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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
951
ETF Store
Kansas
$774K +$199K +3,916 +38%
SFG
952
StrategIQ Financial Group
Indiana
$771K -$303K -5,956 -28%
MCM
953
Mitchell Capital Management
Kansas
$764K – – –
MPCG
954
Matrix Private Capital Group
New York
$764K +$67.2K +1,320 +10%
SAM
955
Secure Asset Management
Michigan
$759K -$788K -15,472 -51%
TA
956
Trellis Advisors
Washington
$756K – – –
OFP
957
OLIO Financial Planning
Virginia
$747K -$19.8K -388 -3%
MA
958
MJP Associates
Connecticut
$746K +$1.02K +20 +0.1%
GSIS
959
Global Strategic Investment Solutions
Arizona
$742K +$3.67K +72 +0.5%
BHIC
960
Bassett Hargrove Investment Counsel
Delaware
$739K -$113K -2,216 -13%
HC
961
HNP Capital
New York
$736K -$31.8K -624 -4%
VRM
962
Vectors Research Management
New York
$736K -$31.8K -624 -4%
RWM
963
Rockwood Wealth Management
Pennsylvania
$731K +$176K +3,460 +32%
BA
964
BCM Advisors
Louisiana
$729K +$5.3K +104 +0.8%
BWP
965
BSW Wealth Partners
Colorado
$728K +$192K +3,764 +36%
CWM
966
Curi Wealth Management
North Carolina
$725K +$1.22K +24 +0.2%
CIA
967
Capital Investment Advisors
Georgia
$724K +$724K +14,216 New
S
968
SignatureFD
Georgia
$723K +$27.7K +544 +4%
EFG
969
Everhart Financial Group
Ohio
$717K -$10.2K -200 -1%
CA
970
Crewe Advisors
Utah
$717K +$55.2K +1,084 +8%
BAG
971
Bridgewealth Advisory Group
California
$711K +$711K +13,964 New
OFG
972
Omega Financial Group
California
$707K +$231K +4,532 +49%
PC
973
Pecaut & Co
Iowa
$705K -$5.3K -104 -0.7%
LA
974
Legacy Advisors
Pennsylvania
$704K – – –
SIC
975
Sigma Investment Counselors
Michigan
$700K -$372K -7,296 -35%
37 38
39
40 41