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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1826
Tortoise Investment Management
New York
$286K +$62.6K +872 +29%
PCMF
1827
Private Capital Management (Florida)
Florida
$286K +$862 +12 +0.3%
HWMC
1828
Heritage Wealth Management (California)
California
$286K +$12.6K +176 +5%
LB
1829
Legacy Bridge
Iowa
$286K – – –
GF
1830
Gries Financial
Ohio
$285K +$31.9K +444 +13%
TAM
1831
Tocqueville Asset Management
New York
$283K +$575 +8 +0.2%
SAM
1832
Summit Asset Management
Tennessee
$283K – – –
CIA
1833
Compass Ion Advisors
Pennsylvania
$281K +$862 +12 +0.3%
TWM
1834
Tradition Wealth Management
Minnesota
$281K -$14.1K -196 -5%
WF
1835
Womack Financial
Texas
$281K -$134K -1,868 -33%
NC
1836
North Capital
Utah
$280K +$1.44K +20 +0.5%
TBC
1837
Ted Buchan & Co
California
$280K -$287 -4 -0.1%
HNWA
1838
Henrickson Nauta Wealth Advisors
Michigan
$280K – – –
GA
1839
GSG Advisors
New Jersey
$280K +$1.44K +20 +0.5%
RW
1840
Regimen Wealth
Georgia
$279K -$15.2K -212 -5%
SWM
1841
Schwallier Wealth Management
Michigan
$279K +$273K +3,804 New
GCA
1842
Greenwood Capital Associates
South Carolina
$279K – – –
KW
1843
KWB Wealth
California
$279K -$76.4K -1,064 -21%
HSWM
1844
Hubbell Strickland Wealth Management
Louisiana
$278K +$16.4K +228 +6%
NPAN
1845
Northeast Planning Associates NH
New Hampshire
$277K – – –
CPA
1846
Cathy Pareto & Associates
Florida
$276K +$7.76K +108 +3%
KA
1847
Klingman & Associates
New York
$275K – – –
BWP
1848
Balboa Wealth Partners
Arizona
$275K -$9.19K -128 -3%
SCA
1849
Southern Capital Advisors
Tennessee
$275K +$52.3K +728 +24%
OWA
1850
One Wealth Advisors
California
$275K – – –
72 73
74
75 76