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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
526
Montag & Associates
Georgia
$134K +$127K +1,130 New
BAM
527
Belpointe Asset Management
Nevada
$133K +$4.71K +42 +4%
ICP
528
Interchange Capital Partners
Pennsylvania
$127K +$120K +1,075 New
SBL
529
Sargent Bickham Lagudis
Colorado
$126K – – –
LB
530
Legacy Bridge
Iowa
$120K – – –
CFFP
531
Center for Financial Planning
Michigan
$119K -$138K -1,236 -55%
BAMG
532
Brand Asset Management Group
Missouri
$118K – – –
CFA
533
Carroll Financial Associates
North Carolina
$118K +$8.06K +72 +8%
CA
534
Clearstead Advisors
Ohio
$117K – – –
JGIA
535
Jackson Grant Investment Advisers
Connecticut
$115K +$672 +6 +0.6%
AWA
536
Arkadios Wealth Advisors
Georgia
$115K +$77K +687 +239%
FWM
537
FSA Wealth Management
Massachusetts
$115K +$108K +968 New
FPB
538
First PREMIER Bank
South Dakota
$113K – – –
NSIM
539
North Star Investment Management
Illinois
$113K +$448 +4 +0.4%
TF
540
TimeScale Financial
Massachusetts
$112K +$672 +6 +0.6%
PMFA
541
Plante Moran Financial Advisors
Michigan
$104K +$1.23K +11 +1%
BWM
542
Baystate Wealth Management
Massachusetts
$98K +$10.9K +97 +13%
FP
543
Financial Perspectives
Minnesota
$96.4K – – –
FFA
544
Founders Financial Alliance
North Carolina
$95K – – –
MCC
545
Money Concepts Capital
Florida
$94K +$88.9K +794 New
SSC
546
Syverson Strege & Co
Iowa
$93K +$87.9K +785 New
1IA
547
1834 Investment Advisors
Wisconsin
$88K +$672 +6 +0.8%
CCM
548
Covington Capital Management
California
$83K – – –
TCOV
549
Trust Company of Vermont
Vermont
$83K +$5.94K +53 +8%
VFA
550
Valeo Financial Advisors
Indiana
$80K +$12.2K +109 +19%
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