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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
626
Talon Private Wealth
Florida
$476K +$451K +2,837 New
WB
627
WesBanco Bank
West Virginia
$476K -$12.6K -79 -3%
AWM
628
Apollon Wealth Management
South Carolina
$475K -$70.1K -441 -13%
KA
629
Klingman & Associates
New York
$474K -$2.54K -16 -0.6%
CCM
630
Coldstream Capital Management
Washington
$469K +$1.43K +9 +0.3%
HB
631
Horizon Bancorp
Indiana
$466K -$10.3K -65 -2%
IFPL
632
Investments & Financial Planning LLC
Kentucky
$466K -$76K -478 -15%
RCAG
633
Rehmann Capital Advisory Group
Michigan
$464K -$9.7K -61 -2%
IF
634
Ironwood Financial
Arizona
$463K +$439K +2,762 New
USCWA
635
U.S. Capital Wealth Advisors
Texas
$462K +$10.3K +65 +2%
NWAG
636
Net Worth Advisory Group
Utah
$461K +$437K +2,752 New
CIA
637
Compass Ion Advisors
Pennsylvania
$461K +$67.7K +426 +18%
TW
638
Traveka Wealth
California
$452K -$45.5K -286 -10%
PL
639
Plancorp LLC
Missouri
$452K -$14.6K -92 -3%
ESB
640
Essex Savings Bank
Connecticut
$452K +$428K +2,693 New
GWA
641
GGM Wealth Advisors
Maryland
$451K – – –
VPP
642
Vertex Planning Partners
Illinois
$449K – – –
NP
643
NorthRock Partners
Minnesota
$448K -$1.43K -9 -0.3%
TCWA
644
Turtle Creek Wealth Advisors
Texas
$443K -$23.5K -148 -5%
NB
645
Northwest Bancshares
Pennsylvania
$439K -$12.4K -78 -3%
FWI
646
Facet Wealth Inc
Maryland
$438K -$37.4K -235 -8%
MWM
647
MorganRosel Wealth Management
Colorado
$437K – – –
WLPWM
648
Walled Lake Planning & Wealth Management
Illinois
$434K -$318 -2 -0.1%
KWA
649
Kingswood Wealth Advisors
California
$432K +$410K +2,577 New
MWM
650
Mission Wealth Management
California
$431K +$12.9K +81 +3%
24 25
26
27 28