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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1201
Milestone Investment Advisors
Wisconsin
$604K +$3.89K +64 +0.6%
CT
1202
Coastline Trust
Rhode Island
$604K +$282K +4,640 +87%
NCTC
1203
New Covenant Trust Company
Indiana
$604K +$8.27K +136 +1%
FIA
1204
Foundations Investment Advisors
Arizona
$604K -$540K -8,880 -47%
SWM
1205
Stockman Wealth Management
Montana
$598K +$2.43K +40 +0.4%
DI
1206
Diligent Investors
California
$595K – – –
EBA
1207
Eagle Bay Advisors
New York
$594K – – –
HCMG
1208
Howard Capital Management Group
California
$594K – – –
TC
1209
TAP Consulting
Missouri
$592K +$15.3K +252 +3%
FB
1210
Fulton Bank
Pennsylvania
$591K – – –
T
1211
TNF
Montana
$589K -$52.5K -864 -8%
GP
1212
Geneva Partners
Wisconsin
$586K +$14.3K +236 +2%
HSA
1213
HBK Sorce Advisory
Pennsylvania
$583K -$57.9K -952 -9%
OAS
1214
Optivise Advisory Services
Tennessee
$583K +$585K +9,628 New
BWM
1215
Baron Wealth Management
Michigan
$583K – – –
NPFS
1216
Novak & Powell Financial Services
Florida
$579K -$2.67K -44 -0.5%
CF
1217
Convergence Financial
Missouri
$579K +$582K +9,572 New
FWP
1218
Falcon Wealth Planning
California
$578K +$46.7K +768 +9%
DCM
1219
DGS Capital Management
New Jersey
$578K +$59.6K +980 +11%
QCM
1220
QRG Capital Management
Illinois
$576K +$160K +2,632 +38%
LRIA
1221
Leonard Rickey Investment Advisors
Washington
$575K -$2.19K -36 -0.4%
MWA
1222
MN Wealth Advisors
Kansas
$575K -$3.4K -56 -0.6%
WA
1223
Wambolt & Associates
Colorado
$571K -$27K -444 -4%
SB
1224
Strategic Blueprint
Georgia
$570K +$82.9K +1,364 +17%
BWG
1225
Balanced Wealth Group
Ohio
$569K -$181K -2,976 -24%
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