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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
826
Townsend & Associates
Colorado
$350K – – –
MPW
827
MASECO Private Wealth
$349K +$345K +1,969 New
SIC
828
Sterling Investment Counsel
New York
$349K +$377K +2,156 New
OFS
829
OneAscent Financial Services
Alabama
$347K +$102K +585 +43%
HWA
830
Heritage Wealth Advisors
Virginia
$346K – – –
MPAM
831
Murphy Pohlad Asset Management
Minnesota
$346K +$21.7K +124 +7%
LWPC
832
Legacy Wealth Partners (Colorado)
Colorado
$345K +$341K +1,947 New
LIWM
833
Long Island Wealth Management
New York
$345K +$15.6K +89 +5%
IDA
834
Intelligence Driven Advisers
California
$344K -$28.5K -163 -8%
LB
835
Legacy Bridge
Iowa
$341K – – –
LTL
836
Lowery Thomas LLC
California
$340K +$3.33K +19 +1%
CIAS
837
Capital Investment Advisory Services
North Carolina
$340K +$103K +590 +45%
ITB
838
Idaho Trust Bank
Idaho
$340K – – –
PL
839
Plancorp LLC
Missouri
$338K – – –
PA
840
Pinnacle Associates
New York
$337K -$7.88K -45 -2%
BFO
841
Biltmore Family Office
North Carolina
$337K -$52.5K -300 -14%
LA
842
LWM Advisors
California
$337K +$350 +2 +0.1%
CA
843
Clune & Associates
Illinois
$335K -$7.53K -43 -2%
BAMG
844
Brand Asset Management Group
Missouri
$333K +$3.33K +19 +1%
CMMS
845
Comprehensive Money Management Services
Florida
$331K – – –
TFGT
846
TS Financial Group (TSFG)
Illinois
$329K +$350 +2 +0.1%
HIA
847
HTG Investment Advisors
Connecticut
$328K +$2.8K +16 +0.9%
MSWM
848
McGlone Suttner Wealth Management
Wisconsin
$328K +$1.05K +6 +0.3%
CPG
849
Cornerstone Planning Group
New Jersey
$328K +$16.5K +94 +6%
VA
850
Valmark Advisers
Ohio
$326K +$2.63K +15 +0.8%
32 33
34
35 36