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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1676
Birchcreek Wealth Management
Ohio
$559K -$79K -1,019 -13%
IAA
1677
Independent Advisor Alliance
North Carolina
$558K -$19.3M -248,320 -97%
PMG
1678
Private Management Group
California
$556K +$10.3K +133 +2%
SI
1679
Seeds Investor
New York
$556K +$249K +3,217 +87%
TWM
1680
Topsail Wealth Management
North Carolina
$556K +$19.5K +252 +4%
HCP
1681
Hardin Capital Partners
South Carolina
$555K +$18.5K +238 +4%
RZH
1682
Relyea Zuckerberg Hanson
Connecticut
$554K +$533K +6,881 New
SPW
1683
Sonoma Private Wealth
California
$554K +$166K +2,137 +45%
RWRC
1684
R.W. Roge & Company
New York
$554K -$54.9K -708 -9%
TWC
1685
TD Waterhouse Canada
Ontario, Canada
$553K -$501K -6,463 -48%
EAM
1686
Everstar Asset Management
North Carolina
$553K -$2.17K -28 -0.4%
CC
1687
Clearwave Capital
California
$553K -$212K -2,737 -29%
AWP
1688
Accretive Wealth Partners
New Jersey
$552K – – –
GIA
1689
GHP Investment Advisors
Colorado
$551K +$5.74K +74 +1%
AWA
1690
Asempa Wealth Advisors
Louisiana
$550K +$6.67K +86 +1%
HR
1691
Hardy Reed
Mississippi
$549K +$1.47K +19 +0.3%
GCA
1692
Gallagher Capital Advisors
Texas
$549K +$528K +6,816 New
HPBT
1693
Hickory Point Bank & Trust
Illinois
$548K – – –
SWRP
1694
Summit Wealth & Retirement Planning
California
$548K – – –
TWM
1695
Thrive Wealth Management
Pennsylvania
$546K +$9.46K +122 +2%
CF
1696
Convergence Financial
Missouri
$542K -$860K -11,098 -62%
BHFP
1697
Blom & Howell Financial Planning
California
$542K -$193K -2,486 -27%
AWM
1698
Abound Wealth Management
Tennessee
$541K +$82.1K +1,059 +19%
ECA
1699
Elevate Capital Advisors
Colorado
$540K +$520K +6,707 New
TFM
1700
TFC Financial Management
Massachusetts
$540K -$776K -10,007 -60%
66 67
68
69 70