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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
2026
Hanson & Doremus Investment Management
Vermont
$49K – – –
LI
2027
LRI Investments
Florida
$48.4K +$537 +8 +1%
RWA
2028
Redmont Wealth Advisors
Illinois
$48.4K +$50.2K +748 New
PP
2029
PFS Partners
New Jersey
$48K +$268 +4 +0.5%
RPCA
2030
Running Point Capital Advisors
California
$46K – – –
SIS
2031
Strategic Investment Solutions
Illinois
$45K – – –
AWM
2032
Angeles Wealth Management
California
$42.2K – – –
HBW
2033
Hazlett, Burt & Watson
West Virginia
$42K -$11K -164 -20%
APW
2034
Atlantic Private Wealth
North Carolina
$40.1K +$41.6K +620 New
CPG
2035
Cornerstone Planning Group
New Jersey
$39.3K +$7.79K +116 +22%
PBK
2036
Peoples Bank (Kansas)
Kansas
$38.8K – – –
SRCM
2037
Signature Resources Capital Management
California
$38K +$18K +268 +84%
OAJ
2038
Ogorek Anthony Joseph
New York
$38K -$16.1K -240 -29%
MEG
2039
Millstone Evans Group
Colorado
$37.6K -$5.91K -88 -13%
OCM
2040
Orion Capital Management
California
$37K – – –
BCM
2041
Blume Capital Management
California
$35.9K – – –
AC
2042
Arjuna Capital
North Carolina
$35.7K +$37K +552 New
AT
2043
Avalon Trust
New Mexico
$34.4K -$71.7K -1,068 -67%
FPF
2044
First Pacific Financial
Washington
$34.1K +$35.4K +528 New
HWM
2045
Hemington Wealth Management
Virginia
$34K – – –
POIA
2046
Pin Oak Investment Advisors
Texas
$34K – – –
MSG
2047
Main Street Group
Virginia
$33.8K -$8.05K -120 -19%
ETS
2048
ESL Trust Services
New York
$33.6K – – –
PFA
2049
Pillar Financial Advisors
Kentucky
$32.8K -$29.5K -440 -46%
PA
2050
Pineridge Advisors
Missouri
$32K +$4.03K +60 +14%
80 81
82
83 84