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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
576
WesBanco Bank
West Virginia
$331K -$9.61K -71 -3%
BFA
577
Beaumont Financial Advisors
Massachusetts
$330K +$367K +2,711 New
SCG
578
Sonata Capital Group
Washington
$329K – – –
CCFM
579
Clear Creek Financial Management
Washington
$328K -$29.9K -221 -8%
BC
580
Bartlett & Co
Ohio
$323K – – –
BCWM
581
Bartlett & Co Wealth Management
Ohio
$323K – – –
OLA
582
Oliver Luxxe Assets
New Jersey
$322K +$61.5K +454 +21%
BFM
583
Broadview Financial Management
Wisconsin
$320K +$2.03K +15 +0.6%
VNA
584
Valley National Advisers
Pennsylvania
$318K +$338K +2,500 New
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$317K – – –
LSPW
586
Lake Street Private Wealth
Illinois
$313K – – –
MCM
587
Maryland Capital Management
Maryland
$313K +$4.6K +34 +1%
EPP
588
ETF Portfolio Partners
Kansas
$311K +$17.7K +131 +5%
PFA
589
Professional Financial Advisors
Nebraska
$311K +$18.5K +137 +6%
NRI
590
NFP Retirement Inc
California
$309K – – –
NDSI
591
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$1.22K +9 +0.4%
JWA
592
JFS Wealth Advisors
Pennsylvania
$308K – – –
GL
593
Graypoint LLC
New York
$308K +$343K +2,532 New
FA
594
FC Advisory
Pennsylvania
$307K -$123K -910 -27%
ICM
595
Intrepid Capital Management
Florida
$305K +$339K +2,502 New
RRA
596
Round Rock Advisors
Connecticut
$302K +$812 +6 +0.2%
WSTAM
597
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$3.65K -27 -1%
EW
598
Evoke Wealth
California
$300K – – –
RCAG
599
Rehmann Capital Advisory Group
Michigan
$297K – – –
EAM
600
Evanson Asset Management
California
$291K +$1.08K +8 +0.3%
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