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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Silverlake Wealth Management
Vermont
$201K -$9.34K -66 -4%
VVP
677
Venture Visionary Partners
Ohio
$201K +$990 +7 +0.5%
PG
678
Proffitt & Goodson
Tennessee
$193K -$100K -708 -32%
CT
679
Caldwell Trust
Florida
$190K -$3.25K -23 -2%
BTI
680
Blue Trust Inc
Georgia
$185K +$175K +1,238 New
CA
681
Clearstead Advisors
Ohio
$182K – – –
OHWP
682
Oak Harbor Wealth Partners
North Carolina
$182K – – –
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$175K -$707 -5 -0.4%
WFA
684
Wells Financial Advisors
Massachusetts
$174K – – –
CWP
685
Concord Wealth Partners
Virginia
$174K +$849 +6 +0.4%
LFA
686
Level Financial Advisors
New York
$154K – – –
CFD
687
Creative Financial Designs
Indiana
$147K +$2.26K +16 +1%
MA
688
Montag & Associates
Georgia
$146K – – –
SIC
689
Salem Investment Counselors
North Carolina
$141K +$75.4K +533 +96%
SBL
690
Sargent Bickham Lagudis
Colorado
$140K – – –
CFFP
691
Center for Financial Planning
Michigan
$129K – – –
JGIA
692
Jackson Grant Investment Advisers
Connecticut
$128K +$707 +5 +0.5%
GI
693
Gradient Investments
Minnesota
$128K +$100K +710 +252%
FPB
694
First PREMIER Bank
South Dakota
$127K – – –
TF
695
TimeScale Financial
Massachusetts
$126K +$707 +5 +0.5%
BFPW
696
BOK Financial Private Wealth
Colorado
$126K +$137K +970 New
PFBT
697
Parkside Financial Bank & Trust
Missouri
$125K +$6.93K +49 +5%
LB
698
Legacy Bridge
Iowa
$124K – – –
SSC
699
Syverson Strege & Co
Iowa
$120K +$14.1K +100 +12%
MCM
700
MV Capital Management
Maryland
$120K +$131K +923 New
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