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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
601
Doyle Wealth Management
Florida
$282K +$812 +6 +0.3%
SWPG
602
Strategic Wealth Partners Group
Illinois
$279K – – –
NB
603
Nicolet Bankshares
Wisconsin
$278K -$15.8K -117 -5%
OA
604
Oxbow Advisors
Texas
$276K – – –
WP
605
Wealthspan Partners
Iowa
$276K +$10.2K +75 +3%
ORC
606
O'Rourke & Company
Massachusetts
$274K +$42.1K +311 +16%
HPWM
607
High Pines Wealth Management
Massachusetts
$273K – – –
FFMBT
608
First Farmers & Merchants Bank Trust
Tennessee
$271K +$135 +1 +0%
CG
609
Caprock Group
Idaho
$267K – – –
ECM
610
Evergreen Capital Management
Washington
$265K -$1.9K -14 -0.6%
IA
611
IFG Advisory
Georgia
$264K +$10.4K +77 +4%
FWTB
612
First Western Trust Bank
Colorado
$264K +$293K +2,166 New
LA
613
LexAurum Advisors
Kansas
$262K +$16.4K +121 +6%
DWP
614
Destiny Wealth Partners
Florida
$260K – – –
BTI
615
Blue Trust Inc
Georgia
$259K +$103K +759 +61%
BF
616
Brooklyn FI
New York
$258K +$232K +1,712 +422%
PPP
617
Private Portfolio Partners
New Jersey
$257K +$48.3K +357 +20%
SAM
618
Silvercrest Asset Management
New York
$257K – – –
OWP
619
Obermeyer Wealth Partners
Colorado
$255K – – –
WPP
620
Whalerock Point Partners
Rhode Island
$255K – – –
CM
621
Cornerstone Management
Georgia
$252K -$5.01K -37 -2%
W
622
WealthOne
New York
$250K -$18K -133 -6%
MW
623
Milestone Wealth
New York
$250K – – –
CPP
624
Capasso Planning Partners
South Carolina
$250K +$541 +4 +0.2%
NAS
625
Nicolet Advisory Services
Wisconsin
$250K +$23.3K +172 +9%
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