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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
826
Financial Freedom LLC
Ohio
$259K +$675 +4 +0.3%
CT
827
Caldwell Trust
Florida
$259K – – –
FWMP
828
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$258K +$269K +1,592 New
PVI
829
Pine Valley Investments
New Jersey
$256K +$267K +1,585 New
BPFA
830
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
LNWWM
831
Laird Norton Wetherby Wealth Management
California
$254K – – –
SWRP
832
Summit Wealth & Retirement Planning
California
$253K – – –
CCA
833
Cravens & Co Advisors
Tennessee
$252K – – –
CA
834
CGN Advisors
Kansas
$252K -$3.54K -21 -1%
KCM
835
Kornitzer Capital Management
Kansas
$252K -$17.9K -106 -6%
BW
836
Blalock Williams
Alabama
$252K +$262K +1,556 New
WE
837
Wealth Effects
Massachusetts
$252K +$3.04K +18 +1%
CAM
838
Clark Asset Management
New Hampshire
$251K – – –
RC
839
Roundview Capital
New Jersey
$250K +$42.2K +250 +19%
LSA
840
Lion Street Advisors
Texas
$250K – – –
DW
841
Dodds Wealth
Colorado
$249K – – –
PWMAG
842
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$2.36K +14 +0.9%
CSB
843
City State Bank
Iowa
$248K -$42.8K -254 -14%
MWP
844
Meriwether Wealth & Planning
Louisiana
$247K +$257K +1,526 New
CWP
845
Concord Wealth Partners
Virginia
$246K +$1.52K +9 +0.6%
CA
846
Clune & Associates
Illinois
$244K +$255K +1,509 New
EWM
847
Endowment Wealth Management
Wisconsin
$244K -$2.7K -16 -1%
SIMG
848
Sonora Investment Management Group
Arizona
$243K +$28.2K +167 +13%
IWM
849
Integris Wealth Management
California
$243K – – –
PP
850
Patten & Patten
Tennessee
$242K -$337 -2 -0.1%
32 33
34
35 36