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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Clune & Associates
Illinois
$317K +$59.9K +378 +24%
OCM
777
One Capital Management
California
$316K +$18.7K +118 +7%
VBWMG
778
Von Berge Wealth Management Group
California
$316K -$3.48K -22 -1%
ITB
779
Idaho Trust Bank
Idaho
$315K -$37.2K -235 -11%
TW
780
Towerpoint Wealth
California
$314K – – –
BFO
781
Biltmore Family Office
North Carolina
$314K – – –
WA
782
Wealthstream Advisors
New York
$312K – – –
LA
783
LWM Advisors
California
$312K – – –
CPG
784
Cornerstone Planning Group
New Jersey
$311K -$6.17K -39 -2%
LTL
785
Lowery Thomas LLC
California
$310K -$48.3K -305 -14%
CSF
786
Capital Squared Financial
Maryland
$310K +$298K +1,882 New
SRC
787
Sage Rhino Capital
California
$309K – – –
TSS
788
Two Sigma Securities
New York
$308K +$296K +1,872 New
CMMS
789
Comprehensive Money Management Services
Florida
$307K -$39.6K -250 -12%
IA
790
IFG Advisory
Georgia
$306K +$55.9K +353 +23%
LIWM
791
Long Island Wealth Management
New York
$305K +$294K +1,854 New
TFGT
792
TS Financial Group (TSFG)
Illinois
$304K – – –
EHAM
793
Eagle Harbor Asset Management
Washington
$303K -$2.69K -17 -0.9%
MSWM
794
McGlone Suttner Wealth Management
Wisconsin
$303K -$119K -753 -29%
FB
795
Finward Bancorp
Indiana
$302K -$4.75K -30 -2%
VP
796
Verum Partners
North Carolina
$300K – – –
VA
797
Valmark Advisers
Ohio
$300K +$22.8K +144 +9%
MSAM
798
Moloney Securities Asset Management
Missouri
$299K – – –
BWM
799
Benchmark Wealth Management
Connecticut
$296K – – –
SIA
800
Soltis Investment Advisors
Utah
$295K -$9.5K -60 -3%
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