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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
826
Optivise Advisory Services
Tennessee
$284K -$1.19K -7 -0.4%
CFP
827
Comprehensive Financial Planning
Pennsylvania
$283K +$1.19K +7 +0.4%
SCI
828
Silver Coast Investments
United States
$283K +$31K +182 +13%
FFL
829
Financial Freedom LLC
Ohio
$280K +$510 +3 +0.2%
AWM
830
Accurate Wealth Management
Florida
$280K +$275K +1,618 New
PVI
831
Pine Valley Investments
New Jersey
$278K +$510 +3 +0.2%
WE
832
Wealth Effects
Massachusetts
$278K +$2.38K +14 +0.9%
SWRP
833
Summit Wealth & Retirement Planning
California
$274K – – –
SIMG
834
Sonora Investment Management Group
Arizona
$273K – – –
CCA
835
Cravens & Co Advisors
Tennessee
$272K – – –
KCM
836
Kornitzer Capital Management
Kansas
$272K – – –
PWAM
837
Private Wealth Asset Management
Iowa
$269K -$42.5K -250 -14%
DWP
838
Daymark Wealth Partners
Ohio
$268K +$261K +1,535 New
FWMP
839
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$266K -$11.6K -68 -4%
MPCL
840
My Personal CFO LLC
Washington
$266K +$259K +1,524 New
LWM
841
Lodestone Wealth Management
Washington
$264K +$10K +59 +4%
SAM
842
Silvercrest Asset Management
New York
$263K – – –
QWM
843
Quaker Wealth Management
New Jersey
$262K +$170 +1 +0.1%
IWM
844
Integris Wealth Management
California
$262K – – –
PP
845
Patten & Patten
Tennessee
$262K – – –
DT
846
Diversified Trust
Tennessee
$261K +$5.96K +35 +2%
RRA
847
Round Rock Advisors
Connecticut
$261K -$851 -5 -0.3%
DW
848
Dodds Wealth
Colorado
$260K +$170 +1 +0.1%
JWM
849
JPL Wealth Management
Colorado
$260K – – –
SC
850
Sapient Capital
Indiana
$259K +$6.81K +40 +3%
32 33
34
35 36