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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
676
Proffitt & Goodson
Tennessee
$182K – – –
CT
677
Caldwell Trust
Florida
$180K +$948 +7 +0.5%
CA
678
Clearstead Advisors
Ohio
$171K – – –
OHWP
679
Oak Harbor Wealth Partners
North Carolina
$171K – – –
WFA
680
Wells Financial Advisors
Massachusetts
$164K – – –
MCM
681
MV Capital Management
Maryland
$147K +$38.6K +285 +31%
LFA
682
Level Financial Advisors
New York
$145K +$135 +1 +0.1%
CFD
683
Creative Financial Designs
Indiana
$136K -$2.3K -17 -2%
SBL
684
Sargent Bickham Lagudis
Colorado
$132K – – –
BFPW
685
BOK Financial Private Wealth
Colorado
$129K +$11.6K +86 +9%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$128K +$11.9K +88 +9%
ADL
687
Asset Dedication LLC
California
$126K +$140K +1,033 New
JGIA
688
Jackson Grant Investment Advisers
Connecticut
$121K +$677 +5 +0.5%
FPB
689
First PREMIER Bank
South Dakota
$119K – – –
TF
690
TimeScale Financial
Massachusetts
$119K +$677 +5 +0.5%
CFFP
691
Center for Financial Planning
Michigan
$118K -$3.65K -27 -3%
LB
692
Legacy Bridge
Iowa
$117K – – –
FP
693
Financial Perspectives
Minnesota
$115K +$2.98K +22 +2%
GIA
694
GHP Investment Advisors
Colorado
$113K +$54.4K +402 +77%
GI
695
Gradient Investments
Minnesota
$109K -$13K -96 -10%
MCC
696
Money Concepts Capital
Florida
$104K +$8.12K +60 +8%
FFA
697
Founders Financial Alliance
North Carolina
$98K -$169K -1,246 -61%
SSC
698
Syverson Strege & Co
Iowa
$96K -$19.6K -145 -16%
MPCG
699
Matrix Private Capital Group
New York
$93K +$1.08K +8 +1%
WFA
700
Wipfli Financial Advisors
Wisconsin
$91K +$101K +749 New
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