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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
851
Omega Financial Group
California
$1.11M – – –
OSAM
852
O'Shaughnessy Asset Management
Connecticut
$1.1M -$28.5K -520 -2%
GSIAS
853
Garden State Investment Advisory Services
New Jersey
$1.1M – – –
FCM
854
Fortis Capital Management
Washington
$1.1M +$92.6K +1,688 +9%
SEP
855
Southland Equity Partners
Missouri
$1.1M +$39K +712 +3%
SWM
856
Segment Wealth Management
Texas
$1.09M +$12.7K +232 +1%
KFA
857
Kelleher Financial Advisors
New York
$1.08M – – –
BFO
858
Biltmore Family Office
North Carolina
$1.08M – – –
JFGLC
859
Johnson Financial Group LLC (Colorado)
Colorado
$1.08M +$195K +3,552 +21%
B
860
Bridgeworth
Alabama
$1.07M +$82.9K +1,512 +8%
RIA
861
Realta Investment Advisors
Delaware
$1.07M +$9.87K +180 +0.9%
AWA
862
Alta Wealth Advisors
Massachusetts
$1.06M -$7.46K -136 -0.7%
SQA
863
Simon Quick Advisors
New Jersey
$1.06M +$161K +2,932 +17%
RSVP
864
Ramsay Stattman Vela & Price
Colorado
$1.05M – – –
GC
865
Guidance Capital
Kentucky
$1.05M +$16.5K +300 +1%
GP
866
Greenline Partners
New York
$1.05M – – –
TCOV
867
Trust Company of Vermont
Vermont
$1.05M +$27.2K +496 +3%
MJRIC
868
Mogy Joel R Investment Counsel
California
$1.04M – – –
EWM
869
Empirical Wealth Management
Washington
$1.04M -$6.14K -112 -0.6%
NB
870
Nicolet Bankshares
Wisconsin
$1.03M +$358K +6,536 +49%
CFFP
871
Center for Financial Planning
Michigan
$1.03M – – –
BAM
872
Belpointe Asset Management
Nevada
$1.03M -$330K -6,012 -23%
LA
873
Legacy Advisors
Pennsylvania
$1.03M +$362K +6,596 +50%
ECM
874
Evergreen Capital Management
Washington
$1.03M +$8.99K +164 +0.8%
EFG
875
Everhart Financial Group
Ohio
$1.03M -$1.1K -20 -0.1%
33 34
35
36 37