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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Mission Wealth Management
California
$435K -$61.3K -350 -12%
WLPWM
752
Walled Lake Planning & Wealth Management
Illinois
$434K -$350 -2 -0.1%
BOM
753
Bank of Marin
California
$433K -$3.15K -18 -0.7%
PMFA
754
Plante Moran Financial Advisors
Michigan
$431K – – –
TWP
755
Tyche Wealth Partners
Texas
$429K – – –
LSPW
756
Lake Street Private Wealth
Illinois
$429K +$350 +2 +0.1%
B
757
Bailard
California
$428K – – –
LWM
758
LongView Wealth Management
Georgia
$426K – – –
SCG
759
Sonata Capital Group
Washington
$426K – – –
BI
760
Beckerman Institutional
New Jersey
$424K – – –
MWA
761
Medallion Wealth Advisors
Connecticut
$423K -$66.2K -378 -14%
WI
762
WrapManager Inc
California
$421K -$131K -750 -24%
BFG
763
Beacon Financial Group
Texas
$420K – – –
GS
764
GWN Securities
Florida
$417K -$20.3K -116 -5%
CIA
765
Compass Ion Advisors
Pennsylvania
$415K -$7.88K -45 -2%
ACM
766
Advisors Capital Management
New Jersey
$412K -$87.3K -499 -18%
NAS
767
Nicolet Advisory Services
Wisconsin
$411K +$34.5K +197 +10%
BFA
768
Beaumont Financial Advisors
Massachusetts
$410K -$14K -80 -3%
NB
769
Northwest Bancshares
Pennsylvania
$408K -$23.8K -136 -6%
STA
770
Smith Thornton Advisors
Alabama
$408K – – –
CAMG
771
CWA Asset Management Group
Florida
$407K +$22.9K +131 +6%
HIC
772
Holderness Investments Company
North Carolina
$407K +$175 +1 +0%
CA
773
Crane Advisory
California
$406K – – –
NA
774
Note Advisors
New York
$403K -$1.4K -8 -0.4%
RWM
775
Revisor Wealth Management
Ohio
$398K +$32.2K +184 +9%
29 30
31
32 33