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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1751
Maridea Wealth Management
New York
$329K +$47.4K +660 +17%
CCA
1752
Clearwater Capital Advisors
Illinois
$329K +$1.44K +20 +0.4%
PWM
1753
PTM Wealth Management
United States
$329K +$575 +8 +0.2%
AWA
1754
Aquire Wealth Advisors
Utah
$329K -$2.01K -28 -0.6%
WMA
1755
West Michigan Advisors
Michigan
$328K +$5.17K +72 +2%
MA
1756
MKT Advisors
California
$327K -$22.1K -308 -6%
KCM
1757
Kathmere Capital Management
Pennsylvania
$326K – – –
TI
1758
tru Independence
Oregon
$325K +$24.1K +336 +8%
SWG
1759
Summit Wealth Group
Vermont
$325K – – –
WFS
1760
Weitzel Financial Services
Iowa
$324K – – –
ODIJL
1761
One Day In July LLC
Vermont
$324K – – –
NW
1762
Naviter Wealth
Arkansas
$323K -$54.6K -760 -15%
GWM
1763
GK Wealth Management
Nevada
$323K -$246K -3,428 -44%
AFTS
1764
American Financial & Tax Strategies
New York
$322K -$2.87K -40 -0.9%
TGAM
1765
TBH Global Asset Management
Tennessee
$322K +$315K +4,392 New
FFA
1766
Fragasso Financial Advisors
Pennsylvania
$321K -$112K -1,564 -26%
WFA
1767
WMG Financial Advisors
Tennessee
$321K – – –
BC
1768
Barrett & Company
Rhode Island
$321K – – –
EIA
1769
Edgemoor Investment Advisors
Maryland
$320K – – –
CAP
1770
Columbia Advisory Partners
Washington
$320K +$313K +4,360 New
MPCL
1771
My Personal CFO LLC
Washington
$320K -$3.69M -51,380 -92%
FWMP
1772
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$320K – – –
HIA
1773
HTG Investment Advisors
Connecticut
$320K – – –
WAM
1774
WNY Asset Management
New York
$320K – – –
AFA
1775
Alpha Financial Advisors
North Carolina
$318K -$11.2K -156 -3%
69 70
71
72 73