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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
1101
Sonata Capital Group
Washington
$523K +$7.02K +128 +1%
LGWM
1102
Litman Gregory Wealth Management
California
$522K – – –
OW
1103
Olistico Wealth
Oklahoma
$522K +$439 +8 +0.1%
BW
1104
BIP Wealth
Georgia
$522K -$76.6K -1,396 -12%
SC
1105
Slow Capital
California
$520K -$10.5K -192 -2%
DI
1106
Diligent Investors
California
$511K +$11K +200 +2%
ANBT
1107
American National Bank & Trust
Texas
$509K -$30.9K -564 -5%
RSWM
1108
Robertson Stephens Wealth Management
California
$504K +$532K +9,692 New
RWM
1109
Ritholtz Wealth Management
New York
$503K -$45K -820 -8%
RPGK
1110
Retirement Planning Group (Kansas)
Kansas
$503K +$96.1K +1,752 +22%
BBPWM
1111
Blue Bell Private Wealth Management
Pennsylvania
$502K -$27.4K -500 -5%
CAL
1112
Capital Analysts LLC
Pennsylvania
$500K -$202K -3,692 -28%
GD
1113
Grandfield & Dodd
New York
$500K – – –
HW
1114
Hancock Whitney
Mississippi
$499K -$57.9K -1,056 -10%
AI
1115
Accredited Investors
Minnesota
$497K – – –
BWM
1116
Birchcreek Wealth Management
Ohio
$497K -$14K -256 -3%
RFN
1117
RDA Financial Network
Iowa
$496K +$3.73K +68 +0.7%
ACM
1118
Advance Capital Management
Michigan
$496K +$95.6K +1,744 +22%
DPI
1119
Diversified Portfolios Inc
Michigan
$495K -$13.2K -240 -2%
FDCDDQ
1120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$489K -$27.4K -500 -5%
CWC
1121
Carolinas Wealth Consulting
North Carolina
$489K – – –
GW
1122
GW & Wade
Massachusetts
$488K +$14.3K +260 +3%
KLI
1123
Kelman-Lazarov Inc
Tennessee
$486K – – –
FNWM
1124
Financial Network Wealth Management
Utah
$485K -$10.5K -192 -2%
SNBOSD
1125
Security National Bank of So Dak
Iowa
$483K +$6.58K +120 +1%
43 44
45
46 47