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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1626
Kennicott Capital Management
California
$620K – – –
WCM
1627
Winebrenner Capital Management
Kentucky
$620K -$7.37K -95 -1%
HAM
1628
Harmony Asset Management
Arizona
$620K +$249K +3,209 +72%
CA
1629
CGN Advisors
Kansas
$619K +$8.14K +105 +1%
TCM
1630
Traynor Capital Management
Pennsylvania
$616K +$124K +1,605 +27%
LWM
1631
Lyell Wealth Management
California
$615K – – –
CA
1632
COFG Advisors
Illinois
$613K +$589K +7,603 New
G
1633
GuidedMoney
Wisconsin
$612K – – –
HC
1634
Hoese & Co
Minnesota
$609K – – –
OWA
1635
Octavia Wealth Advisors
Ohio
$608K -$41.4K -534 -7%
LRIA
1636
Leonard Rickey Investment Advisors
Washington
$608K -$48.2K -622 -8%
BHWM
1637
Beaird Harris Wealth Management
Texas
$607K -$519K -6,697 -47%
FCFC
1638
First Commonwealth Financial Corp
Pennsylvania
$605K -$1.15M -14,794 -66%
PWG
1639
Portside Wealth Group
Utah
$604K +$581K +7,492 New
SFP
1640
Sterling Financial Planning
New Jersey
$603K -$12.2K -158 -2%
FBT
1641
First Bank & Trust
South Dakota
$603K +$6.51K +84 +1%
JTF
1642
J. Team Financial
Texas
$599K +$577K +7,439 New
OPF
1643
Old Peak Finance
North Carolina
$599K -$23.2K -299 -4%
TCM
1644
Timbuktu Capital Management
Massachusetts
$598K +$575K +7,418 New
AWM
1645
Ariadne Wealth Management
California
$596K – – –
BL
1646
BFSG LLC
California
$596K +$142K +1,826 +33%
SAG
1647
Sentinel Advisory Group
Wisconsin
$596K +$1.01K +13 +0.2%
IPA
1648
Investment Planning Advisors
Georgia
$595K -$21.3K -275 -4%
BFS
1649
Burkett Financial Services
South Carolina
$593K -$14.9K -192 -3%
MWM
1650
Marion Wealth Management
Pennsylvania
$592K – – –
64 65
66
67 68