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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
701
Family Investment Center
Missouri
$255K -$1.47K -11 -0.6%
CFB
702
Cullen/Frost Bankers
Texas
$254K +$242K +1,815 +7,563%
BWM
703
Benchmark Wealth Management
Connecticut
$253K – – –
VP
704
Verum Partners
North Carolina
$253K – – –
CSB
705
City State Bank
Iowa
$252K – – –
DCM
706
Donaldson Capital Management
Indiana
$252K +$3.73K +28 +2%
LSA
707
Lion Street Advisors
Texas
$251K +$12.1K +91 +6%
HR
708
Howe & Rusling
New York
$249K +$182K +1,364 +311%
WCAMG
709
Woodard & Company Asset Management Group
North Carolina
$249K -$6K -45 -2%
FFA
710
First Foundation Advisors
California
$248K +$239K +1,793 New
MWM
711
Modera Wealth Management
New Jersey
$246K +$237K +1,775 New
MSAM
712
Moloney Securities Asset Management
Missouri
$245K -$15.3K -115 -6%
LFG
713
Larson Financial Group
Missouri
$245K -$20.8K -156 -8%
GIA
714
GHP Investment Advisors
Colorado
$245K +$121K +908 +109%
PA
715
Prossimo Advisors
California
$243K +$234K +1,753 New
ICG
716
InterOcean Capital Group
Tennessee
$243K +$234K +1,755 New
BPWM
717
Badgley Phelps Wealth Managers
Washington
$242K +$133 +1 +0.1%
AL
718
Aspiriant LLC
California
$241K -$101K -760 -30%
BBHC
719
Brown Brothers Harriman & Co
New York
$239K – – –
PPP
720
Private Portfolio Partners
New Jersey
$238K -$16.5K -124 -7%
CFD
721
Creative Financial Designs
Indiana
$236K +$79.2K +594 +54%
TA
722
Townsend & Associates
Colorado
$230K – – –
HPWM
723
High Pines Wealth Management
Massachusetts
$229K – – –
LC
724
Lindbrook Capital
California
$228K – – –
LWMG
725
Levy Wealth Management Group
Pennsylvania
$226K +$1.2K +9 +0.6%
27 28
29
30 31