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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
1026
Sonoma Private Wealth
California
$659K +$117K +2,132 +20%
CCWM
1027
Cassaday & Co Wealth Management
Virginia
$659K – – –
S
1028
SignatureFD
Georgia
$659K +$170K +3,096 +32%
ICP
1029
Interchange Capital Partners
Pennsylvania
$657K +$1.97K +36 +0.3%
ONST
1030
Old North State Trust
North Carolina
$657K – – –
AFG
1031
Allegheny Financial Group
Pennsylvania
$654K +$84.7K +1,544 +14%
MAS
1032
Madden Advisory Services
Florida
$654K +$135K +2,460 +24%
PC
1033
Pecaut & Co
Iowa
$654K -$76.1K -1,388 -10%
SIAS
1034
Summit Investment Advisory Services
Minnesota
$654K +$2.63K +48 +0.4%
AC
1035
Anson Capital
Georgia
$653K -$6.58K -120 -0.9%
GWM
1036
Geneos Wealth Management
Colorado
$652K -$6.14K -112 -0.9%
AUB
1037
Atlantic Union Bankshares
Virginia
$651K – – –
BC
1038
Bowman & Company
Wisconsin
$651K +$86.7K +1,580 +14%
WC
1039
Waterloo Capital
Texas
$648K +$125K +2,276 +22%
PI
1040
PFG Investments
New York
$646K +$197K +3,584 +41%
MPM
1041
Meritage Portfolio Management
Kansas
$635K +$23.7K +432 +4%
LPT
1042
Legacy Private Trust
Wisconsin
$626K -$89.1K -1,624 -12%
SWM
1043
Stockman Wealth Management
Montana
$625K -$12.1K -220 -2%
BFA
1044
Buttonwood Financial Advisors
Maryland
$621K +$183K +3,344 +39%
DWMG
1045
DB Wealth Management Group
California
$617K +$25.4K +464 +4%
RCM
1046
Rain Capital Management
Oregon
$617K -$229K -4,176 -26%
CFO
1047
Collective Family Office
Pennsylvania
$613K – – –
CF
1048
Cantor Fitzgerald
New York
$610K -$103K -1,876 -14%
ORC
1049
O'Rourke & Company
Massachusetts
$609K +$219 +4 +0%
WIM
1050
Warwick Investment Management
Texas
$607K +$13.8K +252 +2%
40 41
42
43 44