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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1051
BOS Asset Management
Illinois
$1.99M +$11.9K +154 +0.6%
SVWG
1052
Shared Vision Wealth Group
United States
$1.99M +$1.15M +14,792 +149%
JCM
1053
Jacobi Capital Management
Pennsylvania
$1.99M +$143K +1,849 +8%
ACA
1054
Arsenal Capital Advisors
Pennsylvania
$1.98M +$64.1K +827 +3%
WJWM
1055
Williams Jones Wealth Management
New York
$1.98M – – –
BMWM
1056
Brown Miller Wealth Management
Virginia
$1.98M -$25.8K -333 -1%
BCI
1057
Brinker Capital Investments
Pennsylvania
$1.97M -$86.1K -1,111 -4%
PRP
1058
Peak Retirement Planning
Ohio
$1.96M -$5.09M -65,670 -73%
CFIA
1059
Cantor Fitzgerald Investment Advisors
New York
$1.96M +$54K +696 +3%
RWM
1060
Riverbend Wealth Management
South Carolina
$1.96M +$86.5K +1,116 +5%
KFAS
1061
Keating Financial Advisory Services
Kansas
$1.95M -$147K -1,896 -7%
IFA
1062
Interactive Financial Advisors
Illinois
$1.95M +$31.7K +409 +2%
CT
1063
Coastline Trust
Rhode Island
$1.95M +$434K +5,595 +30%
ATC
1064
Adirondack Trust Company
New York
$1.95M -$155 -2 -0%
TMWM
1065
Taylor & Morgan Wealth Management
Michigan
$1.94M +$338K +4,362 +22%
PCH
1066
PGIM Custom Harvest
New Jersey
$1.94M -$88.7K -1,144 -5%
OFG
1067
Oxford Financial Group
Indiana
$1.93M -$175K -2,262 -9%
AA
1068
Ascent Advisors
Minnesota
$1.92M +$180K +2,326 +11%
BRIA
1069
Balanced Rock Investment Advisors
Massachusetts
$1.92M -$58.5K -754 -3%
V
1070
ViaWealth
Kansas
$1.92M -$3.64K -47 -0.2%
WAG
1071
Winthrop Advisory Group
Massachusetts
$1.92M +$152K +1,964 +9%
HG
1072
Harbor Group
New Hampshire
$1.91M -$26.9K -347 -1%
FCB
1073
First County Bank
Connecticut
$1.91M -$211K -2,727 -10%
BSB
1074
Bangor Savings Bank
Maine
$1.9M -$5.66K -73 -0.3%
CHAM
1075
Clear Harbor Asset Management
Connecticut
$1.89M -$388 -5 -0%
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