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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1326
Journey Strategic Wealth
New Jersey
$438K – – –
EPP
1327
ETF Portfolio Partners
Kansas
$438K +$6.62K +112 +2%
CCP
1328
Clarity Capital Partners
California
$437K +$113K +1,920 +38%
SFO
1329
Stokes Family Office
Louisiana
$437K -$35.5K -600 -8%
FPGK
1330
Financial Partners Group (Kansas)
Kansas
$436K +$3.78K +64 +0.9%
DI
1331
Disciplined Investments
Oklahoma
$436K +$37.6K +636 +10%
TFF
1332
The Family Firm
Maryland
$435K -$68.8K -1,164 -14%
TT
1333
TI-Trust
Illinois
$434K +$100K +1,696 +32%
QCM
1334
QRG Capital Management
Illinois
$430K +$6.15K +104 +2%
FIB
1335
First Interstate Bank
Montana
$429K -$35.5K -600 -8%
AMCA
1336
Arthur M. Cohen & Associates
Illinois
$426K +$236 +4 +0.1%
EWM
1337
Echo Wealth Management
Minnesota
$425K -$18.7K -316 -4%
SWRP
1338
Summit Wealth & Retirement Planning
California
$425K – – –
WWP
1339
Walden Wealth Partners
Ohio
$424K – – –
LMKC
1340
L.M. Kohn & Company
Ohio
$424K -$119K -2,012 -23%
FFM
1341
Forum Financial Management
Illinois
$422K +$84.2K +1,424 +27%
TW
1342
TritonPoint Wealth
Maryland
$421K -$94.3K -1,596 -13%
VP
1343
Verum Partners
North Carolina
$418K +$709 +12 +0.2%
GWA
1344
GGM Wealth Advisors
Maryland
$417K +$102K +1,728 +34%
ACM
1345
Ategra Capital Management
Virginia
$417K – – –
BBNA
1346
Bremer Bank National Association
Minnesota
$416K +$34.3K +580 +10%
LOPW
1347
Live Oak Private Wealth
North Carolina
$414K -$126K -2,128 -24%
HWM
1348
Heirloom Wealth Management
Colorado
$413K -$11.1K -188 -3%
MC
1349
Mathes Company
New York
$412K – – –
WCWM
1350
Willow Creek Wealth Management
California
$411K +$21.7K +368 +6%
52 53
54
55 56