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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
Advisors Capital Management
New Jersey
$203K +$222K +1,569 New
YWP
677
YorkBridge Wealth Partners
New York
$202K +$17.7K +125 +9%
CIC
678
Carnegie Investment Counsel
Ohio
$202K +$29.4K +208 +15%
SWM
679
Silverlake Wealth Management
Vermont
$201K -$9.34K -66 -4%
VVP
680
Venture Visionary Partners
Ohio
$201K +$990 +7 +0.5%
PG
681
Proffitt & Goodson
Tennessee
$193K -$100K -708 -32%
CT
682
Caldwell Trust
Florida
$190K -$3.25K -23 -2%
BTI
683
Blue Trust Inc
Georgia
$185K +$175K +1,238 New
CA
684
Clearstead Advisors
Ohio
$182K – – –
OHWP
685
Oak Harbor Wealth Partners
North Carolina
$182K – – –
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$175K -$707 -5 -0.4%
WFA
687
Wells Financial Advisors
Massachusetts
$174K – – –
CWP
688
Concord Wealth Partners
Virginia
$174K +$849 +6 +0.4%
LFA
689
Level Financial Advisors
New York
$154K – – –
CFD
690
Creative Financial Designs
Indiana
$147K +$2.26K +16 +1%
MA
691
Montag & Associates
Georgia
$146K – – –
SIC
692
Salem Investment Counselors
North Carolina
$141K +$75.4K +533 +96%
SBL
693
Sargent Bickham Lagudis
Colorado
$140K – – –
CFFP
694
Center for Financial Planning
Michigan
$129K – – –
JGIA
695
Jackson Grant Investment Advisers
Connecticut
$128K +$707 +5 +0.5%
GI
696
Gradient Investments
Minnesota
$128K +$100K +710 +252%
FPB
697
First PREMIER Bank
South Dakota
$127K – – –
TF
698
TimeScale Financial
Massachusetts
$126K +$707 +5 +0.5%
BFPW
699
BOK Financial Private Wealth
Colorado
$126K +$137K +970 New
PFBT
700
Parkside Financial Bank & Trust
Missouri
$125K +$6.93K +49 +5%
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