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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
551
Oliver Luxxe Assets
New Jersey
$247K +$707 +5 +0.3%
LWMG
552
Levy Wealth Management Group
Pennsylvania
$246K -$3.25K -23 -1%
SAM
553
Silvercrest Asset Management
New York
$243K +$34.6K +245 +16%
MCM
554
MAI Capital Management
Ohio
$243K +$245K +1,732 New
MC
555
Moors & Cabot
Massachusetts
$241K +$242K +1,712 New
DP
556
Dearborn Partners
Illinois
$228K – – –
WIC
557
Woodmont Investment Counsel
Tennessee
$226K +$989 +7 +0.4%
OWP
558
Obermeyer Wealth Partners
Colorado
$225K – – –
NF
559
Nikulski Financial
Iowa
$224K -$117K -830 -34%
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$222K +$57.4K +406 +35%
JG
561
Jefferies Group
New York
$220K +$221K +1,565 New
CTC
562
Central Trust Company
Missouri
$218K +$9.61K +68 +5%
LSPW
563
Lake Street Private Wealth
Illinois
$217K +$3.53K +25 +2%
OC
564
Oppenheimer & Co
New York
$215K +$216K +1,529 New
VVP
565
Venture Visionary Partners
Ohio
$214K -$3.39K -24 -2%
ECG
566
Edge Capital Group
Georgia
$213K -$106K -747 -33%
AHC
567
Anderson Hoagland & Co
Missouri
$211K – – –
FI
568
Financial Insights
Washington
$211K +$21.2K +150 New
LS
569
Leelyn Smith
Illinois
$210K +$211K +1,495 New
AC
570
Abbrea Capital
California
$209K – – –
SEM
571
Strategic Equity Management
Arizona
$205K +$206K +1,456 New
BFM
572
Broadview Financial Management
Wisconsin
$205K +$206K +1,459 New
HTC
573
Haverford Trust Company
Pennsylvania
$205K +$206K +1,459 New
MSA
574
Marino Stram & Associates
Massachusetts
$202K -$811K -5,741 -80%
YWP
575
YorkBridge Wealth Partners
New York
$202K -$14.3K -101 -7%
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