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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1651
Valley Brook Capital Group
Pennsylvania
$208K -$25.3K -416 -11%
SA
1652
SpiderRock Advisors
Delaware
$208K – – –
RW
1653
Regimen Wealth
Georgia
$207K -$972 -16 -0.5%
IFAM
1654
Institutional & Family Asset Management
Colorado
$207K – – –
RWB
1655
RMR Wealth Builders
New Jersey
$206K – – –
I
1656
INVST
Indiana
$206K -$1.95K -32 -0.9%
SL
1657
Sentry LLC
Tennessee
$206K – – –
ECG
1658
EPIQ Capital Group
California
$205K – – –
OC
1659
Oarsman Capital
Wisconsin
$205K +$206K +3,392 New
RFA
1660
ROI Financial Advisors
Oregon
$205K – – –
MPM
1661
Meritage Portfolio Management
Kansas
$205K – – –
TC
1662
Trust Company
Kansas
$205K – – –
TA
1663
TKG Advisors
Indiana
$203K – – –
EFP
1664
Envision Financial Planning
Tennessee
$203K +$204K +3,356 New
NC
1665
Napatree Capital
Rhode Island
$202K +$203K +3,340 New
MC
1666
Middleton & Co
Massachusetts
$202K – – –
HFAS
1667
Hummer Financial Advisory Services
Illinois
$200K -$21.9K -360 -10%
DWG
1668
Darden Wealth Group
Michigan
$200K -$608K -10,000 -75%
LWL
1669
Leo Wealth LLC
Texas
$200K -$3.65K -60 -2%
PCMC
1670
Planning Capital Management Corporation
Pennsylvania
$199K – – –
OWA
1671
Opal Wealth Advisors
New York
$198K -$10.5K -172 -5%
CAS
1672
Coppell Advisory Solutions
Texas
$197K +$198K +3,252 New
PCA
1673
Providence Capital Advisors
North Carolina
$197K -$486 -8 -0.2%
CC
1674
Cypress Capital
Tennessee
$196K +$197K +3,244 New
CYG
1675
Clean Yield Group
Vermont
$196K – – –
65 66
67
68 69