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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
Carlson Capital Management
Minnesota
$429K +$184K +3,616 +75%
RJTCONH
1152
Raymond James Trust Company of New Hampshire
New Hampshire
$429K +$1.43K +28 +0.3%
OWA
1153
Octavia Wealth Advisors
Ohio
$427K -$7.33K -144 -2%
FLA
1154
Financial Life Advisors
Texas
$426K -$600K -11,772 -58%
CP
1155
Castleview Partners
Texas
$426K +$21.2K +416 +5%
TW
1156
Transform Wealth
Colorado
$425K +$425K +8,348 New
TA
1157
TFB Advisors
Kansas
$423K +$423K +8,304 New
SRWM
1158
Shira Ridge Wealth Management
California
$423K +$423K +8,300 New
MAS
1159
Madden Advisory Services
Florida
$422K +$23K +452 +6%
FFM
1160
Forum Financial Management
Illinois
$420K -$34.4K -676 -8%
LWM
1161
Lyell Wealth Management
California
$417K – – –
BCG
1162
Breakwater Capital Group
New Jersey
$417K +$417K +8,188 New
STB
1163
S&T Bank
Pennsylvania
$417K – – –
HWM
1164
Heirloom Wealth Management
Colorado
$414K +$414K +8,120 New
BWM
1165
Blossom Wealth Management
California
$413K +$39.5K +776 +11%
PCH
1166
PGIM Custom Harvest
New Jersey
$408K +$408K +8,008 New
ACM
1167
Advance Capital Management
Michigan
$408K -$25.3K -496 -6%
CWP
1168
Cyndeo Wealth Partners
Florida
$406K +$406K +7,968 New
MIG
1169
McGuire Investment Group
Rhode Island
$404K +$16.7K +328 +4%
FA
1170
Faithward Advisors
Pennsylvania
$403K – – –
LRPA
1171
L. Roy Papp & Associates
Arizona
$403K – – –
EP
1172
Eudaimonia Partners
Tennessee
$402K +$72.5K +1,424 +22%
MCM
1173
Magnolia Capital Management
New York
$397K – – –
BWM
1174
Birchcreek Wealth Management
Ohio
$396K +$41.2K +808 +12%
ETIA
1175
Epic Trust Investment Advisors
Washington
$396K +$396K +7,768 New
45 46
47
48 49