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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1751
Clearwater Capital Advisors
Illinois
$270K -$3.8K -56 -1%
EWM
1752
Echo Wealth Management
Minnesota
$270K – – –
TI
1753
tru Independence
Oregon
$270K -$13.6K -200 -5%
SAM
1754
Sherman Asset Management
California
$270K +$277K +4,084 New
CAI
1755
Capital Advisors Inc
Oklahoma
$270K -$38.6K -568 -12%
GWA
1756
Geometric Wealth Advisors
District of Columbia
$269K +$17.4K +256 +7%
PIWA
1757
Prevail Innovative Wealth Advisors
Kansas
$269K +$276K +4,072 New
PWG
1758
Portside Wealth Group
Utah
$268K +$276K +4,064 New
MGW
1759
MB Generational Wealth
Washington
$268K – – –
EFG
1760
Embree Financial Group
Illinois
$268K +$1.09K +16 +0.4%
RMAM
1761
Raab & Moskowitz Asset Management
New Jersey
$268K -$17.7K -260 -6%
PPW
1762
Presilium Private Wealth
Pennsylvania
$268K – – –
APW
1763
Acima Private Wealth
Virginia
$266K – – –
KCPG
1764
Kavar Capital Partners Group
Kansas
$265K – – –
TWM
1765
Tolleson Wealth Management
Texas
$265K – – –
DP
1766
Dearborn Partners
Illinois
$265K -$1.63K -24 -0.6%
SAM
1767
Summit Asset Management
Tennessee
$265K – – –
SC
1768
Searle & Co
Connecticut
$264K – – –
FFP
1769
FourThought Financial Partners
Florida
$264K +$21.5K +316 +9%
CA
1770
Crumly & Associates
Illinois
$263K +$270K +3,984 New
UAG
1771
United Advisor Group
Ohio
$262K -$19.8K -292 -7%
LWM
1772
Level Wealth Management
North Carolina
$262K +$269K +3,968 New
LIM
1773
Lathrop Investment Management
Arkansas
$262K -$12.2K -180 -4%
CF
1774
Clarity Financial
Texas
$261K +$268K +3,948 New
TL
1775
Tradewinds LLC
North Carolina
$260K -$148K -2,184 -37%
69 70
71
72 73