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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1026
Heritage Family Offices
Arizona
$2.14M +$692K +8,932 +51%
PEWA
1027
Pacific Excel Wealth Advisors
California
$2.14M +$2.06M +26,580 New
CCWM
1028
Cassaday & Co Wealth Management
Virginia
$2.13M -$5.81K -75 -0.3%
MI
1029
Moneywise Inc
Virginia
$2.13M -$102K -1,321 -5%
CFM
1030
Cornerstone Financial Management
Massachusetts
$2.13M +$1.08K +14 +0.1%
PBF
1031
Petix & Botte Financial
California
$2.12M +$1M +12,945 +97%
VFP
1032
Vilga Financial Planning
New Jersey
$2.12M -$20.4K -263 -1%
SPF
1033
South Plains Financial
Texas
$2.1M -$385K -4,960 -16%
LFA
1034
Laraway Financial Advisors
Minnesota
$2.1M -$26.3K -339 -1%
LCC
1035
Lincoln Capital Corp
Rhode Island
$2.09M -$1.01K -13 -0.1%
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$2.09M +$159K +2,056 +9%
YWS
1037
Yarger Wealth Strategies
Ohio
$2.08M -$8.92K -115 -0.4%
RWM
1038
Rockwood Wealth Management
Pennsylvania
$2.08M +$71.8K +926 +4%
CWM
1039
Clearview Wealth Management
California
$2.07M – – –
OFG
1040
Opulen Financial Group
Virginia
$2.06M +$388 +5 +0%
IA
1041
IFG Advisory
Georgia
$2.05M +$1.97M +25,389 +158,681%
NF
1042
Nvest Financial
New Hampshire
$2.05M +$359K +4,632 +22%
HIM
1043
Hanlon Investment Management
New Jersey
$2.03M +$614K +7,926 +46%
JAWA
1044
John A. Wolfe & Associates
Michigan
$2.03M -$24.3K -314 -1%
MSS
1045
Mitchell Sinkler & Starr
Pennsylvania
$2.02M +$126K +1,628 +7%
SFS
1046
Security Financial Services
Indiana
$2.02M -$13.7K -177 -0.7%
PAM
1047
Peak Asset Management
Colorado
$2.02M -$16K -206 -0.8%
CW
1048
Curio Wealth
Maryland
$2.01M -$101K -1,299 -5%
LAM
1049
LOM Asset Management
$2M +$94.3K +1,217 +5%
KJWM
1050
Kiley Juergens Wealth Management
Washington
$2M -$60.2K -777 -3%
40 41
42
43 44