECM
866
EagleClaw Capital Management
Massachusetts
$1.01M – – –
RCM
867
Rain Capital Management
Oregon
$993K +$61.1K +1,148 +6%
TCOV
868
Trust Company of Vermont
Vermont
$992K +$4.26K +80 +0.4%
HT
869
HighTower Trust
Texas
$984K – – –
HSA
870
HBK Sorce Advisory
Pennsylvania
$977K -$651K -12,228 -40%
CAM
871
Covenant Asset Management
New Jersey
$973K -$36.4K -684 -4%
CWA
872
Canvas Wealth Advisors
Kansas
$966K +$598K +11,236 +152%
CWA
873
CJM Wealth Advisers
Virginia
$960K -$122K -2,292 -11%
WIA
874
World Investment Advisors
California
$957K +$364K +6,848 +61%
NB
875
Nicolet Bankshares
Wisconsin
$951K -$155K -2,916 -14%
33 34
35
36 37