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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
FIS
1551
Fischer Investment Strategies
California
$595K -$442K -6,076 -43%
EC
1552
EdgeRock Capital
Colorado
$594K +$18.3K +252 +3%
GP
1553
Geneva Partners
Wisconsin
$593K -$12.2K -168 -2%
GWA
1554
Geometric Wealth Advisors
District of Columbia
$592K – – –
SFO
1555
Stokes Family Office
Louisiana
$591K -$114K -1,568 -16%
AF
1556
Atala Financial
California
$590K -$335K -4,600 -36%
CS
1557
Cannell & Spears
New York
$590K +$4.37K +60 +0.7%
CA
1558
CGN Advisors
Kansas
$589K -$5.24K -72 -0.9%
PWA
1559
Physician Wealth Advisors
Utah
$586K -$80.9K -1,112 -12%
OCA
1560
OpenArc Corporate Advisory
Georgia
$582K +$584K +8,024 New
GSEP
1561
Golden State Equity Partners
California
$582K +$23.9K +328 +4%
OWA
1562
Octavia Wealth Advisors
Ohio
$578K -$58.2K -800 -9%
UFAC
1563
Urban Financial Advisory Corp
Illinois
$577K +$18.6K +256 +3%
AWM
1564
Accel Wealth Management
Iowa
$577K +$7.86K +108 +1%
OPF
1565
Old Peak Finance
North Carolina
$574K +$576K +7,916 New
FFG
1566
Fortem Financial Group
California
$574K +$18.6K +256 +3%
SHIM
1567
Stone House Investment Management
Pennsylvania
$571K -$55.3K -760 -9%
CCA
1568
Cora Capital Advisors
New Jersey
$571K +$89.9K +1,236 +19%
GCA
1569
Gallagher Capital Advisors
Texas
$570K -$247K -3,396 -30%
AGC
1570
Aspen Grove Capital
Colorado
$570K +$873 +12 +0.2%
HNWA
1571
Henrickson Nauta Wealth Advisors
Michigan
$569K +$276K +3,800 +100%
NA
1572
Nautilus Advisors
California
$569K +$582 +8 +0.1%
JAFL
1573
Jay A. Fishman Ltd
Michigan
$567K -$3.78K -52 -0.7%
MCM
1574
Magnolia Capital Management
New York
$566K – – –
SWM
1575
Stockman Wealth Management
Montana
$562K +$120K +1,644 +27%
61 62
63
64 65