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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
751
GWN Securities
Florida
$487K +$16.8K +87 +4%
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$484K – – –
WLPWM
753
Walled Lake Planning & Wealth Management
Illinois
$483K – – –
SG
754
StoneX Group
New York
$481K -$11K -57 -2%
BOM
755
Bank of Marin
California
$481K +$26.5K +137 +6%
TWP
756
Tyche Wealth Partners
Texas
$478K – – –
LSPW
757
Lake Street Private Wealth
Illinois
$478K +$193 +1 +0%
B
758
Bailard
California
$477K – – –
WA
759
WP Advisors
California
$477K -$222K -1,146 -32%
PMFA
760
Plante Moran Financial Advisors
Michigan
$476K -$204K -1,053 -30%
SIC
761
Sterling Investment Counsel
New York
$476K -$24.4K -126 -5%
RCAG
762
Rehmann Capital Advisory Group
Michigan
$476K -$580 -3 -0.1%
BI
763
Beckerman Institutional
New Jersey
$472K – – –
SC
764
Sapient Capital
Indiana
$471K +$30.2K +156 +7%
FCBT
765
First Citizens Bank & Trust
North Carolina
$470K +$17.6K +91 +4%
BFG
766
Beacon Financial Group
Texas
$468K +$193 +1 +0%
BCG
767
Breakwater Capital Group
New Jersey
$466K -$2.52K -13 -0.5%
BWP
768
Balboa Wealth Partners
Arizona
$465K +$580 +3 +0.1%
STA
769
Smith Thornton Advisors
Alabama
$465K – – –
PA
770
Prairie Advisory
Kansas
$465K +$455K +2,352 New
GIM
771
Goelzer Investment Management
Indiana
$463K -$61.9K -320 -12%
BIM
772
Bridges Investment Management
Nebraska
$463K +$33.9K +175 +8%
BWM
773
Blossom Wealth Management
California
$462K – – –
WWM
774
Western Wealth Management
Colorado
$455K -$36.8K -190 -8%
CA
775
Crane Advisory
California
$450K – – –
29 30
31
32 33