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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
726
Essex Savings Bank
Connecticut
$466K – – –
S
727
SignatureFD
Georgia
$464K +$875 +5 +0.2%
FFL
728
Financial Freedom LLC
Ohio
$461K +$174K +995 +62%
CMP
729
Christine Messmer PC
Pennsylvania
$460K +$454K +2,595 New
PEWA
730
Pacific Excel Wealth Advisors
California
$459K +$452K +2,584 New
EAM
731
Evanson Asset Management
California
$458K +$15.8K +90 +4%
FTWA
732
Fifth Third Wealth Advisors
Ohio
$456K +$82.1K +469 +22%
SWGC
733
Summit Wealth Group (Colorado)
Colorado
$456K +$300K +1,713 +199%
CAM
734
Capital Asset Management
Colorado
$456K +$450K +2,571 New
EWP
735
Elevation Wealth Partners
California
$453K -$9.63K -55 -2%
JF
736
Jump Financial
Illinois
$452K +$446K +2,549 New
QCM
737
QRG Capital Management
Illinois
$452K +$110K +631 +33%
BMWS
738
Brady Martz Wealth Solutions
North Dakota
$451K -$3.24M -18,518 -88%
WFPG
739
Waller Financial Planning Group
Ohio
$446K -$60K -343 -12%
NAMP
740
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$446K – – –
CSF
741
Capital Squared Financial
Maryland
$446K +$74.7K +427 +20%
CCA
742
Clarity Capital Advisors
Florida
$446K +$9.63K +55 +2%
GCM
743
Glaxis Capital Management
Florida
$443K +$438K +2,500 New
FA
744
Fedenia Advisers
Wisconsin
$443K – – –
WWM
745
Western Wealth Management
Colorado
$441K +$72.1K +412 +20%
FCH
746
Freestone Capital Holdings
Washington
$439K +$110K +627 +34%
BWP
747
Balboa Wealth Partners
Arizona
$438K +$1.05K +6 +0.2%
STA
748
Shade Tree Advisors
New York
$438K +$432K +2,469 New
USCWA
749
U.S. Capital Wealth Advisors
Texas
$438K +$875 +5 +0.2%
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
$435K -$4.9K -28 -1%
28 29
30
31 32