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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1651
1ST Source Bank
Indiana
$403K – – –
MPM
1652
Meritage Portfolio Management
Kansas
$402K +$575 +8 +0.1%
FFWA
1653
FRG Family Wealth Advisors
Washington
$402K – – –
AWA
1654
Aletheian Wealth Advisors
Washington
$401K -$8.33K -116 -2%
WIM
1655
Westside Investment Management
California
$401K – – –
SWM
1656
Silverlake Wealth Management
Vermont
$400K +$287 +4 +0.1%
CSC
1657
Caldwell Sutter Capital
California
$400K -$6.61K -92 -2%
GSF
1658
Grove Street Fiduciary
New Hampshire
$399K -$62.6K -872 -14%
C1AG
1659
Client 1st Advisory Group
Florida
$399K – – –
WF
1660
Wayfinding Financial
Washington
$398K – – –
CFG
1661
Carr Financial Group
Massachusetts
$398K +$147K +2,040 +60%
FAT
1662
First American Trust
California
$396K +$7.47K +104 +2%
SFMG
1663
Sage Financial Management Group
Virginia
$395K – – –
IAG
1664
Ipsen Advisor Group
Arkansas
$393K -$10.1K -140 -3%
VBA
1665
von Borstel & Associates
Oregon
$393K +$388K +5,408 New
UF
1666
Univest Financial
Pennsylvania
$392K +$107K +1,488 +39%
PRI
1667
Prepared Retirement Institute
Pennsylvania
$391K +$287 +4 +0.1%
CG
1668
Cynosure Group
Utah
$391K +$171K +2,384 +81%
CF
1669
Convergence Financial
Missouri
$391K -$16.7K -232 -4%
WTFG
1670
Wells Trecaso Financial Group
Ohio
$389K -$198K -2,752 -34%
LCWP
1671
Legacy Capital Wealth Partners
Arkansas
$389K +$171K +2,384 +9%
AA
1672
Armis Advisers
Georgia
$387K +$384K +5,344 New
AWM
1673
Avaii Wealth Management
Wisconsin
$386K +$2.3K +32 +0.6%
LFA
1674
LifeGuide Financial Advisors
Pennsylvania
$384K – – –
YIH
1675
Y-Intercept (HK)
Hong Kong
$382K +$374K +5,208 New
65 66
67
68 69