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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
576
Clear Creek Financial Management
Washington
$328K -$29.9K -221 -8%
BC
577
Bartlett & Co
Ohio
$323K – – –
BCWM
578
Bartlett & Co Wealth Management
Ohio
$323K – – –
OLA
579
Oliver Luxxe Assets
New Jersey
$322K +$61.5K +454 +21%
BFM
580
Broadview Financial Management
Wisconsin
$320K +$2.03K +15 +0.6%
VNA
581
Valley National Advisers
Pennsylvania
$318K +$338K +2,500 New
SBIA
582
Sheaff Brock Investment Advisors
Indiana
$317K – – –
LSPW
583
Lake Street Private Wealth
Illinois
$313K – – –
MCM
584
Maryland Capital Management
Maryland
$313K +$4.6K +34 +1%
EPP
585
ETF Portfolio Partners
Kansas
$311K +$17.7K +131 +5%
PFA
586
Professional Financial Advisors
Nebraska
$311K +$18.5K +137 +6%
NRI
587
NFP Retirement Inc
California
$309K – – –
JWA
588
JFS Wealth Advisors
Pennsylvania
$308K – – –
GL
589
Graypoint LLC
New York
$308K +$343K +2,532 New
FA
590
FC Advisory
Pennsylvania
$307K -$123K -910 -27%
ICM
591
Intrepid Capital Management
Florida
$305K +$339K +2,502 New
RRA
592
Round Rock Advisors
Connecticut
$302K +$812 +6 +0.2%
WSTAM
593
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$3.65K -27 -1%
EW
594
Evoke Wealth
California
$300K – – –
RCAG
595
Rehmann Capital Advisory Group
Michigan
$297K – – –
EAM
596
Evanson Asset Management
California
$291K +$1.08K +8 +0.3%
MWM
597
MorganRosel Wealth Management
Colorado
$290K +$47.9K +354 +17%
VBWMG
598
Von Berge Wealth Management Group
California
$286K +$13.1K +97 +4%
DCM
599
Donaldson Capital Management
Indiana
$284K -$129K -953 -29%
DWT
600
Dorsey & Whitney Trust
South Dakota
$282K – – –
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