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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
901
Triangle Securities Wealth Management
North Carolina
$873K +$64K +1,256 +8%
HKIMG
902
Hutchens & Kramer Investment Management Group
Indiana
$872K -$11K -216 -1%
MCC
903
Money Concepts Capital
Florida
$872K +$872K +17,112 New
AIFAIM
904
American Institute for Advanced Investment Management
Arizona
$871K -$75.8K -1,488 -8%
B
905
Bridgeworth
Alabama
$870K -$322K -6,312 -27%
OFS
906
Oldfather Financial Services
Nebraska
$869K +$108K +2,120 +14%
IFG
907
Independent Financial Group
California
$868K +$117K +2,300 +16%
LA
908
LexAurum Advisors
Kansas
$864K +$26.7K +524 +3%
WCM
909
WealthBridge Capital Management
Ohio
$862K +$69.7K +1,368 +9%
LFS
910
Lutz Financial Services
Nebraska
$860K +$611 +12 +0.1%
SOS
911
Silver Oak Securities
Tennessee
$858K -$114K -2,232 -12%
VIA
912
Vickerman Investment Advisors
Washington
$854K +$854K +16,768 New
WA
913
Wealth Architects
California
$853K +$204 +4 +0%
PCA
914
Pallas Capital Advisors
Massachusetts
$852K – – –
BBW
915
Blue Barn Wealth
Utah
$850K +$334K +6,556 +65%
SWP
916
Summit Wealth Partners
Florida
$849K +$214K +4,208 +34%
PFM
917
Patton Fund Management
Texas
$849K +$848K +16,656 New
FFA
918
Fragasso Financial Advisors
Pennsylvania
$849K -$168K -3,300 -17%
FNB
919
Farmers National Bank
Kentucky
$845K +$85.6K +1,680 +11%
DI
920
Disciplined Investments
Oklahoma
$842K -$24K -472 -3%
FCBT
921
First Citizens Bank & Trust
North Carolina
$829K -$377K -7,404 -31%
BFA
922
Bluestem Financial Advisors
Illinois
$827K -$7.74K -152 -0.9%
BHIA
923
Birch Hill Investment Advisors
Massachusetts
$823K – – –
MWM
924
Mission Wealth Management
California
$823K -$55.6K -1,092 -6%
DAM
925
Derbend Asset Management
Georgia
$819K – – –
35 36
37
38 39