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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
601
Autumn Glory Partners
Texas
$737K – – –
SFP
602
Strategic Financial Partners
Oregon
$733K -$37.9K -203 -5%
RIM
603
Rockbridge Investment Management
New York
$733K -$1.31K -7 -0.2%
CRC
604
Curi RMB Capital
Illinois
$730K +$127K +682 +21%
PI
605
PFG Investments
New York
$726K +$64.1K +343 +10%
CFGA
606
Cambridge Financial Group (Arizona)
Arizona
$725K -$213K -1,140 -22%
MCM
607
Manchester Capital Management
Vermont
$720K -$39.6K -212 -5%
TPA
608
Trivium Point Advisory
Connecticut
$716K -$51.6K -276 -7%
IAG
609
Investmark Advisory Group
Connecticut
$716K -$934 -5 -0.1%
AL
610
Aspiriant LLC
California
$709K – – –
SAW
611
Signal Advisors Wealth
Michigan
$699K +$419K +2,242 +144%
RWP
612
RWA Wealth Partners
Massachusetts
$695K +$10.1K +54 +1%
AF
613
Amara Financial
California
$692K +$3.92K +21 +0.6%
FA
614
FDx Advisors
Illinois
$691K +$3.18K +17 +0.5%
KW
615
Keyvantage Wealth
Pennsylvania
$690K -$23.4K -125 -3%
MFS
616
McNamara Financial Services
Massachusetts
$688K -$8.78K -47 -1%
CA
617
Continuum Advisory
Idaho
$687K +$126K +672 +22%
FWI
618
Facet Wealth Inc
Maryland
$686K +$164K +877 +31%
KCM
619
Kendall Capital Management
Maryland
$686K -$169K -905 -20%
PPW
620
Pasadena Private Wealth
California
$685K -$10.1K -54 -1%
TI
621
Truepoint Inc
Ohio
$683K -$2.24K -12 -0.3%
KFI
622
Key Financial Inc
Pennsylvania
$683K – – –
RA
623
RFG Advisory
Alabama
$681K -$135K -721 -16%
TBT
624
Texas Bank & Trust
Texas
$676K -$171K -918 -20%
RIS
625
Richmond Investment Services
Wisconsin
$675K – – –
23 24
25
26 27