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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VR
2151
Valued Retirements
Texas
$200K +$201K +2,764 New
WAG
2152
Windsor Advisory Group
Ohio
$199K +$200K +2,748 New
UCB
2153
United Community Bank
South Carolina
$194K +$15.1K +208 +8%
FG
2154
Fairman Group
Pennsylvania
$193K -$66.9K -920 -26%
MFA
2155
Morling Financial Advisors
California
$189K -$32.6K -448 -15%
1L
2156
10Elms LLP
Oklahoma
$186K – – –
PGAM
2157
Princeton Global Asset Management
New Jersey
$185K -$29.1K -400 -14%
CMBA
2158
C.M. Bidwell & Associates
Hawaii
$185K +$291 +4 +0.2%
RF
2159
Rossby Financial
Florida
$185K -$19.5K -268 -10%
TF
2160
Tompkins Financial
New York
$183K – – –
PPC
2161
Park Place Capital
Alabama
$181K +$291 +4 +0.2%
OCM
2162
Orion Capital Management
California
$180K +$582 +8 +0.3%
RLIM
2163
Red Lighthouse Investment Management
New York
$178K – – –
AF
2164
Align Financial
Minnesota
$177K +$177K +2,440 New
AG
2165
AmeriFlex Group
Nevada
$176K -$176K -2,424 -50%
GF
2166
GGM Financials
Ohio
$171K +$90.8K +1,248 +112%
DI
2167
DAGCO Inc
Ohio
$171K -$6.4K -88 -4%
RP
2168
Rice Partnership
Hawaii
$168K -$4.66K -64 -3%
CYG
2169
Clean Yield Group
Vermont
$165K – – –
RIA
2170
Realta Investment Advisors
Delaware
$163K +$291 +4 +0.2%
RFA
2171
Reyes Financial Architecture
California
$146K -$3.2K -44 -2%
CTWM
2172
Cherry Tree Wealth Management
Minnesota
$145K – – –
IFS
2173
Intelligent Financial Strategies
Minnesota
$144K +$582 +8 +0.4%
RWS
2174
Retirement Wealth Solutions
Wisconsin
$143K +$54.1K +744 +61%
CTA
2175
Colonial Trust Advisors
South Carolina
$142K +$1.16K +16 +0.8%
85 86
87
88 89