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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
751
Wells Financial Advisors
Massachusetts
$180K – – –
NRC
752
New Republic Capital
North Carolina
$167K -$2.08K -15 -1%
TCWA
753
Ten Capital Wealth Advisors
Washington
$163K – – –
LFA
754
Level Financial Advisors
New York
$160K +$139 +1 +0.1%
BFPW
755
BOK Financial Private Wealth
Colorado
$158K +$16K +115 +11%
CFD
756
Creative Financial Designs
Indiana
$149K -$33.7K -243 -18%
JGIA
757
Jackson Grant Investment Advisers
Connecticut
$137K +$2.36K +17 +2%
FPB
758
First PREMIER Bank
South Dakota
$132K – – –
ADL
759
Asset Dedication LLC
California
$131K – – –
LB
760
Legacy Bridge
Iowa
$129K – – –
FP
761
Financial Perspectives
Minnesota
$127K +$139 +1 +0.1%
CFFP
762
Center for Financial Planning
Michigan
$122K -$3.88K -28 -3%
TF
763
TimeScale Financial
Massachusetts
$118K -$13.2K -95 -10%
NHT
764
New Hampshire Trust
New Hampshire
$117K – – –
AAG
765
Armstrong Advisory Group
Massachusetts
$116K -$2.22K -16 -2%
CIA
766
Choate Investment Advisors
Massachusetts
$112K – – –
GIA
767
GHP Investment Advisors
Colorado
$111K -$8.46K -61 -7%
GI
768
Gradient Investments
Minnesota
$111K +$3.19K +23 +3%
FFA
769
Founders Financial Alliance
North Carolina
$108K – – –
MCM
770
MV Capital Management
Maryland
$107K -$56.7K -409 -34%
SSC
771
Syverson Strege & Co
Iowa
$107K +$1.67K +12 +2%
VWM
772
Venturi Wealth Management
Texas
$104K +$108K +778 New
MPCG
773
Matrix Private Capital Group
New York
$103K +$139 +1 +0.1%
HBW
774
Hazlett, Burt & Watson
West Virginia
$97K +$416 +3 +0.4%
FMTCOCP
775
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88K – – –
29 30
31
32 33