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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Mission Wealth Management
California
$375K +$13.7K +90 +4%
EPM
652
Elm Partners Management
Pennsylvania
$374K – – –
LTL
653
Lowery Thomas LLC
California
$374K -$75.6K -498 -17%
BFA
654
Beaumont Financial Advisors
Massachusetts
$371K – – –
WWP
655
WR Wealth Planners
Missouri
$371K -$30.2K -199 -7%
EAM
656
Evanson Asset Management
California
$368K – – –
AFG
657
Altiora Financial Group
Ohio
$364K -$303 -2 -0.1%
TWP
658
Tyche Wealth Partners
Texas
$364K – – –
LSPW
659
Lake Street Private Wealth
Illinois
$363K -$22.2K -146 -6%
RVPG
660
Relative Value Partners Group
$363K +$366K +2,410 New
CIA
661
Compass Ion Advisors
Pennsylvania
$362K – – –
FB
662
Fulton Bank
Pennsylvania
$361K +$364K +2,400 New
SCG
663
Sonata Capital Group
Washington
$361K – – –
MFG
664
Mosaic Financial Group
Illinois
$358K – – –
GFWA
665
Grey Fox Wealth Advisors
Delaware
$358K +$6.83K +45 +2%
BFG
666
Beacon Financial Group
Texas
$356K -$10.8K -71 -3%
AWA
667
Arkadios Wealth Advisors
Georgia
$356K -$6.07K -40 -2%
EHAM
668
Eagle Harbor Asset Management
Washington
$356K -$81.3K -536 -18%
GIM
669
Goelzer Investment Management
Indiana
$355K – – –
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$355K – – –
FLPIM
671
F.L. Putnam Investment Management
Massachusetts
$352K +$27K +178 +8%
RFS
672
Richardson Financial Services
Massachusetts
$347K -$147K -970 -30%
SG
673
StoneX Group
New York
$347K +$44.2K +291 +15%
NF
674
Nikulski Financial
Iowa
$346K -$31.9K -210 -8%
STA
675
Smith Thornton Advisors
Alabama
$346K +$349K +2,298 New
25 26
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