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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
1576
Optivise Advisory Services
Tennessee
$575K +$28.2K +380 +5%
CIA
1577
Cape Investment Advisory
Georgia
$574K +$52.3K +704 +10%
BWM
1578
Birchcreek Wealth Management
Ohio
$571K -$52.3K -704 -8%
EC
1579
EdgeRock Capital
Colorado
$569K -$18.7K -252 -3%
BW
1580
BIP Wealth
Georgia
$568K -$87.1K -1,172 -13%
SHIM
1581
Stone House Investment Management
Pennsylvania
$567K +$2.38K +32 +0.4%
AGC
1582
Aspen Grove Capital
Colorado
$565K +$1.19K +16 +0.2%
EWM
1583
Elevatus Welath Management
New York
$564K -$568K -7,648 -49%
AIFAIM
1584
American Institute for Advanced Investment Management
Arizona
$563K -$44.6K -600 -7%
MCM
1585
Magnolia Capital Management
New York
$560K – – –
WCM
1586
Winebrenner Capital Management
Kentucky
$559K +$4.46K +60 +0.8%
APA
1587
Astoria Portfolio Advisors
New York
$559K +$1.64M +22,092 +312%
FFG
1588
Fortem Financial Group
California
$558K -$10.1K -136 -2%
RCA
1589
Ranch Capital Advisors
Florida
$557K +$11.6K +156 +2%
AGP
1590
Aspire Growth Partners
Florida
$556K +$14K +188 +2%
OPF
1591
Old Peak Finance
North Carolina
$555K -$13.4K -180 -2%
JAFL
1592
Jay A. Fishman Ltd
Michigan
$553K -$7.43K -100 -1%
BSTWA
1593
Blake Schutter Theil Wealth Advisors
Ohio
$553K +$2.97K +40 +0.5%
CPW
1594
Cove Private Wealth
New York
$553K +$96.6K +1,300 +20%
KCM
1595
Kennicott Capital Management
California
$553K – – –
IJWM
1596
Inman Jager Wealth Management
Mississippi
$550K +$8.32K +112 +1%
IPA
1597
Investment Planning Advisors
Georgia
$550K +$18.1K +244 +3%
SFP
1598
Sterling Financial Planning
New Jersey
$549K +$11.9K +160 +2%
LWM
1599
Lyell Wealth Management
California
$548K – – –
G
1600
GuidedMoney
Wisconsin
$545K +$15.8K +212 +3%
62 63
64
65 66