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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1451
Ascent Group
Virginia
$490K -$70.1K -1,032 -12%
RFP
1452
Root Financial Partners
California
$488K +$502K +7,392 New
AIM
1453
Athena Investment Management
California
$486K – – –
JWM
1454
JPL Wealth Management
Colorado
$485K +$499K +7,348 New
CCT
1455
Capital City Trust
Florida
$485K -$30.7K -452 -6%
LKBC
1456
L.K. Benson & Company
Maryland
$485K +$498K +7,340 New
SWM
1457
SpringVest Wealth Management
Texas
$485K +$499K +7,344 New
UF
1458
Univest Financial
Pennsylvania
$484K +$21.7K +320 +5%
WP
1459
Westmount Partners
California
$483K -$3.8K -56 -0.8%
AGWCA
1460
Annis Gardner Whiting Capital Advisors
Florida
$483K -$1.63K -24 -0.3%
NA
1461
Novus Advisors
South Carolina
$480K +$493K +7,268 New
RWM
1462
Raffa Wealth Management
District of Columbia
$480K +$3.53K +52 +0.7%
BWM
1463
Birchcreek Wealth Management
Ohio
$479K -$4.62K -68 -0.9%
TI
1464
Tidal Investments
Wisconsin
$479K -$2.15M -31,692 -81%
TWC
1465
TD Waterhouse Canada
Ontario, Canada
$478K -$8.15K -120 -2%
IAG
1466
Investment Advisory Group
Massachusetts
$478K +$3.8K +56 +0.8%
RIP
1467
RAM Investment Partners
Washington
$477K +$226K +3,328 +85%
NFP
1468
NorthLanding Financial Partners
New York
$477K +$4.62K +68 +0.9%
PMG
1469
Private Management Group
California
$476K -$30.1K -444 -6%
FWCM
1470
Ferguson Wellman Capital Management
Oregon
$475K – – –
SI
1471
Saxon Interests
Texas
$475K +$272 +4 +0.1%
TCM
1472
Tradewinds Capital Management
Washington
$475K +$33.9K +500 +7%
SRWM
1473
Shira Ridge Wealth Management
California
$473K – – –
LOPW
1474
Live Oak Private Wealth
North Carolina
$473K +$91K +1,340 +23%
WP
1475
WealthShield Partners
North Carolina
$471K -$83.6K -1,232 -15%
57 58
59
60 61