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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1026
Diligent Investors
California
$474K -$7.78K -144 -1%
WA
1027
WP Advisors
California
$473K +$160K +2,956 +44%
WEG
1028
World Equity Group
Illinois
$473K +$42.6K +788 +9%
BI
1029
Berkeley Inc
Idaho
$472K -$191K -3,540 -27%
AWM
1030
Accel Wealth Management
Iowa
$471K -$2.81K -52 -0.5%
GD
1031
Grandfield & Dodd
New York
$470K +$4.32K +80 +0.8%
MCM
1032
Murphy Capital Management
New Jersey
$470K +$252K +4,668 +96%
WAM
1033
WNY Asset Management
New York
$468K -$24.4K -452 -5%
KFP
1034
KMG Fiduciary Partners
Ohio
$467K +$216 +4 +0%
BBW
1035
Blue Barn Wealth
Utah
$467K +$18.4K +340 +4%
WDG
1036
Wealth Dimensions Group
Ohio
$466K -$6.05K -112 -1%
BAS
1037
Brown Advisory Securities
Maryland
$463K -$40.6K -752 -7%
MWA
1038
Moser Wealth Advisors
Washington
$463K – – –
TAM
1039
Townsend Asset Management
North Carolina
$462K -$20.3K -376 -4%
OFG
1040
Omega Financial Group
California
$459K +$1.08K +20 +0.2%
B
1041
Bensler
Washington
$458K +$7.35K +136 +1%
VFA
1042
Voya Financial Advisors
Connecticut
$458K -$82.8K -1,532 -14%
KCM
1043
Kennicott Capital Management
California
$456K +$216 +4 +0%
MPW
1044
Monterey Private Wealth
California
$455K -$478K -8,848 -49%
SBH
1045
Segall Bryant & Hamill
Illinois
$454K -$12.1K -224 -2%
HI
1046
Human Investing
Oregon
$454K +$499K +9,228 New
SFCL
1047
Strengthening Families & Communities LLC
Massachusetts
$453K +$22.5K +416 +6%
HR
1048
Hardy Reed
Mississippi
$452K – – –
WW
1049
Westshore Wealth
California
$452K +$496K +9,172 New
FFM
1050
Forum Financial Management
Illinois
$451K -$92.5K -1,712 -16%
40 41
42
43 44