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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2276
Lazari Capital Management
California
$202K +$195K +2,509 New
AG
2277
AmeriFlex Group
Nevada
$202K -$11.1K -143 -5%
PGAM
2278
Princeton Global Asset Management
New Jersey
$200K – – –
WP
2279
WealthShield Partners
North Carolina
$200K -$250K -3,228 -57%
OCM
2280
Orion Capital Management
California
$199K -$155 -2 -0.1%
CMBA
2281
C.M. Bidwell & Associates
Hawaii
$197K -$7.91K -102 -4%
RP
2282
Rice Partnership
Hawaii
$187K -$78 -1 -0%
CYG
2283
Clean Yield Group
Vermont
$183K – – –
AF
2284
Align Financial
Minnesota
$180K -$78 -1 -0%
TWIM
2285
TIAA Wealth Investment Management
New York
$176K -$189K -2,442 -53%
HHGA
2286
Halbert Hargrove Global Advisors
California
$174K +$42.7K +551 +34%
AP
2287
Atwood & Palmer
Missouri
$170K – – –
CSPIA
2288
Cary Street Partners Investment Advisory
Virginia
$169K +$46.8K +604 +41%
FWA
2289
Flagship Wealth Advisors
Massachusetts
$168K +$162K +2,090 New
IFS
2290
Intelligent Financial Strategies
Minnesota
$161K +$388 +5 +0.3%
SIM
2291
Synergy Investment Management
Florida
$160K – – –
CTA
2292
Colonial Trust Advisors
South Carolina
$159K +$1.63K +21 +1%
GTAM
2293
Global Trust Asset Management
Florida
$155K – – –
TCM
2294
Triumph Capital Management
Colorado
$154K +$310 +4 +0.2%
SS
2295
SBI Securities
Japan
$152K -$930 -12 -0.6%
FM
2296
Family Management
New York
$151K – – –
TC
2297
Trust Company
Kansas
$150K +$14.6K +188 +11%
MEG
2298
Millstone Evans Group
Colorado
$149K – – –
HCM
2299
Hollencrest Capital Management
California
$148K -$55.5K -716 -28%
RFA
2300
Reyes Financial Architecture
California
$148K -$11.5K -148 -7%
90 91
92
93 94