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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
601
Lodestar Private Asset Management
California
$468K -$5.58K -38 -1%
SSI
602
Scott & Selber Inc
Texas
$468K – – –
CA
603
Continuum Advisory
Idaho
$468K -$672K -4,577 -60%
LTL
604
Lowery Thomas LLC
California
$465K -$95.7K -652 -18%
PL
605
Plancorp LLC
Missouri
$459K +$173K +1,176 +66%
WB
606
WesBanco Bank
West Virginia
$459K +$5.87K +40 +1%
PFA
607
Professional Financial Advisors
Nebraska
$457K +$587 +4 +0.1%
MCCA
608
Mill Creek Capital Advisors
Pennsylvania
$457K – – –
YWM
609
Yoder Wealth Management
California
$453K – – –
RCAG
610
Rehmann Capital Advisory Group
Michigan
$452K +$17.6K +120 +4%
EHAM
611
Eagle Harbor Asset Management
Washington
$452K -$21.3K -145 -5%
AWM
612
Apollon Wealth Management
South Carolina
$450K -$9.69K -66 -2%
EWM
613
Evermay Wealth Management
Virginia
$450K +$397K +2,705 +1,503%
NAMP
614
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$447K – – –
HIC
615
Holderness Investments Company
North Carolina
$445K +$147 +1 +0%
MA
616
Montag & Associates
Georgia
$443K – – –
BWM
617
BCS Wealth Management
Tennessee
$441K -$5.58K -38 -1%
NB
618
Northwest Bancshares
Pennsylvania
$441K -$7.93K -54 -2%
CCM
619
Coldstream Capital Management
Washington
$434K – – –
NP
620
NorthRock Partners
Minnesota
$423K -$24.1K -164 -6%
PP
621
Pegasus Partners
Wisconsin
$420K -$196K -1,338 -33%
BFA
622
Buttonwood Financial Advisors
Maryland
$419K +$70.3K +479 +22%
USCWA
623
U.S. Capital Wealth Advisors
Texas
$419K -$74K -504 -16%
VPP
624
Vertex Planning Partners
Illinois
$417K -$5.73K -39 -1%
FWI
625
Facet Wealth Inc
Maryland
$417K +$131K +891 +48%
23 24
25
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