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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
851
Bay Colony Advisors
Massachusetts
$363K -$20.9K -108 -6%
SW
852
Simplicity Wealth
New Jersey
$362K -$26.9K -139 -7%
AP
853
Atwood & Palmer
Missouri
$362K – – –
RPC
854
Rossmore Private Capital
Connecticut
$361K – – –
VP
855
Verum Partners
North Carolina
$361K – – –
CT
856
Caldwell Trust
Florida
$359K +$66.4K +343 +23%
SW
857
SkyOak Wealth
Michigan
$353K – – –
RC
858
Roundview Capital
New Jersey
$349K +$22.6K +117 +7%
LOWM
859
Laurel Oak Wealth Management
New Jersey
$347K +$116K +600 +52%
AWM
860
Ameliora Wealth Management
Switzerland
$346K – – –
CAG
861
Compass Advisory Group
New York
$345K -$27.1K -140 -7%
GC
862
Guidance Capital
Kentucky
$343K – – –
PPF
863
Pacific Park Financial
California
$342K +$335K +1,733 New
SCI
864
Silver Coast Investments
United States
$342K +$5.03K +26 +2%
EAN
865
Excelsior Advisor Network
Colorado
$339K +$77.8K +402 +31%
VVP
866
Venture Visionary Partners
Ohio
$336K +$1.55K +8 +0.5%
CA
867
Clune & Associates
Illinois
$336K -$38.5K -199 -10%
LW
868
Livet Wealth
Utah
$333K +$193 +1 +0.1%
APFP
869
Action Point Financial Planning
Michigan
$332K +$326K +1,686 New
PWM
870
Paulson Wealth Management
Illinois
$332K – – –
QWM
871
Quadcap Wealth Management
Texas
$330K -$6.77K -35 -2%
VA
872
Valmark Advisers
Ohio
$328K -$42.6K -220 -12%
TW
873
Towerpoint Wealth
California
$327K – – –
WE
874
Wealth Effects
Massachusetts
$327K +$2.13K +11 +0.7%
CFP
875
Comprehensive Financial Planning
Pennsylvania
$326K +$1.35K +7 +0.4%
33 34
35
36 37