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VANGUARD INDEX FDS MID CAP (VO)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
WELLS FARGO & COMPANY/MN 23,769,972-5,918,1595,233,197,147,0001.44  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 14,645,505166,2503,224,354,294,0000.34  Hist 06/30/2023
MORGAN STANLEY 6,531,220-284,9331,437,913,944,0000.14  Hist 06/30/2023
UBS Group AG 5,787,262-101,8911,274,123,602,0000.43  Hist 06/30/2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,630,531163,0511,019,457,288,0001.32  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 3,334,75142,414734,681,973,0000.23  Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 3,360,350200,915684,892,667,0000.63  Hist 12/31/2022
PNC FINANCIAL SERVICES GROUP, INC. 2,589,712-37,051570,150,905,0000.49  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 2,365,140168,235520,709,162,0000.23  Hist 06/30/2023
LPL Financial LLC 2,334,49654,292492,391,783,0000.38  Hist 03/31/2023
JPMORGAN CHASE & CO 2,168,68872,419477,458,351,0000.05  Hist 06/30/2023
Bank of New York Mellon Corp 2,037,198-5,663448,509,557,0000.09  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 1,729,968238,130352,627,680,0000.71  Hist 12/31/2022
ROYAL BANK OF CANADA 1,393,613118,510306,817,000,0000.08  Hist 06/30/2023
Allworth Financial LP 1,072,245536,232236,065,319,0002.00  Hist 06/30/2023
CIBC Private Wealth Group, LLC 1,031,94770,300227,193,471,0000.50  Hist 06/30/2023
Mariner, LLC 849,571134,102187,041,416,0000.50  Hist 06/30/2023
Catalyst Capital Advisors LLC 828,94013,995182,499,430,0005.30  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 690,707-6,451152,164,610,000   Hist 06/30/2023
GOLDMAN SACHS GROUP INC 678,767-92,895143,165,516,0000.03  Hist 03/31/2023
STIFEL FINANCIAL CORP 610,072-5,798134,314,867,0000.18  Hist 06/30/2023
HighTower Advisors, LLC 595,459181,143131,080,000,0000.26  Hist 06/30/2023
FIFTH THIRD BANCORP 629,812171,001128,361,984,0000.62  Hist 12/31/2022
Wealthspire Advisors, LLC 556,9433,986117,470,482,0002.02  Hist 03/31/2023
Beacon Pointe Advisors, LLC 550,32630,025116,078,543,0001.98  Hist 03/31/2023
TRUIST FINANCIAL CORP 563,0724,261114,759,738,0000.20  Hist 12/31/2022
1832 Asset Management L.P. 533,492-7,198112,524,132,0000.23  Hist 03/31/2023
Bleakley Financial Group, LLC 458,29031,534100,897,182,0003.15  Hist 06/30/2023
CULLEN/FROST BANKERS, INC. 434,9648,21395,761,549,0001.63  Hist 06/30/2023
CBIZ Investment Advisory Services, LLC 429,7547,97594,614,535,0008.06  Hist 06/30/2023
MONETA GROUP INVESTMENT ADVISORS LLC 416,34418,05491,662,186,0002.03  Hist 06/30/2023
Cresset Asset Management, LLC 399,0291,78087,850,242,0000.11  Hist 06/30/2023
Baird Financial Group, Inc. 367,779-13,60580,970,225,0000.21  Hist 06/30/2023
Cerity Partners LLC 367,063152,81780,812,096,0000.31  Hist 06/30/2023
Larson Financial Group LLC 358,39539,84978,904,190,0007.88  Hist 06/30/2023
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