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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
876
KWMG LLC
Kansas
$1.01M -$656K -11,968 -38%
SWM
877
Spire Wealth Management
Virginia
$1.01M -$43.7K -796 -4%
FBFS
878
First Business Financial Services
Wisconsin
$1M +$80.7K +1,472 +8%
KOC
879
Koss-Olinger Consulting
Florida
$1M -$25K -456 -2%
TMWM
880
Taylor & Morgan Wealth Management
Michigan
$1M – – –
SF
881
Safeguard Financial
Wisconsin
$996K -$34.2K -624 -3%
LWMNY
882
Landmark Wealth Management (New York)
New York
$995K +$1.05M +19,112 New
SOS
883
Silver Oak Securities
Tennessee
$993K -$213K -3,876 -17%
ECM
884
EagleClaw Capital Management
Massachusetts
$992K – – –
CWMGP
885
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$987K -$35.5K -648 -3%
IIC
886
Ironwood Investment Counsel
Arizona
$987K +$749K +13,652 +258%
HNW
887
High Note Wealth
Minnesota
$983K – – –
FCB
888
First County Bank
Connecticut
$979K +$302K +5,508 +41%
BFG
889
Beacon Financial Group
Texas
$974K -$1.42M -25,980 -59%
MBT
890
Montecito Bank & Trust
California
$968K +$264K +4,816 +35%
MWPCG
891
Measured Wealth Private Client Group
New Hampshire
$968K -$72.2K -1,316 -7%
LA
892
LexAurum Advisors
Kansas
$962K +$68.2K +1,244 +7%
LFAS
893
Level Four Advisory Services
Texas
$961K +$157K +2,856 +18%
IC
894
IEQ Capital
California
$959K -$87.3K -1,592 -8%
CC
895
Courier Capital
New York
$959K +$27.6K +504 +3%
OFP
896
OLIO Financial Planning
Virginia
$958K +$6.36K +116 +0.6%
ADL
897
Asset Dedication LLC
California
$957K +$219 +4 +0%
CFSG
898
Community Financial Services Group
Vermont
$956K +$1.01M +18,360 New
CAM
899
Covenant Asset Management
New Jersey
$951K -$7.46K -136 -0.7%
TA
900
TFG Advisers
Michigan
$949K -$1.1K -20 -0.1%
34 35
36
37 38