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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
2026
Abacus Planning Group
South Carolina
$313K +$43.4K +560 +17%
NA
2027
Novus Advisors
South Carolina
$312K -$310 -4 -0.1%
IFPG
2028
Intrepid Financial Planning Group
Indiana
$312K +$15.2K +196 +5%
TAM
2029
Tocqueville Asset Management
New York
$312K +$465 +6 +0.2%
NC
2030
North Capital
Utah
$312K +$775 +10 +0.3%
SAM
2031
Summit Asset Management
Tennessee
$312K +$1.47K +19 +0.5%
RW
2032
Regimen Wealth
Georgia
$311K +$3.88K +50 +1%
KCM
2033
Kanawha Capital Management
Virginia
$311K -$155 -2 -0.1%
TAM
2034
Townsend Asset Management
North Carolina
$310K -$15K -193 -5%
GA
2035
GSG Advisors
New Jersey
$310K +$775 +10 +0.3%
EIA
2036
Edgemoor Investment Advisors
Maryland
$309K -$40.3K -520 -12%
SJL
2037
Shayne & Jacobs LLC
Tennessee
$309K +$23.4K +302 +9%
TWM
2038
Tradition Wealth Management
Minnesota
$309K -$14.7K -189 -5%
FHC
2039
First Heartland Consultants
Missouri
$307K +$20.8K +268 +8%
PCMF
2040
Private Capital Management (Florida)
Florida
$307K -$8.76K -113 -3%
HA
2041
Herold Advisors
New York
$307K -$83.3K -1,074 -22%
PIWA
2042
Prevail Innovative Wealth Advisors
Kansas
$306K -$21.7K -280 -7%
FMN
2043
Financial Management Network
California
$306K +$296K +3,816 New
NWA
2044
Northwest Wealth Advisors
Washington
$306K +$3.64K +47 +1%
UA
2045
URS Advisory
Florida
$304K +$853 +11 +0.3%
FAN
2046
Financial Advisors Network
California
$302K +$78 +1 +0%
ASW
2047
Astoria Strategic Wealth
Texas
$302K – – –
KA
2048
Klingman & Associates
New York
$302K -$78 -1 -0%
MWM
2049
Maimon Wealth Management
Israel
$301K – – –
JF
2050
JSF Financial
California
$299K +$287K +3,706 New
80 81
82
83 84