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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1201
Smith Salley Wealth Management
North Carolina
$623K -$443K -7,492 -43%
MIA
1202
Milestone Investment Advisors
Wisconsin
$620K – – –
WA
1203
Wambolt & Associates
Colorado
$618K -$5.44K -92 -0.9%
BWP
1204
BSW Wealth Partners
Colorado
$618K -$68.8K -1,164 -11%
RSWM
1205
Robertson Stephens Wealth Management
California
$616K +$236 +4 +0%
SWM
1206
Stockman Wealth Management
Montana
$615K +$8.98K +152 +2%
DI
1207
Diligent Investors
California
$614K +$236 +4 +0%
HCMG
1208
Howard Capital Management Group
California
$613K +$580K +9,812 New
EBA
1209
Eagle Bay Advisors
New York
$611K +$576K +9,744 +27,067%
CAMG
1210
CWA Asset Management Group
Florida
$611K -$78.5K -1,328 -12%
FB
1211
Fulton Bank
Pennsylvania
$610K -$4.73K -80 -0.8%
JWM
1212
Janiczek Wealth Management
Colorado
$607K +$364K +6,164 +174%
WIM
1213
Warwick Investment Management
Texas
$606K -$15.8K -268 -3%
BWM
1214
Baron Wealth Management
Michigan
$601K +$74.9K +1,268 +15%
NCTC
1215
New Covenant Trust Company
Indiana
$599K +$567K +9,596 New
4WM
1216
49 Wealth Management
Texas
$599K – – –
RFN
1217
RDA Financial Network
Iowa
$599K +$1.66K +28 +0.3%
OW
1218
Olistico Wealth
Oklahoma
$598K -$12.5K -212 -2%
GFP
1219
Gryphon Financial Partners
Ohio
$597K -$42.3K -716 -7%
MWA
1220
MN Wealth Advisors
Kansas
$597K +$38.8K +656 +7%
LRIA
1221
Leonard Rickey Investment Advisors
Washington
$596K +$5.91K +100 +1%
TC
1222
TAP Consulting
Missouri
$595K -$40.9K -692 -7%
GP
1223
Geneva Partners
Wisconsin
$590K -$3.06M -51,856 -85%
BTWM
1224
Brass Tax Wealth Management
Ohio
$590K +$558K +9,448 New
PI
1225
Pachira Investments
California
$590K +$16.1K +272 +3%
47 48
49
50 51