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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1551
Westside Investment Management
California
$252K +$11.8K +200 +5%
APW
1552
Acima Private Wealth
Virginia
$252K -$4.96K -84 -2%
SM
1553
Sensible Money
Arizona
$251K – – –
TWM
1554
Tolleson Wealth Management
Texas
$251K -$20.6K -348 -8%
MCC
1555
Money Concepts Capital
Florida
$251K +$13.9K +236 +6%
SAM
1556
Summit Asset Management
Tennessee
$250K -$65K -1,100 -22%
NPFS
1557
Novak & Powell Financial Services
Florida
$250K +$9.22K +156 +2%
CWM
1558
Cedar Wealth Management
California
$250K +$2.36K +40 +1%
KCM
1559
Kanawha Capital Management
Virginia
$250K +$237K +4,004 New
SC
1560
Searle & Co
Connecticut
$250K – – –
JCM
1561
Janney Capital Management
Pennsylvania
$248K +$3.55K +60 +2%
CCM
1562
Colorado Capital Management
Colorado
$248K +$234K +3,968 New
FW
1563
Fairway Wealth
Ohio
$246K +$46.8K +792 +25%
RIL
1564
Rothschild Investment LLC
Illinois
$246K – – –
EFG
1565
Embree Financial Group
Illinois
$246K -$2.6K -44 -1%
KCPG
1566
Kavar Capital Partners Group
Kansas
$245K – – –
SAM
1567
SignalPoint Asset Management
Missouri
$244K +$231K +3,908 New
LCM
1568
Lazari Capital Management
California
$244K +$473 +8 +0.2%
TPW
1569
Transatlantique Private Wealth
New York
$244K – – –
SFP
1570
Strategic Financial Planning
Texas
$244K – – –
FTIS
1571
First Trust Investment Solutions
Florida
$244K – – –
VBCG
1572
Valley Brook Capital Group
Pennsylvania
$241K +$9.69K +164 +4%
NPF
1573
Norris Perne & French
Michigan
$240K +$227K +3,848 New
WFA
1574
Websterrogers Financial Advisors
South Carolina
$240K -$30.3K -512 -12%
UB
1575
Umpqua Bank
Oregon
$240K +$227K +3,844 New
61 62
63
64 65