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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
626
Compass Capital Corp
Massachusetts
$720K +$179K +923 +36%
SWM
627
Silverlake Wealth Management
Vermont
$720K +$18.6K +96 +3%
IWA
628
Independent Wealth Advisors
North Carolina
$714K +$16.4K +85 +2%
MCM
629
Manchester Capital Management
Vermont
$713K -$57.5K -297 -8%
PPW
630
Pasadena Private Wealth
California
$713K -$20.3K -105 -3%
CSF
631
Capital Squared Financial
Maryland
$711K +$160K +829 +30%
HNB
632
Huntington National Bank
Ohio
$708K – – –
TPA
633
Trivium Point Advisory
Connecticut
$707K -$60K -310 -8%
DAS
634
Dynamic Advisor Solutions
Arizona
$706K +$3.68K +19 +0.5%
EPM
635
Elm Partners Management
Pennsylvania
$706K +$3.48K +18 +0.5%
SWGC
636
Summit Wealth Group (Colorado)
Colorado
$706K +$4.64K +24 +0.7%
BBPWM
637
Blue Bell Private Wealth Management
Pennsylvania
$698K – – –
MFS
638
McNamara Financial Services
Massachusetts
$697K -$39.3K -203 -5%
CRC
639
Curi RMB Capital
Illinois
$697K -$84K -434 -11%
TRCT
640
Tower Research Capital (TRC)
New York
$695K +$679K +3,508 +50,114%
CCWM
641
Cassaday & Co Wealth Management
Virginia
$694K – – –
C
642
Croban
Ohio
$692K +$27.5K +142 +4%
IAG
643
Investmark Advisory Group
Connecticut
$691K -$75.1K -388 -10%
CCA
644
Collaborative Capital Advisors
New York
$690K +$676K +3,494 New
ICMM
645
Integrated Capital Management (Michigan)
Michigan
$686K -$1.35K -7 -0.2%
SAM
646
SVRN Asset Management
Texas
$684K – – –
KFI
647
Key Financial Inc
Pennsylvania
$682K -$49.3K -255 -7%
EF
648
Empowered Funds
Pennsylvania
$681K -$826K -4,271 -55%
IIA
649
Integral Investment Advisors
California
$681K +$25.2K +130 +4%
SAM
650
S.A. Mason
Michigan
$681K – – –
24 25
26
27 28