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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
NPFS
2101
Novak & Powell Financial Services
Florida
$267K +$78 +1 +0%
OWP
2102
Obermeyer Wealth Partners
Colorado
$267K – – –
SWIG
2103
Strategic Wealth Investment Group
Kentucky
$267K – – –
CA
2104
Calton & Associates
Florida
$266K -$32.1K -414 -11%
MGWA
2105
Monument Group Wealth Advisors
Massachusetts
$265K -$200K -2,581 -75%
SFP
2106
Strategic Financial Partners
Oregon
$265K +$3.88K +50 +2%
CPC
2107
Consolidated Planning Corp
Georgia
$265K – – –
RWB
2108
RMR Wealth Builders
New Jersey
$264K +$10.5K +135 +4%
SPC
2109
Spirepoint Private Client
Florida
$264K +$34.7K +448 +16%
PF
2110
PlanVest Financial
Maryland
$264K +$42.6K +550 +20%
RCG
2111
Regatta Capital Group
California
$263K +$4.96K +64 +2%
DCA
2112
DB&C Advisors
Michigan
$263K -$78 -1 -0%
FCC
2113
Flower City Capital
New York
$263K -$465 -6 -0.2%
TAFW
2114
Tred Avon Family Wealth
Maryland
$263K -$478K -6,160 -65%
TLFA
2115
True Link Financial Advisors
California
$262K -$72.6K -936 -22%
WCG
2116
Weaver Consulting Group
California
$262K +$1.47K +19 +0.6%
PMSA
2117
Patrick M. Sweeney & Associates
Illinois
$261K +$78 +1 +0%
HBT
2118
Heartland Bank & Trust
Illinois
$261K -$2.17K -28 -0.9%
CCA
2119
Cypress Capital Advisors
Tennessee
$261K – – –
NCM
2120
Next Capital Management
New York
$261K +$155 +2 +0.1%
GIM
2121
Guild Investment Management
California
$260K +$250K +3,228 New
TIAAOA
2122
Teachers Insurance & Annuity Association of America
New York
$260K – – –
BWM
2123
Buska Wealth Management
Wisconsin
$259K +$249K +3,218 New
MCA
2124
Midwest Capital Advisors
Michigan
$259K – – –
BAM
2125
Bosun Asset Management
Illinois
$258K – – –
83 84
85
86 87