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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$772K +$110K +2,064 +16%
OFP
952
OLIO Financial Planning
Virginia
$769K -$4.47K -84 -0.6%
CCWM
953
Cassaday & Co Wealth Management
Virginia
$767K -$161K -3,024 -17%
GSIS
954
Global Strategic Investment Solutions
Arizona
$765K -$2.98K -56 -0.4%
BHIC
955
Bassett Hargrove Investment Counsel
Delaware
$761K – – –
VFA
956
Valeo Financial Advisors
Indiana
$761K +$6.12M +115,016 +968%
AA
957
Aire Advisors
California
$758K -$77.2K -1,452 -9%
RWM
958
Rockwood Wealth Management
Pennsylvania
$756K – – –
PC
959
Pecaut & Co
Iowa
$756K +$26.6K +500 +4%
HFS
960
Heritage Financial Services
Massachusetts
$756K -$267K -5,012 -26%
LPIC
961
LeJeune Puetz Investment Counsel
Michigan
$755K +$42.6K +800 +6%
CWM
962
Curi Wealth Management
North Carolina
$754K +$4.26K +80 +0.6%
FAG
963
Fortitude Advisory Group
Washington
$754K +$76.6K +1,440 +11%
WA
964
WBH Advisory
Maryland
$754K +$761K +14,308 New
BWP
965
BSW Wealth Partners
Colorado
$745K -$9.15K -172 -1%
BA
966
BCM Advisors
Louisiana
$741K +$21.1K +396 +3%
LA
967
Legacy Advisors
Pennsylvania
$740K +$11.5K +216 +2%
C
968
Certuity
Florida
$739K +$137K +2,576 +23%
MPW
969
Melone Private Wealth
Michigan
$738K -$257K -4,836 -25%
ES
970
ETF Store
Kansas
$730K +$2.98K +56 +0.4%
EWA
971
Etesian Wealth Advisors
Oregon
$729K -$213K -4,000 -22%
SIC
972
Sigma Investment Counselors
Michigan
$726K +$1.28K +24 +0.2%
CA
973
Crewe Advisors
Utah
$725K -$16.8K -316 -2%
BAG
974
Bridgewealth Advisory Group
California
$720K -$16.2K -304 -2%
SWM
975
SeaCrest Wealth Management
New York
$718K +$5.75K +108 +0.8%
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