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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
2201
Quest 10 Wealth Builders
Virginia
$113K -$582 -8 -0.5%
BCM
2202
Birch Capital Management
Texas
$113K – – –
TAM
2203
Tucker Asset Management
Colorado
$113K +$20.1K +276 +21%
PWM
2204
Provident Wealth Management
Tennessee
$109K – – –
CSPIA
2205
Cary Street Partners Investment Advisory
Virginia
$108K – – –
FP
2206
Financial Perspectives
Minnesota
$105K +$8.44K +116 +9%
CFO
2207
CVA Family Office
Colorado
$105K +$291 +4 +0.3%
BIA
2208
Bell Investment Advisors
California
$102K – – –
CAC
2209
Core Alternative Capital
Georgia
$102K +$102K +1,400 New
HHCP
2210
Hilton Head Capital Partners
South Carolina
$101K +$101K +1,392 New
PWM
2211
Proathlete Wealth Management
Florida
$100K – – –
HAP
2212
Harbor Asset Planning
Massachusetts
$95.6K +$873 +12 +0.9%
EPG
2213
Estate Planners Group
Pennsylvania
$95.3K +$95.4K +1,312 New
WA
2214
Westfuller Advisors
New York
$95.2K +$582 +8 +0.6%
KCM
2215
Key Capital Management
Tennessee
$94.9K +$95.1K +1,308 New
T
2216
TrustBank
Illinois
$92.9K +$93.1K +1,280 New
ECA
2217
Elevated Capital Advisors
Utah
$92K +$92.2K +1,268 New
MCA
2218
Maryland Capital Advisors
Maryland
$91.7K – – –
JWM
2219
Jessup Wealth Management
Ohio
$90.3K +$90.5K +1,244 New
NRG
2220
Nemes Rush Group
Michigan
$89.7K +$14.3K +196 +19%
IWM
2221
IMG Wealth Management
Florida
$89.1K -$39.9K -548 -31%
GFA
2222
Gladwyn Financial Advisors
Virginia
$88.3K +$873 +12 +1%
SC
2223
Swan Capital
Florida
$86.1K +$582 +8 +0.7%
BC
2224
Broadwater Capital
Massachusetts
$84.2K – – –
BTD
2225
BankPlus Trust Department
Mississippi
$83K +$3.2K +44 +4%
87 88
89
90 91