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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1126
Lutz Financial Services
Nebraska
$1.04M -$260K -3,876 -19%
SJGA
1127
Stephen J. Garry & Associates
New York
$1.03M +$21.5K +320 +2%
DACG
1128
Donor Advised Charitable Giving
California
$1.03M – – –
GSWA
1129
Good Steward Wealth Advisors
Tennessee
$1.03M +$1.07M +15,932 New
AL
1130
Aspiriant LLC
California
$1.03M -$40K -596 -4%
WAM
1131
Wernau Asset Management
Massachusetts
$1.02M – – –
LFA
1132
Longview Financial Advisors
Alabama
$1.02M -$23.4K -348 -2%
LKWM
1133
Lee-Kelleher Wealth Management
Maryland
$1.02M – – –
PTP
1134
Platform Technology Partners
New York
$1.02M -$11.8K -176 -1%
GWM
1135
Greenhouse Wealth Management
Connecticut
$1.02M -$33.6K -500 -3%
HHWM
1136
Hiley Hunt Wealth Management
Nebraska
$1.02M -$18.3K -272 -2%
GAB
1137
German American Bancorp
Indiana
$1.01M -$185K -2,760 -15%
NG
1138
Novem Group
New York
$1.01M +$25K +372 +2%
SIS
1139
Sound Income Strategies
Florida
$1.01M +$51.5K +768 +5%
BCM
1140
BluePointe Capital Management
California
$999K +$1.04M +15,456 New
BBPWM
1141
Blue Bell Private Wealth Management
Pennsylvania
$996K +$326K +4,864 +46%
AL
1142
ACAS LLC
California
$995K -$19.6K -292 -2%
TSWM
1143
Triangle Securities Wealth Management
North Carolina
$994K -$26.8K -400 -3%
OC
1144
Optima Capital
Oregon
$985K +$351K +5,228 +52%
SWP
1145
Summit Wealth Partners
Florida
$977K -$3.76K -56 -0.4%
RH
1146
RFG Holdings
Texas
$971K +$43.2K +644 +4%
FAG
1147
Fortitude Advisory Group
Washington
$971K -$93.1K -1,388 -8%
KCIC
1148
Kuhn & Co Investment Counsel
Illinois
$971K – – –
O3W
1149
Omni 360 Wealth
New Jersey
$968K -$23.4K -348 -2%
CWC
1150
Carolinas Wealth Consulting
North Carolina
$966K -$5.1K -76 -0.5%
44 45
46
47 48