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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1001
Riverbend Wealth Management
South Carolina
$1.56M +$67.7K +1,032 +5%
VIM
1002
Vista Investment Management
Pennsylvania
$1.55M -$3.94K -60 -0.3%
CAM
1003
Chandler Asset Management
California
$1.55M – – –
LWMNY
1004
Landmark Wealth Management (New York)
New York
$1.55M +$19.2K +292 +1%
ML
1005
Mayport LLC
Massachusetts
$1.55M +$15K +228 +1%
AA
1006
Addison Advisors
Vermont
$1.55M -$74.8K -1,140 -5%
CIAS
1007
CFS Investment Advisory Services
New Jersey
$1.54M +$365K +5,564 +34%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$1.54M -$312K -4,752 -18%
RWM
1009
Ritholtz Wealth Management
New York
$1.54M +$22.1K +336 +2%
CWP
1010
Cyndeo Wealth Partners
Florida
$1.54M -$1.43M -21,716 -50%
AO
1011
Advisor OS
Illinois
$1.54M -$120K -1,828 -8%
MGWM
1012
Marks Group Wealth Management
Minnesota
$1.54M – – –
FA
1013
FDx Advisors
Illinois
$1.53M +$9.19K +140 +0.6%
TI
1014
Truepoint Inc
Ohio
$1.53M -$263 -4 -0%
SCTC
1015
Sanibel Captiva Trust Company
Florida
$1.53M +$73.5K +1,120 +5%
FFO
1016
Fiduciary Family Office
Florida
$1.52M +$8.14K +124 +0.6%
SOS
1017
Silver Oak Securities
Tennessee
$1.51M +$10.8K +164 +0.8%
SFG
1018
Synergy Financial Group
California
$1.5M -$14.7K -224 -1%
DSA
1019
Droms Strauss Advisors
Missouri
$1.5M -$107K -1,624 -7%
SFPG
1020
Stonebridge Financial Planning Group
Florida
$1.5M +$108K +1,644 +8%
EL
1021
Essex LLC
Illinois
$1.5M +$1.19M +18,192 +563%
YIM
1022
Yoffe Investment Management
Pennsylvania
$1.5M +$263 +4 +0%
LWM
1023
LJI Wealth Management
Indiana
$1.49M +$613K +9,332 +78%
MA
1024
MJP Associates
Connecticut
$1.49M -$112K -1,708 -7%
BC
1025
Bowman & Company
Wisconsin
$1.48M +$53.8K +820 +4%
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