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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
776
Coldstream Capital Management
Washington
$450K -$143K -738 -24%
SC
777
Sierra Capital
Florida
$449K +$21.3K +110 +5%
FPCG
778
Forum Private Client Group
Indiana
$447K +$6.96K +36 +2%
NA
779
Note Advisors
New York
$447K -$2.13K -11 -0.5%
CA
780
CoreCap Advisors
Michigan
$447K -$13.2K -68 -3%
LWP
781
LMG Wealth Partners
Louisiana
$446K +$2.13K +11 +0.5%
NC
782
North Capital
Utah
$445K +$1.94K +10 +0.4%
SCG
783
Sonata Capital Group
Washington
$444K – – –
TFA
784
TPG Financial Advisors
Oregon
$443K -$2.52K -13 -0.6%
NB
785
Northwest Bancshares
Pennsylvania
$438K -$9.29K -48 -2%
BFA
786
Beaumont Financial Advisors
Massachusetts
$437K – – –
DWM
787
Dakota Wealth Management
Florida
$437K -$246K -1,270 -36%
EWP
788
Elevation Wealth Partners
California
$432K -$54K -279 -11%
WPP
789
Whalerock Point Partners
Rhode Island
$430K +$15.3K +79 +4%
CCM
790
Compass Capital Management
Minnesota
$429K – – –
IA
791
IFG Advisory
Georgia
$428K +$419K +2,168 New
CIA
792
Compass Ion Advisors
Pennsylvania
$428K – – –
KA
793
Klingman & Associates
New York
$428K -$8.71K -45 -2%
FIC
794
Family Investment Center
Missouri
$426K -$967 -5 -0.2%
TSW
795
Thompson Siegel & Walmsley
Virginia
$425K -$28.2K -146 -6%
FFM
796
Forum Financial Management
Illinois
$424K -$3.29K -17 -0.8%
FTWA
797
Fifth Third Wealth Advisors
Ohio
$423K -$173K -894 -29%
MWA
798
Medallion Wealth Advisors
Connecticut
$423K -$8.51K -44 -2%
OWA
799
Octavia Wealth Advisors
Ohio
$423K -$5.22K -27 -1%
GCM
800
G2 Capital Management
Ohio
$423K – – –
30 31
32
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