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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
776
Blossom Wealth Management
California
$462K – – –
WWM
777
Western Wealth Management
Colorado
$455K -$36.8K -190 -8%
CA
778
Crane Advisory
California
$450K – – –
CCM
779
Coldstream Capital Management
Washington
$450K -$143K -738 -24%
SC
780
Sierra Capital
Florida
$449K +$21.3K +110 +5%
FPCG
781
Forum Private Client Group
Indiana
$447K +$6.96K +36 +2%
NA
782
Note Advisors
New York
$447K -$2.13K -11 -0.5%
CA
783
CoreCap Advisors
Michigan
$447K -$13.2K -68 -3%
LWP
784
LMG Wealth Partners
Louisiana
$446K +$2.13K +11 +0.5%
NC
785
North Capital
Utah
$445K +$1.94K +10 +0.4%
SCG
786
Sonata Capital Group
Washington
$444K – – –
TFA
787
TPG Financial Advisors
Oregon
$443K -$2.52K -13 -0.6%
NB
788
Northwest Bancshares
Pennsylvania
$438K -$9.29K -48 -2%
BFA
789
Beaumont Financial Advisors
Massachusetts
$437K – – –
DWM
790
Dakota Wealth Management
Florida
$437K -$246K -1,270 -36%
EWP
791
Elevation Wealth Partners
California
$432K -$54K -279 -11%
WPP
792
Whalerock Point Partners
Rhode Island
$430K +$15.3K +79 +4%
CCM
793
Compass Capital Management
Minnesota
$429K – – –
IA
794
IFG Advisory
Georgia
$428K +$419K +2,168 New
CIA
795
Compass Ion Advisors
Pennsylvania
$428K – – –
KA
796
Klingman & Associates
New York
$428K -$8.71K -45 -2%
FIC
797
Family Investment Center
Missouri
$426K -$967 -5 -0.2%
TSW
798
Thompson Siegel & Walmsley
Virginia
$425K -$28.2K -146 -6%
FFM
799
Forum Financial Management
Illinois
$424K -$3.29K -17 -0.8%
FTWA
800
Fifth Third Wealth Advisors
Ohio
$423K -$173K -894 -29%
30 31
32
33 34