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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
426
Towerpoint Wealth
California
$127K +$125K +1,127 New
SFS
427
Sowell Financial Services
Arkansas
$125K +$123K +1,106 New
LB
428
Legacy Bridge
Iowa
$123K – – –
VCM
429
Vigilant Capital Management
Maine
$113K – – –
BAMG
430
Brand Asset Management Group
Missouri
$112K -$11.1K -100 -9%
BAM
431
Belpointe Asset Management
Nevada
$112K +$110K +987 New
FPB
432
First PREMIER Bank
South Dakota
$111K – – –
GWM
433
Geneos Wealth Management
Colorado
$109K +$9.55K +86 +10%
CFGS
434
Concourse Financial Group Securities
Alabama
$108K -$175K -1,574 -62%
TA
435
Thor Advisors
New York
$107K +$105K +947 New
JGIA
436
Jackson Grant Investment Advisers
Connecticut
$105K +$1K +9 +1%
TL
437
TrueWealth LLC
Georgia
$104K +$555 +5 +0.5%
CFA
438
Carroll Financial Associates
North Carolina
$102K -$17.4K -157 -15%
TSW
439
Thompson Siegel & Walmsley
Virginia
$99K – – –
TWA
440
TCI Wealth Advisors
Arizona
$97K – – –
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$21.9K +197 +30%
CMBA
442
C.M. Bidwell & Associates
Hawaii
$95K +$3.11K +28 +3%
PA
443
Parallel Advisors
California
$94K -$8K -72 -8%
JCM
444
Jacobi Capital Management
Pennsylvania
$90K -$25.5M -229,668 -100%
PMFA
445
Plante Moran Financial Advisors
Michigan
$90K +$88.3K +795 New
PB
446
Pinnacle Bancorp
Nebraska
$89K – – –
AIM
447
Advantage Investment Management
Iowa
$82K -$50K -450 -38%
AF
448
Allworth Financial
California
$82K +$69.9K +629 +629%
SIAS
449
Shine Investment Advisory Services
Colorado
$74K – – –
BCA
450
Berman Capital Advisors
Georgia
$73K – – –
16 17
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