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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1051
Bowman & Company
Wisconsin
$554K -$44.3K -832 -7%
MPW
1052
Monterey Private Wealth
California
$552K +$107K +2,016 +24%
CAI
1053
Capital Advisors Inc
Oklahoma
$552K -$7.87K -148 -1%
FCA
1054
Fortis Capital Advisors
Kansas
$551K -$17K -320 -3%
WP
1055
Westmount Partners
California
$549K +$2.77K +52 +0.5%
AWA
1056
Aletheian Wealth Advisors
Washington
$545K – – –
DPI
1057
Diversified Portfolios Inc
Michigan
$543K -$41.9K -788 -7%
PEA
1058
Park Edge Advisors
Ohio
$541K +$239K +4,484 +78%
AWC
1059
Adamsbrown Wealth Consultants
Kansas
$537K -$5.53K -104 -1%
WC
1060
Waterloo Capital
Texas
$536K +$541K +10,164 New
SB
1061
Strategic Blueprint
Georgia
$535K -$46.2K -868 -8%
DDC
1062
DF Dent & Co
Maryland
$534K -$66.4K -1,248 -11%
IA
1063
IFG Advisory
Georgia
$533K -$2.34K -44 -0.4%
CWM
1064
Chemistry Wealth Management
New York
$532K +$426 +8 +0.1%
MIA
1065
Milestone Investment Advisors
Wisconsin
$528K +$83.4K +1,568 +19%
OW
1066
Olistico Wealth
Oklahoma
$528K +$426 +8 +0.1%
SFS
1067
Summit Financial Strategies
Ohio
$525K +$320K +6,024 +153%
FDCDDQ
1068
Federation des caisses Desjardins du Quebec
Quebec, Canada
$522K +$52.1K +980 +11%
FF
1069
Francis Financial
$521K – – –
PO
1070
Private Ocean
California
$521K -$4.04K -76 -0.8%
LFA
1071
LifeGuide Financial Advisors
Pennsylvania
$521K – – –
SC
1072
Slow Capital
California
$520K -$18.5K -348 -3%
CWC
1073
Carolinas Wealth Consulting
North Carolina
$517K -$46.2K -868 -8%
RWM
1074
Ritholtz Wealth Management
New York
$515K +$8.3K +156 +2%
HW
1075
Hancock Whitney
Mississippi
$510K +$14K +264 +3%
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