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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
601
MorganRosel Wealth Management
Colorado
$290K +$47.9K +354 +17%
VBWMG
602
Von Berge Wealth Management Group
California
$286K +$13.1K +97 +4%
DCM
603
Donaldson Capital Management
Indiana
$284K -$129K -953 -29%
DWT
604
Dorsey & Whitney Trust
South Dakota
$282K – – –
DWM
605
Doyle Wealth Management
Florida
$282K +$812 +6 +0.3%
SWPG
606
Strategic Wealth Partners Group
Illinois
$279K – – –
NB
607
Nicolet Bankshares
Wisconsin
$278K -$15.8K -117 -5%
OA
608
Oxbow Advisors
Texas
$276K – – –
WP
609
Wealthspan Partners
Iowa
$276K +$10.2K +75 +3%
ORC
610
O'Rourke & Company
Massachusetts
$274K +$42.1K +311 +16%
HPWM
611
High Pines Wealth Management
Massachusetts
$273K – – –
FFMBT
612
First Farmers & Merchants Bank Trust
Tennessee
$271K +$135 +1 +0%
CG
613
Caprock Group
Idaho
$267K – – –
ECM
614
Evergreen Capital Management
Washington
$265K -$1.9K -14 -0.6%
IA
615
IFG Advisory
Georgia
$264K +$10.4K +77 +4%
FWTB
616
First Western Trust Bank
Colorado
$264K +$293K +2,166 New
LA
617
LexAurum Advisors
Kansas
$262K +$16.4K +121 +6%
DWP
618
Destiny Wealth Partners
Florida
$260K – – –
BTI
619
Blue Trust Inc
Georgia
$259K +$103K +759 +61%
BF
620
Brooklyn FI
New York
$258K +$232K +1,712 +422%
PPP
621
Private Portfolio Partners
New Jersey
$257K +$48.3K +357 +20%
SAM
622
Silvercrest Asset Management
New York
$257K – – –
OWP
623
Obermeyer Wealth Partners
Colorado
$255K – – –
WPP
624
Whalerock Point Partners
Rhode Island
$255K – – –
BSSFA
625
Baron Silver Stevens Financial Advisors
Florida
$252K +$3.79K +28 New
23 24
25
26 27