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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
801
Moloney Securities Asset Management
Missouri
$294K -$9.78K -58 -3%
OCM
802
One Capital Management
California
$291K – – –
MWM
803
MGB Wealth Management
Texas
$290K -$302K -1,791 -50%
GGS
804
Galvin Gaustad & Stein
Arizona
$289K +$302K +1,788 New
SW
805
SkyOak Wealth
Michigan
$288K – – –
CL
806
Cabana LLC
Arkansas
$287K -$16.5K -98 -5%
NDSI
807
Newman Dignan & Sheerar Inc
Rhode Island
$284K -$14.3K -85 -5%
AWM
808
Ameliora Wealth Management
Switzerland
$283K – – –
RPGK
809
Retirement Planning Group (Kansas)
Kansas
$283K – – –
SIA
810
Soltis Investment Advisors
Utah
$282K +$7.25K +43 +3%
CQWA
811
Chokshi & Queen Wealth Advisors
California
$280K +$292K +1,733 New
AIA
812
Accelerate Investment Advisors
California
$276K +$287K +1,703 New
RFA
813
Resurgent Financial Advisors
Georgia
$275K +$5.57K +33 +2%
CM
814
Cornerstone Management
Georgia
$275K – – –
PA
815
Pinnacle Associates
New York
$275K +$286K +1,698 New
QWM
816
Quadcap Wealth Management
Texas
$274K +$843 +5 +0.3%
CFD
817
Creative Financial Designs
Indiana
$270K +$19.2K +114 +7%
VVP
818
Venture Visionary Partners
Ohio
$267K +$1.52K +9 +0.5%
RFP
819
Root Financial Partners
California
$266K +$278K +1,646 New
CFO
820
Colony Family Offices
North Carolina
$265K +$277K +1,640 New
ACM
821
Advisors Capital Management
New Jersey
$264K +$275K +1,629 New
IA
822
IFG Advisory
Georgia
$263K +$274K +1,627 New
FFP
823
Freedom Financial Partners
Minnesota
$260K +$272K +1,610 New
SAM
824
Silvercrest Asset Management
New York
$260K – – –
CFP
825
Comprehensive Financial Planning
Pennsylvania
$260K +$271K +1,607 New
31 32
33
34 35