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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
1026
Sheaff Brock Investment Advisors
Indiana
$649K -$9.44K -180 -2%
MPM
1027
Meritage Portfolio Management
Kansas
$648K +$56.4K +1,076 +10%
ORC
1028
O'Rourke & Company
Massachusetts
$643K +$17.2K +328 +3%
OBWG
1029
Onyx Bridge Wealth Group
New York
$636K +$605K +11,548 New
AP
1030
Americana Partners
Texas
$631K +$10.9K +208 +2%
LW
1031
Libra Wealth
California
$631K – – –
WG
1032
Welch Group
Alabama
$629K +$44.5K +848 +8%
BW
1033
BIP Wealth
Georgia
$628K +$143K +2,720 +31%
WIM
1034
Warwick Investment Management
Texas
$628K -$43.8K -836 -7%
DWMG
1035
DB Wealth Management Group
California
$627K +$1.68K +32 +0.3%
BFS
1036
Bard Financial Services
Connecticut
$625K – – –
CAI
1037
Capital Advisors Inc
Oklahoma
$625K +$46.3K +884 +8%
PWG
1038
Private Wealth Group
Florida
$622K – – –
SC
1039
Schoolcraft Capital
Colorado
$621K – – –
MWM
1040
Mission Wealth Management
California
$621K -$71.1K -1,356 -11%
TW
1041
Transform Wealth
Colorado
$618K -$91.6K -1,748 -13%
HGWM
1042
Horst & Graben Wealth Management
Oregon
$617K -$30K -572 -5%
FCA
1043
Fortis Capital Advisors
Kansas
$615K +$38.2K +728 +7%
CPC
1044
Consolidated Planning Corp
Georgia
$614K +$585K +11,160 New
AA
1045
Aufman Associates
Pennsylvania
$614K +$2.1K +40 +0.4%
LWCFA
1046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$613K – – –
CW
1047
Channel Wealth
California
$613K -$215K -4,092 -27%
WW
1048
Westshore Wealth
California
$613K +$210 +4 +0%
CSPAM
1049
Cary Street Partners Asset Management
Virginia
$612K +$26.2K +500 +5%
MPW
1050
Monterey Private Wealth
California
$610K +$32.5K +620 +6%
40 41
42
43 44