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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
426
Cedar Brook Financial Partners
Ohio
$881K +$43.2K +294 +5%
EBA
427
Eagle Bay Advisors
New York
$881K +$312K +2,119 +56%
MWM
428
Meridian Wealth Management
Kentucky
$879K +$882 +6 +0.1%
GPA
429
Guidance Point Advisors
Massachusetts
$866K +$3.82K +26 +0.5%
WFPG
430
Waller Financial Planning Group
Ohio
$861K +$22.6K +154 +3%
CWM
431
Chemistry Wealth Management
New York
$859K +$844K +5,739 New
CHA
432
Carmichael Hill & Associates
Maryland
$850K +$12.2K +83 +1%
SWP
433
Summit Wealth Partners
Florida
$841K +$118K +799 +17%
SCM
434
Southport Capital Management
Tennessee
$840K -$642K -4,367 -44%
GTAM
435
Global Trust Asset Management
Florida
$835K +$802K +5,454 +4,294%
HWA
436
Heartwood Wealth Advisors
Virginia
$834K +$22.9K +156 +3%
CFO
437
Collective Family Office
Pennsylvania
$827K +$294K +2,000 +57%
SIA
438
SkyView Investment Advisors
New Jersey
$827K +$849K +5,772 New
CHC
439
City Holding Co
West Virginia
$821K – – –
PIMG
440
Patriot Investment Management Group
Tennessee
$814K -$6.32K -43 -0.8%
MSFS
441
Main Street Financial Solutions
Pennsylvania
$813K +$27.8K +189 +4%
FWTB
442
First Western Trust Bank
Colorado
$808K +$784K +5,331 New
FLA
443
Financial Life Advisors
Texas
$806K -$18.2K -124 -2%
RCA
444
Rex Capital Advisors
Rhode Island
$804K – – –
FIBT
445
First International Bank & Trust
North Dakota
$802K – – –
BP
446
BBR Partners
New York
$801K +$787K +5,354 New
BCA
447
Bay Colony Advisors
Massachusetts
$784K +$1.18K +8 +0.2%
EVC
448
Eidelman Virant Capital
Missouri
$780K +$280K +1,901 +57%
BAS
449
Brown Advisory Securities
Maryland
$775K – – –
IFG
450
Independent Financial Group
California
$772K +$9.56K +65 +1%
16 17
18
19 20