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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$224K -$68.4K -513 -24%
AMR
727
Asset Management Resources
Massachusetts
$222K – – –
VVP
728
Venture Visionary Partners
Ohio
$220K +$1.07K +8 +0.5%
FIA
729
Foundations Investment Advisors
Arizona
$220K +$212K +1,591 New
GI
730
Gradient Investments
Minnesota
$219K +$101K +757 +91%
RCA
731
Ranch Capital Advisors
Florida
$219K +$400 +3 +0.2%
CWP
732
Concord Wealth Partners
Virginia
$218K +$1.07K +8 +0.5%
WIC
733
Woodmont Investment Counsel
Tennessee
$218K – – –
RFN
734
Redwood Financial Network
Ohio
$217K – – –
CCA
735
Cravens & Co Advisors
Tennessee
$216K – – –
LA
736
Lane & Associates
New Jersey
$215K -$48.8K -366 -19%
RPGK
737
Retirement Planning Group (Kansas)
Kansas
$214K +$206K +1,547 New
AHC
738
Anderson Hoagland & Co
Missouri
$213K -$4K -30 -2%
AFS
739
AFG Fiduciary Services
Massachusetts
$213K -$2.03M -15,262 -91%
PL
740
Plancorp LLC
Missouri
$212K +$205K +1,535 New
PP
741
Patten & Patten
Tennessee
$212K – – –
ACI
742
Alpha Cubed Investments
California
$210K -$90.1K -676 -31%
CIC
743
Carnegie Investment Counsel
Ohio
$208K -$12.5K -94 -6%
DI
744
DFPG Investments
Utah
$208K +$193K +1,449 New
QWM
745
Quaker Wealth Management
New Jersey
$207K -$18.8K -141 -9%
PG
746
Proffitt & Goodson
Tennessee
$207K – – –
WFA
747
WMG Financial Advisors
Tennessee
$206K – – –
AC
748
Abbrea Capital
California
$206K -$5.33K -40 -3%
CAM
749
Clark Asset Management
New Hampshire
$206K -$63.9K -479 -24%
AAS
750
Asset Allocation Strategies
Michigan
$201K +$193K +1,450 New
28 29
30
31 32