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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Silverlake Wealth Management
Vermont
$468K +$59K +361 +14%
VCM
652
Virtue Capital Management
Tennessee
$467K +$476K +2,910 New
YWM
653
Yoder Wealth Management
California
$467K – – –
WB
654
WesBanco Bank
West Virginia
$465K -$1.31K -8 -0.3%
FB
655
Fulton Bank
Pennsylvania
$465K +$47.9K +293 +11%
CPW
656
Cove Private Wealth
New York
$462K +$470K +2,877 New
NAMP
657
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$460K – – –
WCM
658
Winebrenner Capital Management
Kentucky
$459K -$18.5K -113 -4%
JCM
659
Jacobi Capital Management
Pennsylvania
$458K +$1.47K +9 +0.3%
BWM
660
BCS Wealth Management
Tennessee
$454K – – –
PFA
661
Professional Financial Advisors
Nebraska
$450K -$25.2K -154 -5%
IFPL
662
Investments & Financial Planning LLC
Kentucky
$449K +$1.96K +12 +0.4%
VCA
663
Verdence Capital Advisors
Maryland
$445K -$177K -1,085 -28%
FVWA
664
Foster Victor Wealth Advisors
South Carolina
$444K -$98.9K -605 -17%
GAM
665
Gotham Asset Management
New York
$442K +$149K +910 +49%
WFPG
666
Waller Financial Planning Group
Ohio
$442K -$41.7K -255 -8%
BI
667
Beckerman Institutional
New Jersey
$441K +$163 +1 +0%
PWM
668
Paulson Wealth Management
Illinois
$441K -$55.1K -337 -11%
SFS
669
Summit Financial Strategies
Ohio
$439K +$4.25K +26 +1%
S
670
SignatureFD
Georgia
$437K -$130K -795 -23%
FFG
671
Fiduciary Financial Group
California
$436K -$327 -2 -0.1%
NP
672
NorthRock Partners
Minnesota
$434K – – –
TW
673
Traveka Wealth
California
$433K +$163 +1 +0%
RFS
674
Richardson Financial Services
Massachusetts
$429K +$46.8K +286 +12%
ESB
675
Essex Savings Bank
Connecticut
$428K -$4.58K -28 -1%
25 26
27
28 29