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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
651
Compass Ion Advisors
Pennsylvania
$294K +$310K +2,241 New
NB
652
Nicolet Bankshares
Wisconsin
$292K – – –
DWP
653
Destiny Wealth Partners
Florida
$291K +$11.8K +85 +4%
HIA
654
HTG Investment Advisors
Connecticut
$289K +$305K +2,203 New
AWA
655
Arkadios Wealth Advisors
Georgia
$287K +$1.11K +8 +0.4%
BCP
656
Berkeley Capital Partners
Georgia
$285K -$25.8K -186 -8%
CWM
657
Castle Wealth Management
Florida
$283K -$891K -6,431 -75%
CAMG
658
CWA Asset Management Group
Florida
$283K +$9.83K +71 +3%
GFWA
659
Grey Fox Wealth Advisors
Delaware
$279K +$9.97K +72 +3%
VPP
660
Vertex Planning Partners
Illinois
$277K – – –
BCG
661
Breakwater Capital Group
New Jersey
$277K -$43.8K -316 -13%
MWM
662
MorganRosel Wealth Management
Colorado
$276K – – –
GI
663
Gradient Investments
Minnesota
$276K +$72K +520 +33%
WSTAM
664
Wilbanks Smith & Thomas Asset Management
Virginia
$274K -$25.5K -184 -8%
CM
665
Cornerstone Management
Georgia
$272K – – –
OCM
666
One Capital Management
California
$272K -$59.4K -429 -17%
D
667
Diversified
Delaware
$271K – – –
DWT
668
Dorsey & Whitney Trust
South Dakota
$271K – – –
OA
669
Oxbow Advisors
Texas
$270K +$2.63K +19 +0.9%
CTA
670
Colonial Trust Advisors
South Carolina
$269K -$3.46K -25 -1%
SA
671
Strategic Advisors
New York
$267K +$4.02K +29 +1%
SRC
672
Sage Rhino Capital
California
$267K +$1.8K +13 +0.6%
WP
673
Wealthspan Partners
Iowa
$265K -$28.8K -208 -9%
WWC
674
Waypoint Wealth Counsel
Georgia
$263K – – –
MSWM
675
McGlone Suttner Wealth Management
Wisconsin
$262K +$2.77K +20 +1%
25 26
27
28 29