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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
2226
Richardson Financial Services
Massachusetts
$112K -$16.9K -228 -13%
Q1WB
2227
Quest 10 Wealth Builders
Virginia
$111K -$1.19K -16 -1%
HHCP
2228
Hilton Head Capital Partners
South Carolina
$110K +$11K +148 +11%
PWM
2229
Provident Wealth Management
Tennessee
$107K – – –
CSPIA
2230
Cary Street Partners Investment Advisory
Virginia
$107K – – –
CPG
2231
Cornerstone Planning Group
New Jersey
$105K +$368K +4,948 +1,066%
BG
2232
Bollard Group
Massachusetts
$105K +$109K +1,464 New
BIA
2233
Bell Investment Advisors
California
$101K – – –
CAC
2234
Core Alternative Capital
Georgia
$101K – – –
PWM
2235
Proathlete Wealth Management
Florida
$99.1K – – –
BCM
2236
Birch Capital Management
Texas
$95.6K -$17.2K -232 -15%
HAP
2237
Harbor Asset Planning
Massachusetts
$95K – – –
WA
2238
Westfuller Advisors
New York
$94.6K +$297 +4 +0.3%
RWS
2239
Retirement Wealth Solutions
Wisconsin
$93.7K -$49.3K -664 -34%
WSFG
2240
Wall Street Financial Group
Illinois
$93.6K +$96.9K +1,304 New
T
2241
TrustBank
Illinois
$91.9K – – –
ECA
2242
Elevated Capital Advisors
Utah
$91K – – –
NRG
2243
Nemes Rush Group
Michigan
$88.9K +$297 +4 +0.3%
GFA
2244
Gladwyn Financial Advisors
Virginia
$88.7K +$1.49K +20 +2%
IWM
2245
IMG Wealth Management
Florida
$88.2K – – –
SC
2246
Swan Capital
Florida
$85.5K +$297 +4 +0.3%
RCM
2247
Raleigh Capital Management
North Carolina
$85.4K +$65.1K +876 +281%
BC
2248
Broadwater Capital
Massachusetts
$84.2K – – –
BTD
2249
BankPlus Trust Department
Mississippi
$82.1K – – –
KA
2250
Kozak & Associates
Colorado
$81.6K +$892 +12 +1%
88 89
90
91 92