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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
1626
American Institute for Advanced Investment Management
Arizona
$632K – – –
RCA
1627
Ranch Capital Advisors
Florida
$630K +$3.88K +50 +0.6%
EPP
1628
ETF Portfolio Partners
Kansas
$628K +$19.8K +256 +3%
MA
1629
Modus Advisors
Minnesota
$628K -$80.7K -1,041 -12%
MWP
1630
Meridian Wealth Partners
Pennsylvania
$623K +$19.7K +254 +3%
TWA
1631
Talisman Wealth Advisors
New Jersey
$622K +$221K +2,853 New
JAFL
1632
Jay A. Fishman Ltd
Michigan
$621K – – –
CPW
1633
Cove Private Wealth
New York
$620K – – –
KCM
1634
Kennicott Capital Management
California
$620K – – –
WCM
1635
Winebrenner Capital Management
Kentucky
$620K -$7.37K -95 -1%
HAM
1636
Harmony Asset Management
Arizona
$620K +$249K +3,209 +72%
CA
1637
CGN Advisors
Kansas
$619K +$8.14K +105 +1%
TCM
1638
Traynor Capital Management
Pennsylvania
$616K +$124K +1,605 +27%
LWM
1639
Lyell Wealth Management
California
$615K – – –
CA
1640
COFG Advisors
Illinois
$613K +$589K +7,603 New
G
1641
GuidedMoney
Wisconsin
$612K – – –
HC
1642
Hoese & Co
Minnesota
$609K – – –
OWA
1643
Octavia Wealth Advisors
Ohio
$608K -$41.4K -534 -7%
LRIA
1644
Leonard Rickey Investment Advisors
Washington
$608K -$48.2K -622 -8%
BHWM
1645
Beaird Harris Wealth Management
Texas
$607K -$519K -6,697 -47%
FCFC
1646
First Commonwealth Financial Corp
Pennsylvania
$605K -$1.15M -14,794 -66%
PWG
1647
Portside Wealth Group
Utah
$604K +$581K +7,492 New
SFP
1648
Sterling Financial Planning
New Jersey
$603K -$12.2K -158 -2%
FBT
1649
First Bank & Trust
South Dakota
$603K +$6.51K +84 +1%
JTF
1650
J. Team Financial
Texas
$599K +$577K +7,439 New
64 65
66
67 68