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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
726
QTR Family Wealth
Florida
$541K -$34.6K -179 -6%
PTC
727
Private Trust Company
Ohio
$538K -$9.67K -50 -2%
AWA
728
Asempa Wealth Advisors
Louisiana
$534K -$98.7K -510 -16%
IFPL
729
Investments & Financial Planning LLC
Kentucky
$528K +$1.94K +10 +0.4%
RFS
730
Richardson Financial Services
Massachusetts
$526K +$133K +690 +35%
VWA
731
VSM Wealth Advisory
Maryland
$526K -$74.3K -384 -13%
CWP
732
Curated Wealth Partners
California
$521K -$73.5K -380 -13%
QCIG
733
Quad-Cities Investment Group
Iowa
$520K -$1.55K -8 -0.3%
CNBT
734
Canandaigua National Bank & Trust
New York
$519K +$508K +2,628 New
BEAM
735
Baker Ellis Asset Management
Washington
$519K -$290K -1,500 -36%
CMP
736
Christine Messmer PC
Pennsylvania
$518K +$2.32K +12 +0.5%
FFL
737
Financial Freedom LLC
Ohio
$517K +$1.35K +7 +0.3%
NAMP
738
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$515K – – –
LPAM
739
Lodestar Private Asset Management
California
$515K -$10.6K -55 -2%
CCA
740
Clarity Capital Advisors
Florida
$513K +$7.93K +41 +2%
EF
741
Evanson Financial
Virginia
$513K +$502K +2,595 New
CAM
742
Capital Asset Management
Colorado
$508K – – –
RPGK
743
Retirement Planning Group (Kansas)
Kansas
$506K +$115K +594 +30%
LWMI
744
Legacy Wealth Management (Idaho)
Idaho
$505K +$53K +274 +12%
MA
745
MCF Advisors
Kentucky
$504K +$78K +403 +19%
LAM
746
L2 Asset Management
Massachusetts
$499K +$489K +2,526 New
FCH
747
Freestone Capital Holdings
Washington
$496K +$19K +98 +4%
HCA
748
Harpswell Capital Advisors
Maine
$494K -$38.7K -200 -7%
FA
749
Fedenia Advisers
Wisconsin
$493K – – –
AC
750
AlphaCore Capital
California
$488K +$1.94K +10 +0.4%
28 29
30
31 32