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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
SpringVest Wealth Management
Texas
$548K +$75.7K +1,128 +15%
LA
1402
Lifeworks Advisors
Michigan
$547K +$126K +1,880 +29%
EPAM
1403
Evelyn Partners Asset Management
$547K +$567K +8,456 New
FA
1404
Financial Alternatives
California
$546K – – –
PCM
1405
Prospera Capital Management
Arizona
$544K +$565K +8,420 New
AWP
1406
Accretive Wealth Partners
New Jersey
$544K +$239K +3,556 +73%
CNTOF
1407
Canandaigua National Trust of Florida
New York
$543K +$22.5K +336 +4%
JIP
1408
Jaffetilchin Investment Partners
Florida
$541K +$254K +3,792 +83%
MA
1409
MAS Advisors
Florida
$540K -$141K -2,108 -20%
WEG
1410
World Equity Group
Illinois
$539K -$555K -8,276 -50%
WCM
1411
Winebrenner Capital Management
Kentucky
$538K -$8.86K -132 -2%
UIM
1412
Unified Investment Management
Georgia
$538K – – –
JSW
1413
Journey Strategic Wealth
New Jersey
$538K -$18.5K -276 -3%
LWM
1414
Lodestone Wealth Management
Washington
$535K +$1.61K +24 +0.3%
EFG
1415
Ehrlich Financial Group
California
$535K – – –
GEA
1416
Glen Eagle Advisors
New Jersey
$534K +$276K +4,108 +99%
HPBT
1417
Hickory Point Bank & Trust
Illinois
$532K +$552K +8,232 New
LWM
1418
Lyell Wealth Management
California
$532K – – –
GWA
1419
Geometric Wealth Advisors
District of Columbia
$530K +$277K +4,124 +101%
CF
1420
Claris Financial
Virginia
$529K – – –
PAM
1421
Palisade Asset Management
Minnesota
$527K +$537 +8 +0.1%
WTFG
1422
Wells Trecaso Financial Group
Ohio
$527K – – –
MPI
1423
Mairs & Power Inc
Minnesota
$527K +$177K +2,640 +48%
CAM
1424
Clark Asset Management
New Hampshire
$524K +$1.61K +24 +0.3%
SC
1425
Slow Capital
California
$524K -$134K -1,996 -20%
55 56
57
58 59