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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
851
Valeo Financial Advisors
Indiana
$365K -$28.1K -145 -7%
SA
852
Sylvest Advisors
Texas
$364K +$357K +1,844 New
EFG
853
Ethos Financial Group
Pennsylvania
$363K – – –
BCA
854
Bay Colony Advisors
Massachusetts
$363K -$20.9K -108 -6%
SW
855
Simplicity Wealth
New Jersey
$362K -$26.9K -139 -7%
AP
856
Atwood & Palmer
Missouri
$362K – – –
RPC
857
Rossmore Private Capital
Connecticut
$361K – – –
VP
858
Verum Partners
North Carolina
$361K – – –
CT
859
Caldwell Trust
Florida
$359K +$66.4K +343 +23%
SW
860
SkyOak Wealth
Michigan
$353K – – –
RC
861
Roundview Capital
New Jersey
$349K +$22.6K +117 +7%
LOWM
862
Laurel Oak Wealth Management
New Jersey
$347K +$116K +600 +52%
AWM
863
Ameliora Wealth Management
Switzerland
$346K – – –
CAG
864
Compass Advisory Group
New York
$345K -$27.1K -140 -7%
GC
865
Guidance Capital
Kentucky
$343K – – –
PPF
866
Pacific Park Financial
California
$342K +$335K +1,733 New
SCI
867
Silver Coast Investments
United States
$342K +$5.03K +26 +2%
EAN
868
Excelsior Advisor Network
Colorado
$339K +$77.8K +402 +31%
VVP
869
Venture Visionary Partners
Ohio
$336K +$1.55K +8 +0.5%
CA
870
Clune & Associates
Illinois
$336K -$38.5K -199 -10%
LW
871
Livet Wealth
Utah
$333K +$193 +1 +0.1%
APFP
872
Action Point Financial Planning
Michigan
$332K +$326K +1,686 New
PWM
873
Paulson Wealth Management
Illinois
$332K – – –
QWM
874
Quadcap Wealth Management
Texas
$330K -$6.77K -35 -2%
VA
875
Valmark Advisers
Ohio
$328K -$42.6K -220 -12%
33 34
35
36 37