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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
726
Smith Thornton Advisors
Alabama
$372K – – –
LTL
727
Lowery Thomas LLC
California
$370K -$38K -225 -9%
BFS
728
Bradley Foster & Sargent
Connecticut
$369K +$128K +758 +50%
GFWA
729
Grey Fox Wealth Advisors
Delaware
$366K – – –
RRA
730
Round Rock Advisors
Connecticut
$364K – – –
AWM
731
Axxcess Wealth Management
California
$363K -$342K -2,027 -47%
TSS
732
Two Sigma Securities
New York
$361K +$27.5K +163 +8%
FPCG
733
Forum Private Client Group
Indiana
$360K -$43.2K -256 -10%
SIC
734
Sterling Investment Counsel
New York
$358K +$2.53K +15 +0.7%
SC
735
Sierra Capital
Florida
$357K +$337 +2 +0.1%
FIC
736
Family Investment Center
Missouri
$357K -$1.35K -8 -0.4%
LWP
737
LMG Wealth Partners
Louisiana
$354K +$2.19K +13 +0.6%
CAMG
738
CWA Asset Management Group
Florida
$353K +$9.78K +58 +3%
BIM
739
Bridges Investment Management
Nebraska
$353K – – –
ITB
740
Idaho Trust Bank
Idaho
$348K -$167K -991 -32%
DWP
741
Destiny Wealth Partners
Florida
$346K – – –
IDA
742
Intelligence Driven Advisers
California
$346K +$30.4K +180 +9%
GSWM
743
Golden State Wealth Management
California
$344K +$359K +2,127 New
NF
744
Nikulski Financial
Iowa
$344K -$8.43K -50 -2%
RPCA
745
Running Point Capital Advisors
California
$343K +$353K +2,090 +6,967%
CMMS
746
Comprehensive Money Management Services
Florida
$342K +$357K +2,115 New
ATI
747
ARK & TLK Investments
Oklahoma
$342K +$25K +148 +8%
RF
748
Rossby Financial
Florida
$341K +$355K +2,105 New
MWM
749
Maridea Wealth Management
New York
$339K +$354K +2,098 New
WPP
750
Whalerock Point Partners
Rhode Island
$339K – – –
28 29
30
31 32