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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1301
Beacon Investment Advisory Services
New Jersey
$419K -$1.71K -32 -0.4%
UL
1302
Unionview LLC
Washington
$419K -$14.1K -264 -4%
DP
1303
Divergent Planning
Maryland
$417K -$12.8K -240 -3%
SRWM
1304
Shira Ridge Wealth Management
California
$417K -$43K -804 -10%
SMA
1305
Sage Mountain Advisors
Georgia
$416K – – –
RWM
1306
Raffa Wealth Management
District of Columbia
$416K +$1.92K +36 +0.5%
APP
1307
Avantax Planning Partners
Iowa
$416K +$382K +7,152 New
RIP
1308
RAM Investment Partners
Washington
$416K +$382K +7,148 New
EWM
1309
Echo Wealth Management
Minnesota
$411K -$4.7K -88 -1%
VAF
1310
Values Added Financial
District of Columbia
$408K +$40.4K +756 +12%
JSW
1311
Journey Strategic Wealth
New Jersey
$408K +$375K +7,012 New
JPLA
1312
Joseph P. Lucia & Associates
New York
$408K -$5.34K -100 -1%
TCPWM
1313
Traverso Chambers Private Wealth Management
California
$405K -$4.27K -80 -1%
WWP
1314
Walden Wealth Partners
Ohio
$405K +$372K +6,964 New
SC
1315
Sapient Capital
Indiana
$404K +$371K +6,944 New
FPGK
1316
Financial Partners Group (Kansas)
Kansas
$403K -$120K -2,252 -25%
EPP
1317
ETF Portfolio Partners
Kansas
$401K +$5.77K +108 +2%
VWA
1318
VERITY Wealth Advisors
United States
$400K +$1.07K +20 +0.3%
WLPWM
1319
Walled Lake Planning & Wealth Management
Illinois
$398K +$4.27K +80 +1%
AMCA
1320
Arthur M. Cohen & Associates
Illinois
$397K -$14.7K -276 -4%
SWRP
1321
Summit Wealth & Retirement Planning
California
$395K – – –
HWM
1322
Heirloom Wealth Management
Colorado
$395K +$9.83K +184 +3%
QCM
1323
QRG Capital Management
Illinois
$394K +$53.6K +1,004 +17%
WTB
1324
Washington Trust Bank
Washington
$394K -$22.2K -416 -6%
LWMG
1325
Levy Wealth Management Group
Pennsylvania
$393K +$1.5K +28 +0.4%
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