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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1326
Collective Family Office
Pennsylvania
$944K +$35.2K +484 +4%
BCG
1327
Breakwater Capital Group
New Jersey
$943K +$24.4K +336 +3%
FS
1328
Financial Symmetry
North Carolina
$942K +$945K +12,988 New
OBWA
1329
Oak Barrel Wealth Advisory
Virginia
$940K +$942K +12,956 New
GFP
1330
Guardian Financial Partners
California
$940K +$6.98K +96 +0.7%
DCM
1331
Donaldson Capital Management
Indiana
$939K -$4.07K -56 -0.4%
LA
1332
Lifeworks Advisors
Michigan
$936K +$250K +3,440 +36%
KBFS
1333
Kohmann Bosshard Financial Services
Ohio
$932K – – –
OA
1334
Oxbow Advisors
Texas
$930K – – –
PB
1335
Prosperity Bancshares
Texas
$930K +$933K +12,820 New
CCP
1336
Carmel Capital Partners
California
$929K -$15.7K -216 -2%
SCG
1337
Sonata Capital Group
Washington
$916K – – –
S
1338
Sachetta
Massachusetts
$909K -$1.09M -14,920 -54%
TCOT
1339
Trust Company of Toledo
Ohio
$909K +$119K +1,640 +15%
STA
1340
Shade Tree Advisors
New York
$907K +$909K +12,500 New
KFP
1341
KMG Fiduciary Partners
Ohio
$907K -$11.7M -161,188 -93%
MAM
1342
Madison Asset Management
Wisconsin
$905K +$691K +9,504 +320%
RAS
1343
RPS Advisory Solutions
Kentucky
$900K -$14.3K -196 -2%
BRPW
1344
Ballast Rock Private Wealth
South Carolina
$899K +$902K +12,396 New
GC
1345
Garde Capital
Washington
$899K -$30.6K -420 -3%
AIM
1346
Athena Investment Management
California
$896K +$44.2K +608 +5%
CFP
1347
Comprehensive Financial Planning
Pennsylvania
$895K +$6.4K +88 +0.7%
GFP
1348
Gryphon Financial Partners
Ohio
$891K +$109K +1,492 +14%
SB
1349
Strategic Blueprint
Georgia
$889K +$75.7K +1,040 +9%
SFG
1350
Sovereign Financial Group
Connecticut
$887K -$34.3K -472 -4%
52 53
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55 56