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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
701
NorthRock Partners
Minnesota
$547K +$40K +214 +8%
RMP
702
Richards, Merrill & Peterson
Washington
$545K -$9.53K -51 -2%
JPLA
703
Joseph P. Lucia & Associates
New York
$542K -$2.24K -12 -0.4%
PFBT
704
Parkside Financial Bank & Trust
Missouri
$542K -$4.48K -24 -0.8%
ONSWM
705
Old North State Wealth Management
North Carolina
$541K +$14.8K +79 +3%
CC
706
Courier Capital
New York
$540K +$38.7K +207 +8%
TA
707
Tactive Advisors
Florida
$537K -$41.1K -220 -7%
YWM
708
Yoder Wealth Management
California
$536K – – –
DE
709
Diversified Enterprises
Delaware
$534K +$7.29K +39 +1%
LW
710
Linscomb Wealth
Texas
$533K +$541K +2,895 New
ACM
711
Advisors Capital Management
New Jersey
$532K +$106K +566 +24%
WCM
712
Winebrenner Capital Management
Kentucky
$531K -$50.6K -271 -9%
EFG
713
Everest Financial Group
Minnesota
$530K +$233K +1,246 +76%
KF
714
Kelsey Financial
California
$530K -$27.5K -147 -5%
BF
715
Brooklyn FI
New York
$528K – – –
BIM
716
Baldwin Investment Management
Pennsylvania
$525K +$2.62K +14 +0.5%
BWM
717
BCS Wealth Management
Tennessee
$522K -$529K -2,830 -50%
JCM
718
Jacobi Capital Management
Pennsylvania
$520K -$7.47K -40 -1%
FB
719
Fulton Bank
Pennsylvania
$520K – – –
BMWS
720
Brady Martz Wealth Solutions
North Dakota
$519K +$51.2K +274 +11%
VCA
721
Verdence Capital Advisors
Maryland
$519K -$934 -5 -0.2%
AWA
722
Amplius Wealth Advisors
Pennsylvania
$518K +$8.59K +46 +2%
MWM
723
MOR Wealth Management
Pennsylvania
$516K – – –
PTC
724
Private Trust Company
Ohio
$511K -$23.4K -125 -4%
CSF
725
Capital Squared Financial
Maryland
$510K +$47.3K +253 +10%
27 28
29
30 31