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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
776
Sage Rhino Capital
California
$302K +$4.74K +29 +2%
GFWA
777
Grey Fox Wealth Advisors
Delaware
$300K -$64.7K -396 -17%
FB
778
Finward Bancorp
Indiana
$300K – – –
ACP
779
Aveo Capital Partners
Colorado
$299K -$1.09M -6,666 -78%
EHAM
780
Eagle Harbor Asset Management
Washington
$299K -$18.6K -114 -6%
SIA
781
Soltis Investment Advisors
Utah
$298K +$18.1K +111 +6%
TFGT
782
TS Financial Group (TSFG)
Illinois
$297K -$490 -3 -0.2%
VBWMG
783
Von Berge Wealth Management Group
California
$293K +$817 +5 +0.3%
VP
784
Verum Partners
North Carolina
$293K – – –
MSAM
785
Moloney Securities Asset Management
Missouri
$292K – – –
CPG
786
Cornerstone Planning Group
New Jersey
$290K +$5.56K +34 +2%
OCM
787
One Capital Management
California
$289K – – –
NAS
788
Nicolet Advisory Services
Wisconsin
$289K -$196K -1,198 -38%
BWM
789
Benchmark Wealth Management
Connecticut
$288K -$5.39K -33 -2%
SW
790
SkyOak Wealth
Michigan
$287K +$654 +4 +0.2%
MWM
791
MGB Wealth Management
Texas
$286K -$327 -2 -0.1%
CCA
792
Cravens & Co Advisors
Tennessee
$284K +$34.7K +212 +14%
NDSI
793
Newman Dignan & Sheerar Inc
Rhode Island
$284K +$1.96K +12 +0.7%
RPGK
794
Retirement Planning Group (Kansas)
Kansas
$281K +$327 +2 +0.1%
AWM
795
Ameliora Wealth Management
Switzerland
$281K – – –
TA
796
Townsend & Associates
Colorado
$280K – – –
CQWA
797
Chokshi & Queen Wealth Advisors
California
$278K – – –
PCMC
798
Paragon Capital Management (Colorado)
Colorado
$277K +$282K +1,723 New
OAS
799
Optivise Advisory Services
Tennessee
$275K -$36.1K -221 -11%
ACA
800
Anchor Capital Advisors
Massachusetts
$274K -$1.51M -9,222 -84%
30 31
32
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