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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
1326
Ratio Wealth Group
Colorado
$392K +$361K +6,748 New
TAM
1327
Townsend Asset Management
North Carolina
$389K +$15.8K +296 +5%
FWTB
1328
First Western Trust Bank
Colorado
$389K -$32.9K -616 -8%
VP
1329
Verum Partners
North Carolina
$388K +$357K +6,680 New
ACM
1330
Ategra Capital Management
Virginia
$388K – – –
SWM
1331
Schwallier Wealth Management
Michigan
$386K +$355K +6,640 New
EA
1332
Ellsworth Advisors
Ohio
$386K +$855 +16 +0.2%
RDWM
1333
Red Door Wealth Management
Tennessee
$386K +$40.8K +764 +13%
SI
1334
Saxon Interests
Texas
$385K -$5.1M -95,456 -94%
SFPG
1335
Stonebridge Financial Planning Group
Florida
$383K +$352K +6,588 New
MC
1336
Mathes Company
New York
$383K – – –
LCM
1337
Logan Capital Management
Pennsylvania
$382K -$19K -356 -5%
CA
1338
Claro Advisors
Massachusetts
$381K +$66.5K +1,244 +23%
BFG
1339
Berger Financial Group
Minnesota
$379K +$6.41K +120 +2%
MCM
1340
MontVue Capital Management
Virginia
$378K +$347K +6,504 New
IPAM
1341
Investment Partners Asset Management
New Jersey
$378K +$347K +6,496 New
MIG
1342
McGuire Investment Group
Rhode Island
$374K +$66.3K +1,240 +24%
RWA
1343
River Wealth Advisors
Pennsylvania
$374K +$4.92K +92 +1%
FFBTD
1344
First Financial Bank - Trust Division
Ohio
$371K +$1.5K +28 +0.4%
VFA
1345
Voya Financial Advisors
Connecticut
$370K -$56.4K -1,056 -14%
IAG
1346
Investment Advisory Group
Massachusetts
$370K +$56K +1,048 +20%
DI
1347
Disciplined Investments
Oklahoma
$369K +$214 +4 +0.1%
CWM
1348
Congress Wealth Management
Massachusetts
$368K -$15K -280 -4%
TWP
1349
Tyche Wealth Partners
Texas
$367K +$337K +6,316 New
TW
1350
Transform Wealth
Colorado
$367K -$19.9K -372 -6%
52 53
54
55 56