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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
776
Cravens & Co Advisors
Tennessee
$262K – – –
CFD
777
Creative Financial Designs
Indiana
$261K -$954 -6 -0.4%
CAM
778
Clark Asset Management
New Hampshire
$260K – – –
WCAMG
779
Woodard & Company Asset Management Group
North Carolina
$260K -$7K -44 -3%
4WM
780
49 Wealth Management
Texas
$259K -$159K -1,000 -39%
LSA
781
Lion Street Advisors
Texas
$259K -$26.5K -167 -10%
WE
782
Wealth Effects
Massachusetts
$258K +$3.34K +21 +1%
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$243K +1,527 New
BFS
784
Bradley Foster & Sargent
Connecticut
$255K – – –
EWM
785
Endowment Wealth Management
Wisconsin
$255K +$7.79K +49 +3%
CWP
786
Concord Wealth Partners
Virginia
$254K +$2.38K +15 +1%
IWM
787
Integris Wealth Management
California
$252K – – –
PP
788
Patten & Patten
Tennessee
$252K +$238K +1,500 New
QWM
789
Quaker Wealth Management
New Jersey
$251K +$238K +1,499 New
WMWM
790
Whitaker-Myers Wealth Managers
Ohio
$250K -$87.8K -552 -27%
SFS
791
Summit Financial Strategies
Ohio
$249K +$14.1K +89 +6%
DW
792
Dodds Wealth
Colorado
$248K – – –
HAS
793
HBW Advisory Services
California
$247K +$235K +1,476 New
TCM
794
TruNorth Capital Management
Michigan
$247K – – –
CCA
795
Clarity Capital Advisors
Florida
$246K +$8.43K +53 +4%
CT
796
Coastline Trust
Rhode Island
$245K +$232K +1,460 New
S
797
Sachetta
Massachusetts
$244K – – –
LWM
798
Lodestone Wealth Management
Washington
$244K -$184K -1,160 -44%
PA
799
Parallel Advisors
California
$241K -$50.2K -316 -18%
B
800
Bailard
California
$240K – – –
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32
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