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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1101
Rockwood Wealth Management
Pennsylvania
$742K -$85.1K -1,592 -11%
VW
1102
Vantage Wealth
California
$739K +$679K +12,700 New
CCWM
1103
Cassaday & Co Wealth Management
Virginia
$736K – – –
OA
1104
Operose Advisors
Wisconsin
$733K +$275K +5,152 +69%
AA
1105
Advisory Alpha
Michigan
$725K +$192K +3,596 +41%
S
1106
SignatureFD
Georgia
$725K -$9.62K -180 -1%
OFS
1107
Oldfather Financial Services
Nebraska
$725K -$21.6K -404 -3%
GSIS
1108
Global Strategic Investment Solutions
Arizona
$725K -$114K -2,140 -15%
FAG
1109
Fortitude Advisory Group
Washington
$719K -$40.4K -756 -6%
AUB
1110
Atlantic Union Bankshares
Virginia
$716K -$10.7K -200 -2%
NP
1111
NorthRock Partners
Minnesota
$714K +$296K +5,548 +82%
TW
1112
TritonPoint Wealth
Maryland
$710K +$652K +12,204 New
DWG
1113
Darden Wealth Group
Michigan
$704K +$647K +12,112 New
PI
1114
PFG Investments
New York
$703K -$16.5K -308 -2%
FBFS
1115
First Business Financial Services
Wisconsin
$701K -$386K -7,228 -37%
TP
1116
Tranquility Partners
Tennessee
$698K -$179K -3,344 -22%
GWM
1117
Geneos Wealth Management
Colorado
$697K -$29.5K -552 -4%
PTP
1118
Platform Technology Partners
New York
$696K +$149K +2,796 +31%
ORC
1119
O'Rourke & Company
Massachusetts
$695K +$13.9K +260 +2%
OBWG
1120
Onyx Bridge Wealth Group
New York
$694K -$81K -1,516 -11%
DWMG
1121
DB Wealth Management Group
California
$691K +$1.71K +32 +0.3%
MWA
1122
Muirfield Wealth Advisors
North Carolina
$689K +$633K +11,848 New
HIA
1123
Harbor Investment Advisory
Maryland
$686K +$171K +3,204 +37%
CFO
1124
Collective Family Office
Pennsylvania
$685K – – –
SIAS
1125
Summit Investment Advisory Services
Minnesota
$681K -$44.9K -840 -7%
43 44
45
46 47