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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1451
GK Wealth Management
Nevada
$547K +$189K +2,876 +58%
PCM
1452
Park Capital Management
Wisconsin
$547K – – –
MCM
1453
Magnolia Capital Management
New York
$546K – – –
BFC
1454
Bedel Financial Consulting
Indiana
$544K +$48K +732 +10%
CF
1455
Claris Financial
Virginia
$541K -$18.4K -280 -3%
RFN
1456
Redwood Financial Network
Ohio
$540K -$3.94K -60 -0.8%
NPT
1457
Nixon Peabody Trust
Massachusetts
$540K +$15.8K +240 +3%
AWA
1458
Acorn Wealth Advisors
Michigan
$537K +$10.8K +164 +2%
UFAC
1459
Urban Financial Advisory Corp
Illinois
$536K +$23.6K +360 +5%
MSAM
1460
Moloney Securities Asset Management
Missouri
$535K -$17.6K -268 -3%
LWM
1461
Lyell Wealth Management
California
$534K -$39.1K -596 -7%
JSW
1462
Journey Strategic Wealth
New Jersey
$534K -$45.4K -692 -8%
AWM
1463
Ariadne Wealth Management
California
$534K -$606K -9,236 -56%
SFP
1464
Sterling Financial Planning
New Jersey
$533K -$2.1K -32 -0.4%
BST
1465
Bath Savings Trust
Maine
$533K +$203K +3,092 +68%
TCWA
1466
Turtle Creek Wealth Advisors
Texas
$533K +$500K +7,624 New
AWM
1467
Accel Wealth Management
Iowa
$533K -$29.4K -448 -6%
HWM
1468
Howard Wealth Management
Connecticut
$533K -$10.8K -164 -2%
SFO
1469
Stokes Family Office
Louisiana
$532K – – –
SC
1470
Slow Capital
California
$532K -$34.1K -520 -6%
BIG
1471
Brooklyn Investment Group
New York
$531K +$254K +3,864 +104%
FBT
1472
First Bank & Trust
South Dakota
$530K -$8.93K -136 -2%
EPP
1473
ETF Portfolio Partners
Kansas
$528K – – –
SFGP
1474
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$528K – – –
CAM
1475
Clark Asset Management
New Hampshire
$527K -$37.5K -572 -7%
57 58
59
60 61