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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
751
F.L. Putnam Investment Management
Massachusetts
$435K -$4.9K -28 -1%
MWM
752
Mission Wealth Management
California
$435K -$61.3K -350 -12%
WLPWM
753
Walled Lake Planning & Wealth Management
Illinois
$434K -$350 -2 -0.1%
BOM
754
Bank of Marin
California
$433K -$3.15K -18 -0.7%
PMFA
755
Plante Moran Financial Advisors
Michigan
$431K – – –
TWP
756
Tyche Wealth Partners
Texas
$429K – – –
LSPW
757
Lake Street Private Wealth
Illinois
$429K +$350 +2 +0.1%
B
758
Bailard
California
$428K – – –
LWM
759
LongView Wealth Management
Georgia
$426K – – –
SCG
760
Sonata Capital Group
Washington
$426K – – –
BI
761
Beckerman Institutional
New Jersey
$424K – – –
MWA
762
Medallion Wealth Advisors
Connecticut
$423K -$66.2K -378 -14%
WI
763
WrapManager Inc
California
$421K -$131K -750 -24%
BFG
764
Beacon Financial Group
Texas
$420K – – –
GS
765
GWN Securities
Florida
$417K -$20.3K -116 -5%
CIA
766
Compass Ion Advisors
Pennsylvania
$415K -$7.88K -45 -2%
ACM
767
Advisors Capital Management
New Jersey
$412K -$87.3K -499 -18%
NAS
768
Nicolet Advisory Services
Wisconsin
$411K +$34.5K +197 +10%
BFA
769
Beaumont Financial Advisors
Massachusetts
$410K -$14K -80 -3%
NB
770
Northwest Bancshares
Pennsylvania
$408K -$23.8K -136 -6%
STA
771
Smith Thornton Advisors
Alabama
$408K – – –
CAMG
772
CWA Asset Management Group
Florida
$407K +$22.9K +131 +6%
HIC
773
Holderness Investments Company
North Carolina
$407K +$175 +1 +0%
CA
774
Crane Advisory
California
$406K – – –
NA
775
Note Advisors
New York
$403K -$1.4K -8 -0.4%
29 30
31
32 33