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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
926
Lincoln Capital Corp
Rhode Island
$1.73M -$5.97K -88 -0.3%
CIA
927
Compass Ion Advisors
Pennsylvania
$1.73M +$53K +780 +3%
V
928
VeraBank
Texas
$1.73M -$109K -1,612 -6%
FA
929
Fermata Advisors
California
$1.72M +$304K +4,472 +21%
V
930
ViaWealth
Kansas
$1.72M -$20.6K -304 -1%
RCM
931
RMR Capital Management
California
$1.72M +$8.96K +132 +0.5%
SSB
932
Sandy Spring Bank
Maryland
$1.71M -$2.99K -44 -0.2%
SFS
933
Summit Financial Strategies
Ohio
$1.7M +$158K +2,320 +10%
AP
934
Adero Partners
California
$1.7M -$189K -2,780 -10%
MF
935
Montis Financial
Massachusetts
$1.7M – – –
ACA
936
Atlas Capital Advisors
Wyoming
$1.69M +$2.44K +36 +0.1%
HIA
937
Harbor Investment Advisory
Maryland
$1.68M +$754K +11,112 +77%
GLA
938
Great Lakes Advisors
Illinois
$1.67M +$27.4K +404 +2%
FCM
939
Fortis Capital Management
Washington
$1.67M +$102K +1,496 +6%
ECM
940
Evergreen Capital Management
Washington
$1.67M -$5.16K -76 -0.3%
SWM
941
Spire Wealth Management
Virginia
$1.67M +$464K +6,828 +37%
PWMA
942
Pension & Wealth Management Advisors
Massachusetts
$1.66M +$1.66M +24,432 +3,338%
PCH
943
PGIM Custom Harvest
New Jersey
$1.66M +$128K +1,888 +8%
MWA
944
Midland Wealth Advisors
Illinois
$1.65M +$2.72K +40 +0.2%
PPP
945
Private Portfolio Partners
New Jersey
$1.64M +$33.4K +492 +2%
LWM
946
LongView Wealth Management
Georgia
$1.64M +$1.9K +28 +0.1%
MW
947
Members Wealth
Pennsylvania
$1.64M +$1.62M +23,808 New
RFM
948
Royal Fund Management
Florida
$1.64M -$1.64M -24,132 -50%
SWM
949
Segment Wealth Management
Texas
$1.63M +$1.9K +28 +0.1%
WJWM
950
Williams Jones Wealth Management
New York
$1.63M +$632K +9,308 +60%
36 37
38
39 40