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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1601
Orcam Financial Group
California
$545K +$1.78K +24 +0.3%
JF
1602
Joule Financial
Kentucky
$545K +$564K +7,592 New
CD
1603
Capital Developers
North Carolina
$545K +$297 +4 +0.1%
MCM
1604
Morton Capital Management
California
$544K +$182K +2,452 +48%
CA
1605
CGN Advisors
Kansas
$544K -$40.4K -544 -7%
RWRC
1606
R.W. Roge & Company
New York
$544K -$201K -2,708 -26%
HC
1607
Hoese & Co
Minnesota
$543K – – –
BFS
1608
Burkett Financial Services
South Carolina
$543K +$18.1K +244 +3%
EPP
1609
ETF Portfolio Partners
Kansas
$542K -$51.1K -688 -8%
MS
1610
Monetary Solutions
Ohio
$541K +$130K +1,752 +30%
MWP
1611
Meridian Wealth Partners
Pennsylvania
$537K – – –
HWM
1612
Howard Wealth Management
Connecticut
$534K -$3.57K -48 -0.6%
TVPW
1613
Third View Private Wealth
Connecticut
$534K +$552K +7,432 New
PWW
1614
Pettyjohn Wood & White
Virginia
$533K -$4.16K -56 -0.7%
B
1615
Bensler
Washington
$532K +$250K +3,360 +83%
WC
1616
Waterloo Capital
Texas
$531K -$892 -12 -0.2%
FBT
1617
First Bank & Trust
South Dakota
$531K -$13.4K -180 -2%
AWM
1618
Ariadne Wealth Management
California
$531K – – –
DFA
1619
DHJJ Financial Advisors
Illinois
$530K +$145K +1,952 +36%
SAG
1620
Sentinel Advisory Group
Wisconsin
$530K +$549K +7,384 New
MWM
1621
Marion Wealth Management
Pennsylvania
$528K – – –
CNTOF
1622
Canandaigua National Trust of Florida
New York
$523K -$12.8K -172 -2%
BWP
1623
BSW Wealth Partners
Colorado
$522K -$1.19K -16 -0.2%
BIAS
1624
Beacon Investment Advisory Services
New Jersey
$521K – – –
WP
1625
Westmount Partners
California
$520K +$1.49K +20 +0.3%
63 64
65
66 67