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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1076
AlTi Global
New York
$1.59M -$594K -7,996 -27%
CCA
1077
Checchi Capital Advisers
California
$1.59M -$295K -3,976 -15%
CAM
1078
Chandler Asset Management
California
$1.59M – – –
FNT
1079
First National Trust
Pennsylvania
$1.59M -$19K -256 -1%
MGWM
1080
Marks Group Wealth Management
Minnesota
$1.58M -$8.92K -120 -0.5%
WTFG
1081
Wood Tarver Financial Group
Idaho
$1.58M -$536K -7,220 -25%
FA
1082
Flagstar Advisors
New York
$1.58M -$126K -1,692 -7%
VIM
1083
Vista Investment Management
Pennsylvania
$1.57M -$5.94K -80 -0.4%
HW
1084
Hancock Whitney
Mississippi
$1.57M +$5M +67,348 +480%
HIA
1085
Harbor Investment Advisory
Maryland
$1.57M -$147K -1,976 -8%
WAG
1086
Winthrop Advisory Group
Massachusetts
$1.57M -$32.7K -440 -2%
SIS
1087
Sound Income Strategies
Florida
$1.57M -$6.83K -92 -0.4%
FWP
1088
Forefront Wealth Partners
Texas
$1.57M +$236K +3,172 +17%
CWA
1089
Crux Wealth Advisors
California
$1.56M -$118K -1,584 -7%
AA
1090
Addison Advisors
Vermont
$1.56M -$10.4K -140 -0.6%
CFS
1091
Coordinated Financial Services
Colorado
$1.55M +$13.7K +184 +0.9%
PTP
1092
Platform Technology Partners
New York
$1.55M +$102K +1,376 +7%
AA
1093
Ascent Advisors
Minnesota
$1.55M +$1.6M +21,592 New
BFO
1094
Biltmore Family Office
North Carolina
$1.54M -$142K -1,912 -8%
AP
1095
Appleton Partners
Massachusetts
$1.54M -$23.2K -312 -1%
SFG
1096
Synergy Financial Group
California
$1.54M -$5.65K -76 -0.4%
TPWA
1097
Twin Peaks Wealth Advisors
California
$1.54M +$594 +8 +0%
YIM
1098
Yoffe Investment Management
Pennsylvania
$1.53M – – –
GI
1099
GAMMA Investing
California
$1.53M +$13.4K +180 +0.8%
WPW
1100
Watershed Private Wealth
Illinois
$1.53M -$371K -4,988 -19%
42 43
44
45 46