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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1751
WealthShield Partners
North Carolina
$410K +$16.6K +224 +4%
BFG
1752
Berger Financial Group
Minnesota
$408K +$297 +4 +0.1%
TVWM
1753
Tower View Wealth Management
Wisconsin
$408K -$297 -4 -0.1%
PW
1754
Potentia Wealth
California
$406K – – –
AWM
1755
Abound Wealth Management
Tennessee
$406K +$2.08K +28 +0.5%
SFMG
1756
Sage Financial Management Group
Virginia
$406K -$29.4K -396 -7%
UF
1757
Univest Financial
Pennsylvania
$405K +$70.7K +952 +20%
MWP
1758
Madison Wealth Partners
Wisconsin
$405K -$16.3K -220 -4%
SSWM
1759
Smith Salley Wealth Management
North Carolina
$404K +$297 +4 +0.1%
MCG
1760
McCollum Christoferson Group
New York
$404K -$34.5K -464 -8%
TW
1761
Tempo Wealth
Ohio
$404K -$30.6K -412 -7%
BWP
1762
Balboa Wealth Partners
Arizona
$404K +$107K +1,440 +34%
CFAM
1763
Center For Asset Management
Florida
$402K -$208K -2,800 -33%
MWM
1764
Maridea Wealth Management
New York
$401K +$80.5K +1,084 +24%
BL
1765
BFSG LLC
California
$400K +$25.3K +340 +6%
MEAC
1766
M.E. Allison & Co
Texas
$400K – – –
1SB
1767
1ST Source Bank
Indiana
$399K +$5.94K +80 +1%
AWA
1768
Alta Wealth Advisors
Massachusetts
$399K +$892 +12 +0.2%
IDA
1769
Intelligence Driven Advisers
California
$399K – – –
RCM
1770
Radnor Capital Management
Pennsylvania
$399K – – –
VERPA
1771
Virginia Estate & Retirement Planning Advisors
Virginia
$398K +$996K +13,404 New
DCM
1772
DGS Capital Management
New Jersey
$398K +$65.7K +884 +19%
GFL
1773
Granite FO LLC
New Hampshire
$398K – – –
6SA
1774
6th Street Advisors
Alabama
$398K +$412K +5,540 New
FNBOMD
1775
First National Bank of Mount Dora
Florida
$397K – – –
69 70
71
72 73