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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
976
NBT Bank
New York
$1.54M -$118K -1,744 -7%
AIM
977
Aspen Investment Management
Michigan
$1.53M – – –
CP
978
Camelot Portfolios
Ohio
$1.53M -$72.2K -1,064 -4%
DSA
979
Droms Strauss Advisors
Missouri
$1.53M -$49.2K -724 -3%
WWC
980
Waypoint Wealth Counsel
Georgia
$1.52M +$2.44K +36 +0.2%
CHAM
981
Clear Harbor Asset Management
Connecticut
$1.51M +$160K +2,356 +11%
AUB
982
Atlantic Union Bankshares
Virginia
$1.51M -$17.7K -260 -1%
CCG
983
Cypress Capital Group
Florida
$1.5M -$428K -6,304 -22%
FCB
984
First County Bank
Connecticut
$1.5M +$324K +4,772 +27%
AIM
985
AMI Investment Management
Indiana
$1.48M +$281K +4,144 +23%
PT
986
Plimoth Trust
Massachusetts
$1.48M +$44.8K +660 +3%
SWA
987
Strategies Wealth Advisors
Michigan
$1.47M +$12.2K +180 +0.9%
VIM
988
Vista Investment Management
Pennsylvania
$1.47M -$75.8K -1,116 -5%
RWM
989
Rockwood Wealth Management
Pennsylvania
$1.46M -$40.5K -596 -3%
TI
990
Truepoint Inc
Ohio
$1.46M -$96.4K -1,420 -6%
CAM
991
Chandler Asset Management
California
$1.46M – – –
ACA
992
Affinity Capital Advisors
California
$1.46M +$8.69K +128 +0.6%
BFG
993
Beacon Financial Group
Texas
$1.46M – – –
ICP
994
Interchange Capital Partners
Pennsylvania
$1.46M -$10.6K -156 -0.7%
RWM
995
Ritholtz Wealth Management
New York
$1.45M -$39.6K -584 -3%
BAM
996
Belpointe Asset Management
Nevada
$1.45M -$14.4K -212 -0.9%
MGWM
997
Marks Group Wealth Management
Minnesota
$1.45M -$8.69K -128 -0.6%
FWP
998
Forefront Wealth Partners
Texas
$1.45M +$1.49M +21,904 New
ML
999
Mayport LLC
Massachusetts
$1.44M – – –
LWMNY
1000
Landmark Wealth Management (New York)
New York
$1.44M +$16.8K +248 +1%
38 39
40
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