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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
CGN Advisors
Kansas
$288K -$2.35K -16 -0.9%
BFPW
727
BOK Financial Private Wealth
Colorado
$286K +$97.2K +662 +57%
BWM
728
Benchmark Wealth Management
Connecticut
$285K – – –
GAM
729
Garrison Asset Management
Arkansas
$285K – – –
VP
730
Verum Partners
North Carolina
$285K – – –
VA
731
Valmark Advisers
Ohio
$283K -$16.2K -110 -6%
MA
732
MCF Advisors
Kentucky
$283K -$147 -1 -0.1%
SAM
733
Secure Asset Management
Michigan
$281K +$265K +1,804 New
SBIA
734
Sheaff Brock Investment Advisors
Indiana
$279K -$43.9K -299 -14%
CSB
735
City State Bank
Iowa
$279K -$15K -102 -5%
NL
736
Navalign LLC
California
$278K -$5.65M -38,460 -96%
RPGK
737
Retirement Planning Group (Kansas)
Kansas
$273K +$257K +1,750 New
AWM
738
Ameliora Wealth Management
Switzerland
$273K +$257K +1,750 New
MSAM
739
Moloney Securities Asset Management
Missouri
$272K +$2.94K +20 +1%
CM
740
Cornerstone Management
Georgia
$269K – – –
RWM
741
Revisor Wealth Management
Ohio
$269K +$263K +1,788 New
HGERS
742
Householder Group Estate & Retirement Specialist
Arizona
$267K +$5.43K +37 +2%
AL
743
Aspiriant LLC
California
$266K -$2.06K -14 -0.8%
RCA
744
Ranch Capital Advisors
Florida
$263K -$881 -6 -0.4%
SCI
745
Silver Coast Investments
United States
$262K +$247K +1,681 New
YCG
746
Yeomans Consulting Group
Georgia
$258K +$14.4K +98 +6%
CT
747
Caldwell Trust
Florida
$258K -$1.61K -11 -0.7%
LC
748
Lindbrook Capital
California
$257K – – –
VVP
749
Venture Visionary Partners
Ohio
$253K +$1.03K +7 +0.4%
SIC
750
Sterling Investment Counsel
New York
$251K +$237K +1,613 New
28 29
30
31 32