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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
776
Smith Thornton Advisors
Alabama
$423K – – –
TSW
777
Thompson Siegel & Walmsley
Virginia
$423K -$1.15M -6,139 -73%
CA
778
Crane Advisory
California
$422K – – –
FCBT
779
First Citizens Bank & Trust
North Carolina
$421K +$27.3K +146 +7%
LWMI
780
Legacy Wealth Management (Idaho)
Idaho
$420K +$87.1K +466 +26%
NA
781
Note Advisors
New York
$419K +$18.5K +99 +5%
NB
782
Northwest Bancshares
Pennsylvania
$417K -$6.35K -34 -1%
TFA
783
TPG Financial Advisors
Oregon
$415K -$70.8K -379 -14%
LWP
784
LMG Wealth Partners
Louisiana
$414K +$2.24K +12 +0.5%
SCG
785
Sonata Capital Group
Washington
$414K -$29K -155 -6%
NC
786
North Capital
Utah
$413K +$2.24K +12 +0.5%
SC
787
Sapient Capital
Indiana
$411K +$38.1K +204 +10%
FPCG
788
Forum Private Client Group
Indiana
$410K – – –
WFPG
789
Waller Financial Planning Group
Ohio
$408K -$56K -300 -12%
BFA
790
Beaumont Financial Advisors
Massachusetts
$408K -$18.3K -98 -4%
KA
791
Klingman & Associates
New York
$407K – – –
QCM
792
QRG Capital Management
Illinois
$400K -$70.2K -376 -15%
CCM
793
Compass Capital Management
Minnesota
$400K – – –
BIM
794
Bridges Investment Management
Nebraska
$399K +$35.9K +192 +10%
OWA
795
Octavia Wealth Advisors
Ohio
$399K -$11.2K -60 -3%
CIA
796
Compass Ion Advisors
Pennsylvania
$399K -$31.9K -171 -7%
MWA
797
Medallion Wealth Advisors
Connecticut
$399K -$40.4K -216 -9%
SWM
798
SeaCrest Wealth Management
New York
$399K -$4.67K -25 -1%
FFM
799
Forum Financial Management
Illinois
$399K +$3.92K +21 +1%
EHAM
800
Eagle Harbor Asset Management
Washington
$399K +$5.42K +29 +1%
30 31
32
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