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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
876
Silicon Valley Capital Partners
California
$925K +$1.64K +28 +0.2%
ORC
877
O'Rourke & Company
Massachusetts
$920K +$17.6K +300 +2%
SAS
878
Sanford Advisory Services
Michigan
$919K +$25.8K +440 +3%
TA
879
Trellis Advisors
Washington
$912K +$29.3K +500 +3%
SF
880
Symphony Financial
Texas
$909K +$907K +15,452 New
IAG
881
Investmark Advisory Group
Connecticut
$906K – – –
AA
882
Aire Advisors
California
$905K +$235 +4 +0%
OA
883
Oxbow Advisors
Texas
$904K – – –
NCMW
884
Northern Capital Management (Washington)
Washington
$903K +$115K +1,960 +15%
IA
885
IFG Advisors
Missouri
$900K +$2.82K +48 +0.3%
FCBT
886
First Citizens Bank & Trust
North Carolina
$900K +$57.5K +980 +7%
MWM
887
Mission Wealth Management
California
$896K +$42.2K +720 +5%
TCOV
888
Trust Company of Vermont
Vermont
$894K +$26.5K +452 +3%
V
889
VeraBank
Texas
$894K +$62K +1,056 +8%
MCM
890
Mitchell Capital Management
Kansas
$892K – – –
SWP
891
Summit Wealth Partners
Florida
$883K +$46K +784 +6%
PL
892
Plancorp LLC
Missouri
$882K +$391K +6,664 +82%
NS
893
Newman & Schimel
Illinois
$879K +$50.7K +864 +6%
HFS
894
Heritage Financial Services
Massachusetts
$876K +$37.8K +644 +5%
CFO
895
Collective Family Office
Pennsylvania
$868K -$670K -11,412 -44%
CC
896
Courier Capital
New York
$868K +$37.8K +644 +5%
WFA
897
Wipfli Financial Advisors
Wisconsin
$863K +$852K +14,520 New
WCM
898
WealthBridge Capital Management
Ohio
$863K -$22.1K -376 -3%
S
899
SignatureFD
Georgia
$861K +$81K +1,380 +11%
GSIS
900
Global Strategic Investment Solutions
Arizona
$855K – – –
34 35
36
37 38