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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1026
TrueWealth Advisors
Alabama
$1.33M -$14.8K -220 -1%
AP
1027
Adero Partners
California
$1.33M -$348K -5,192 -20%
CCG
1028
Cypress Capital Group
Florida
$1.33M -$150K -2,232 -10%
EFG
1029
Everhart Financial Group
Ohio
$1.33M -$44.6K -664 -3%
CA
1030
Crewe Advisors
Utah
$1.32M +$37.3K +556 +3%
BC
1031
Bowman & Company
Wisconsin
$1.32M +$143K +2,128 +12%
CFO
1032
Callan Family Office
Pennsylvania
$1.32M +$150K +2,240 +12%
TMWM
1033
Taylor & Morgan Wealth Management
Michigan
$1.32M – – –
CWMGP
1034
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.31M -$635K -9,456 -32%
FDCP
1035
Foster Dykema Cabot & Partners
Massachusetts
$1.31M -$6.71K -100 -0.5%
MCCA
1036
Mill Creek Capital Advisors
Pennsylvania
$1.31M -$805 -12 -0.1%
CFS
1037
Coordinated Financial Services
Colorado
$1.3M -$18.5K -276 -1%
BFG
1038
Beacon Financial Group
Texas
$1.3M -$128K -1,908 -9%
MSS
1039
Mitchell Sinkler & Starr
Pennsylvania
$1.3M +$60.9K +908 +5%
FCIM
1040
Fairview Capital Investment Management
California
$1.29M +$227K +3,380 +20%
RSVP
1041
Ramsay Stattman Vela & Price
Colorado
$1.29M +$4.83K +72 +0.4%
NF
1042
Nvest Financial
New Hampshire
$1.28M +$13.2K +196 +1%
VAMG
1043
Voisard Asset Management Group
Michigan
$1.28M -$20.7K -308 -2%
WWM
1044
Whalen Wealth Management
Nevada
$1.28M +$1.33M +19,856 New
SFPG
1045
Stonebridge Financial Planning Group
Florida
$1.28M +$105K +1,560 +9%
PGA
1046
Portland Global Advisors
Maine
$1.27M -$26.8K -400 -2%
PG
1047
Proffitt & Goodson
Tennessee
$1.27M +$8.86K +132 +0.7%
BMCM
1048
Bryn Mawr Capital Management
Pennsylvania
$1.27M -$1.6M -23,812 -55%
1CP
1049
17 Capital Partners
Arizona
$1.27M +$167K +2,488 +15%
FA
1050
FF Advisors
California
$1.27M -$264K -3,928 -17%
40 41
42
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