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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1326
DF Dent & Co
Maryland
$652K -$17.7K -260 -3%
PEA
1327
Park Edge Advisors
Ohio
$651K +$272 +4 +0%
DI
1328
Disciplined Investments
Oklahoma
$649K +$204K +3,000 +44%
DI
1329
Diligent Investors
California
$649K – – –
HCMG
1330
Howard Capital Management Group
California
$648K – – –
CQWA
1331
Chokshi & Queen Wealth Advisors
California
$648K +$666K +9,808 New
APP
1332
Avantax Planning Partners
Iowa
$647K -$58.7K -864 -8%
EBA
1333
Eagle Bay Advisors
New York
$646K – – –
WCM
1334
WealthTrak Capital Management
Virginia
$645K +$663K +9,764 New
FWI
1335
Facet Wealth Inc
Maryland
$645K +$185K +2,732 +41%
VFIC
1336
Valley Forge Investment Consultants
Pennsylvania
$644K +$6.25K +92 +1%
VAF
1337
Values Added Financial
District of Columbia
$643K +$171K +2,512 +35%
BWP
1338
BSW Wealth Partners
Colorado
$643K +$50.2K +740 +8%
KHCM
1339
Kirtland Hills Capital Management
Ohio
$638K +$120K +1,768 +22%
BWM
1340
Baron Wealth Management
Michigan
$638K +$815 +12 +0.1%
EWS
1341
Eagle Wealth Strategies
New Jersey
$637K -$18.2K -268 -3%
BFM
1342
Boston Financial Management
Massachusetts
$636K -$10.9K -160 -2%
NWMP
1343
Noble Wealth Management PBC
Colorado
$636K +$653K +9,624 New
GK
1344
Graney & King
New York
$628K +$646K +9,516 New
BC
1345
Bakala Capital
South Carolina
$625K +$2.44K +36 +0.4%
KCP
1346
Kera Capital Partners
California
$623K +$640K +9,432 New
AIFAIM
1347
American Institute for Advanced Investment Management
Arizona
$623K -$31.2K -460 -5%
CAMG
1348
CWA Asset Management Group
Florida
$622K +$272 +4 +0%
MC
1349
Moors & Cabot
Massachusetts
$618K +$111K +1,632 +21%
JCM
1350
J2 Capital Management
Michigan
$618K +$635K +9,356 New
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