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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
2101
Cardinal Point Capital Management
Ontario, Canada
$228K -$48.1K -648 -17%
BAM
2102
Beaumont Asset Management
Texas
$227K +$16.3K +220 +7%
RWB
2103
RMR Wealth Builders
New Jersey
$226K -$41.9K -564 -15%
MC
2104
Middleton & Co
Massachusetts
$225K – – –
RIL
2105
Rothschild Investment LLC
Illinois
$225K +$5.35K +72 +2%
CAM
2106
Carret Asset Management
New York
$225K – – –
HI
2107
Hudock Inc
Pennsylvania
$225K +$594 +8 +0.3%
XT
2108
XTX Topco
Cayman Islands
$225K -$111K -1,488 -32%
PFG
2109
Prospect Financial Group
Virginia
$224K – – –
BAM
2110
Brave Asset Management
New Jersey
$224K +$232K +3,120 New
FLA
2111
Financial Life Advisors
Texas
$223K – – –
BF
2112
Brooklyn FI
New York
$223K – – –
SPWM
2113
Schrum Private Wealth Management
Florida
$223K +$230K +3,100 New
AIM
2114
Allen Investment Management
New York
$223K +$230K +3,100 New
SL
2115
Summitry LLC
California
$223K +$230K +3,100 New
HCM
2116
Hengehold Capital Management
Ohio
$223K +$594 +8 +0.3%
TCM
2117
Towneley Capital Management
California
$222K +$892 +12 +0.4%
ONSWM
2118
Old North State Wealth Management
North Carolina
$222K +$594 +8 +0.3%
SC
2119
Shearwater Capital
Colorado
$222K +$230K +3,096 New
CWM
2120
C2C Wealth Management
Arizona
$222K – – –
WIM
2121
Waycross Investment Management
Washington
$221K – – –
MCM
2122
Mattern Capital Management
Colorado
$221K – – –
RMAM
2123
Raab & Moskowitz Asset Management
New Jersey
$221K – – –
NPF
2124
Norris Perne & French
Michigan
$221K -$256K -3,448 -53%
GWA
2125
Gutierrez Wealth Advisory
Arkansas
$220K +$892 +12 +0.4%
83 84
85
86 87