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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
626
Lake Street Private Wealth
Illinois
$307K – – –
EAM
627
Evanson Asset Management
California
$307K +$10.1K +69 +3%
QWM
628
Quaker Wealth Management
New Jersey
$306K +$294 +2 +0.1%
CPP
629
Capasso Planning Partners
South Carolina
$306K +$50.3K +342 +20%
MC
630
Moors & Cabot
Massachusetts
$305K -$9.41K -64 -3%
DWM
631
Doyle Wealth Management
Florida
$305K +$300K +2,041 New
MCM
632
Maryland Capital Management
Maryland
$304K -$4.56K -31 -2%
MMPW
633
Mitchell McLeod Pugh & Williams
Alabama
$301K – – –
SA
634
Strategic Advisors
New York
$301K – – –
LS
635
Leelyn Smith
Illinois
$300K – – –
NAS
636
Nicolet Advisory Services
Wisconsin
$300K +$294 +2 +0.1%
NWA
637
Navis Wealth Advisors
New York
$299K – – –
SC
638
Sierra Capital
Florida
$298K +$54.7K +372 +23%
OLA
639
Oliver Luxxe Assets
New Jersey
$297K -$4.71K -32 -2%
ECM
640
Evergreen Capital Management
Washington
$295K – – –
HWA
641
Heritage Wealth Advisors
Virginia
$292K – – –
FPCG
642
Fort Pitt Capital Group
Pennsylvania
$289K -$1.32K -9 -0.5%
SIC
643
Sterling Investment Counsel
New York
$289K -$882 -6 -0.3%
SAM
644
Seelaus Asset Management
New Jersey
$288K -$40.7K -277 -13%
IFWM
645
Institute for Wealth Management
Colorado
$287K – – –
KCM
646
Kennicott Capital Management
California
$287K – – –
IA
647
IFG Advisory
Georgia
$285K +$4.26K +29 +2%
BFO
648
Biltmore Family Office
North Carolina
$284K -$147K -999 -34%
BPWM
649
Badgley Phelps Wealth Managers
Washington
$284K -$8.82K -60 -3%
QCIG
650
Quad-Cities Investment Group
Iowa
$284K +$1.76K +12 +0.6%
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