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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
551
Berkeley Capital Partners
Georgia
$382K -$948 -7 -0.2%
GWA
552
GGM Wealth Advisors
Maryland
$370K +$30.9K +228 +9%
BFA
553
Beacon Financial Advisory
Ohio
$367K -$135K -995 -27%
SSI
554
Scott & Selber Inc
Texas
$365K – – –
YIH
555
Y-Intercept (HK)
Hong Kong
$363K +$404K +2,981 New
FPCG
556
Forum Private Client Group
Indiana
$361K +$54.7K +404 +16%
KA
557
Klingman & Associates
New York
$360K +$3.93K +29 +1%
SIC
558
Salem Investment Counselors
North Carolina
$359K +$252K +1,862 +171%
RC
559
RegentAtlantic Capital
New Jersey
$358K +$398K +2,942 New
CW
560
CreativeOne Wealth
Kansas
$357K -$178K -1,313 -31%
RMDI
561
R.M. Davis Inc
Maine
$357K -$1.35K -10 -0.3%
MA
562
MCF Advisors
Kentucky
$357K – – –
ACM
563
Advisors Capital Management
New Jersey
$355K +$135K +1,000 +64%
PB
564
Pinnacle Bancorp
Nebraska
$352K +$16.8K +124 +4%
BAM
565
Belpointe Asset Management
Nevada
$350K -$106K -784 -21%
BWM
566
BCS Wealth Management
Tennessee
$349K – – –
FW
567
FirstPurpose Wealth
Utah
$349K +$35.9K +265 +10%
SG
568
StoneX Group
New York
$347K -$103K -761 -21%
FPAS
569
Focus Partners Advisor Solutions
Missouri
$346K +$2.98K +22 +0.8%
DY
570
Dowling & Yahnke
California
$346K +$44.5K +329 +13%
PTC
571
Private Trust Company
Ohio
$342K -$15.4K -114 -4%
WLPWM
572
Walled Lake Planning & Wealth Management
Illinois
$339K -$2.44K -18 -0.6%
WB
573
WesBanco Bank
West Virginia
$331K -$9.61K -71 -3%
BFA
574
Beaumont Financial Advisors
Massachusetts
$330K +$367K +2,711 New
SCG
575
Sonata Capital Group
Washington
$329K – – –
21 22
23
24 25