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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1726
Edge Financial Advisors
Illinois
$420K +$2.91K +40 +0.7%
MS
1727
Monetary Solutions
Ohio
$420K +$421K +5,784 New
5NPW
1728
55 North Private Wealth
Florida
$419K +$420K +5,776 New
RIP
1729
RAM Investment Partners
Washington
$417K -$582 -8 -0.1%
TWM
1730
Thrive Wealth Management
Pennsylvania
$416K +$149K +2,052 +56%
VWM
1731
Venturi Wealth Management
Texas
$415K -$9.31K -128 -2%
TFP
1732
Tilia Fiduciary Partners
North Carolina
$415K +$54.4K +748 +15%
VWA
1733
VERITY Wealth Advisors
United States
$414K +$2.04K +28 +0.5%
NFG
1734
Northeast Financial Group
Pennsylvania
$414K -$3.2K -44 -0.8%
AFA
1735
Amicus Financial Advisors
Texas
$413K +$414K +5,688 New
TVWM
1736
Tower View Wealth Management
Wisconsin
$413K +$3.2K +44 +0.8%
BFG
1737
Berger Financial Group
Minnesota
$412K +$291 +4 +0.1%
PW
1738
Potentia Wealth
California
$411K – – –
GWM
1739
Gibbs Wealth Management
Georgia
$410K – – –
ZIM
1740
Zacks Investment Management
Illinois
$410K +$70.1K +964 +21%
RFN
1741
Redwood Financial Network
Ohio
$409K -$62.3K -856 -13%
BOJHT
1742
Bank of Jackson Hole Trust
Wyoming
$409K – – –
AWM
1743
Abound Wealth Management
Tennessee
$409K +$34.9K +480 +9%
SSWM
1744
Smith Salley Wealth Management
North Carolina
$408K – – –
CWA
1745
Canvas Wealth Advisors
Kansas
$406K -$5.82K -80 -1%
EA
1746
Evolution Advisers
Virginia
$404K – – –
MEAC
1747
M.E. Allison & Co
Texas
$404K +$150K +2,060 +59%
WA1
1748
Wimmer Associates 1
California
$403K – – –
RCM
1749
Radnor Capital Management
Pennsylvania
$403K – – –
IDA
1750
Intelligence Driven Advisers
California
$403K +$404K +5,552 New
68 69
70
71 72