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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
651
Anderson Hoagland & Co
Missouri
$218K – – –
WP
652
WealthSource Partners
California
$217K +$212K +1,441 New
YWP
653
YorkBridge Wealth Partners
New York
$215K – – –
B
654
Bailard
California
$215K +$210K +1,429 New
VFA
655
Valeo Financial Advisors
Indiana
$214K +$209K +1,422 New
CA
656
Clearstead Advisors
Ohio
$212K +$294 +2 +0.1%
AWA
657
Acorn Wealth Advisors
Michigan
$212K +$207K +1,410 New
CB
658
Cadence Bank
Mississippi
$211K +$206K +1,401 New
OHWP
659
Oak Harbor Wealth Partners
North Carolina
$211K +$206K +1,405 New
EWM
660
Endowment Wealth Management
Wisconsin
$210K +$206K +1,400 New
KPW
661
Kore Private Wealth
New York
$209K +$204K +1,392 New
CAM
662
Cozad Asset Management
Illinois
$207K +$202K +1,378 New
CGA
663
Crescent Grove Advisors
Illinois
$207K +$202K +1,378 New
FLPIM
664
F.L. Putnam Investment Management
Massachusetts
$206K +$201K +1,369 New
CWP
665
Concord Wealth Partners
Virginia
$205K +$201K +1,366 New
HSWM
666
Hubbell Strickland Wealth Management
Louisiana
$204K +$199K +1,356 New
WFA
667
Wells Financial Advisors
Massachusetts
$202K +$881 +6 +0.4%
FCBT
668
First Citizens Bank & Trust
North Carolina
$202K +$197K +1,344 New
ECG
669
Edge Capital Group
Georgia
$201K +$196K +1,335 New
CI
670
Cordant Inc
Oregon
$200K -$3.38K -23 -2%
DWM
671
Dakota Wealth Management
Florida
$200K +$195K +1,329 New
YIH
672
Y-Intercept (HK)
Hong Kong
$200K +$195K +1,331 New
LFA
673
Level Financial Advisors
New York
$186K +$181K +1,234 New
PFGIA
674
Patriot Financial Group Insurance Agency
Massachusetts
$181K -$7.05K -48 -4%
NSIM
675
North Star Investment Management
Illinois
$172K +$20.4K +139 +14%
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