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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Accel Wealth Management
Iowa
$546K +$815 +12 +0.1%
LWM
1402
Lodestone Wealth Management
Washington
$545K +$1.36K +20 +0.2%
PSF
1403
Pacific Sun Financial
California
$545K +$24.7K +364 +5%
LWM
1404
Lyell Wealth Management
California
$543K – – –
BIAS
1405
Beacon Investment Advisory Services
New Jersey
$542K – – –
OWA
1406
Octavia Wealth Advisors
Ohio
$539K +$21.7K +320 +4%
WTFG
1407
Wells Trecaso Financial Group
Ohio
$538K – – –
PAM
1408
Palisade Asset Management
Minnesota
$538K – – –
RDWM
1409
Red Door Wealth Management
Tennessee
$537K +$22.5K +332 +4%
MSAM
1410
Moloney Securities Asset Management
Missouri
$536K -$132K -1,948 -19%
MAG
1411
Mayfair Advisory Group
Alabama
$535K – – –
FA
1412
FC Advisory
Pennsylvania
$534K -$81.7K -1,204 -13%
GWM
1413
GSB Wealth Management
Connecticut
$534K +$4.07K +60 +0.7%
CAM
1414
Clark Asset Management
New Hampshire
$534K +$1.09K +16 +0.2%
FBT
1415
First Bank & Trust
South Dakota
$533K +$83.4K +1,228 +18%
CNTOF
1416
Canandaigua National Trust of Florida
New York
$533K +$24.2K +356 +5%
WTB
1417
Washington Trust Bank
Washington
$533K +$100K +1,480 +22%
MFGM
1418
Marshall Financial Group (Maryland)
Maryland
$531K +$1.9K +28 +0.3%
CF
1419
Claris Financial
Virginia
$529K +$544K +8,008 New
RFN
1420
RDA Financial Network
Iowa
$523K -$7.88K -116 -1%
OFG
1421
Orcam Financial Group
California
$522K +$28.8K +424 +6%
EFN
1422
Equita Financial Network
Pennsylvania
$522K +$1.63K +24 +0.3%
CF
1423
Centaurus Financial
California
$521K +$52.7K +776 +11%
SWP
1424
SIMA Wealth Partners
Virginia
$521K -$543 -8 -0.1%
HWM
1425
Howard Wealth Management
Connecticut
$520K +$52.7K +776 +11%
55 56
57
58 59