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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
926
Everhart Financial Group
Ohio
$1.33M +$20.8K +352 +2%
LWMNY
927
Landmark Wealth Management (New York)
New York
$1.32M +$104K +1,752 +9%
TA
928
TrueWealth Advisors
Alabama
$1.31M -$84.6K -1,432 -6%
CG
929
Cutler Group
California
$1.3M +$1.23M +20,872 New
CFS
930
Coordinated Financial Services
Colorado
$1.3M +$1.23M +20,852 New
AL
931
Aspiriant LLC
California
$1.3M -$74.5K -1,260 -6%
GSIAS
932
Garden State Investment Advisory Services
New Jersey
$1.3M – – –
SFS
933
Security Financial Services
Indiana
$1.3M +$25.8K +436 +2%
BFO
934
Biltmore Family Office
North Carolina
$1.29M – – –
VAMG
935
Voisard Asset Management Group
Michigan
$1.29M – – –
OSAM
936
O'Shaughnessy Asset Management
Connecticut
$1.29M +$239K +4,048 +24%
TMWM
937
Taylor & Morgan Wealth Management
Michigan
$1.29M – – –
RCAG
938
Rehmann Capital Advisory Group
Michigan
$1.28M +$14.7K +248 +1%
TC
939
TownSquare Capital
Utah
$1.28M +$579K +9,804 +92%
SCA
940
Stillwater Capital Advisors
Pennsylvania
$1.28M -$4.73K -80 -0.4%
CFFP
941
Center for Financial Planning
Michigan
$1.27M +$35.5K +600 +3%
WWM
942
Western Wealth Management
Colorado
$1.27M -$366K -6,192 -23%
NB
943
NBT Bank
New York
$1.27M -$386K -6,540 -24%
HHWM
944
Hiley Hunt Wealth Management
Nebraska
$1.26M -$120K -2,032 -9%
FM
945
Family Management
New York
$1.26M -$1.54M -26,040 -56%
RSVP
946
Ramsay Stattman Vela & Price
Colorado
$1.26M – – –
GP
947
Greenline Partners
New York
$1.26M – – –
PCA
948
Pallas Capital Advisors
Massachusetts
$1.26M -$15.4K -260 -1%
SIG
949
Stonegate Investment Group
Alabama
$1.25M +$146K +2,468 +14%
TPI
950
Trust Point Inc
Wisconsin
$1.25M -$15.4K -260 -1%
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