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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
851
Diversified Trust
Tennessee
$234K +$239K +1,460 New
LWM
852
Lodestone Wealth Management
Washington
$233K -$981 -6 -0.4%
KCM
853
Kennicott Capital Management
California
$231K – – –
PIA
854
Panoramic Investment Advisors
Colorado
$230K +$1.47K +9 +0.6%
SCI
855
Silver Coast Investments
United States
$230K +$12.9K +79 +6%
FFM
856
Forum Financial Management
Illinois
$228K -$11.1K -68 -5%
GAM
857
Gemmer Asset Management
California
$228K +$1.14K +7 +0.5%
BFPW
858
BOK Financial Private Wealth
Colorado
$228K – – –
VWA
859
VSM Wealth Advisory
Maryland
$226K +$490 +3 +0.2%
BW
860
Blalock Williams
Alabama
$226K -$24.4K -149 -10%
SC
861
Sapient Capital
Indiana
$226K +$230K +1,407 New
TF
862
Theory Financial
Colorado
$226K – – –
FFA
863
First Foundation Advisors
California
$225K – – –
SFP
864
Shepherd Financial Partners
Massachusetts
$223K – – –
MWP
865
Meriwether Wealth & Planning
Louisiana
$222K -$23.2K -142 -9%
NC
866
NewSquare Capital
Pennsylvania
$222K – – –
RSWA
867
Robinson Smith Wealth Advisors
Maine
$222K +$5.89K +36 +3%
BMD
868
Better Money Decisions
New Mexico
$221K +$4.41K +27 +2%
GWP
869
Gen-Wealth Partners
Michigan
$221K – – –
CFD
870
Creative Financial Designs
Indiana
$220K -$48.4K -296 -18%
PFWA
871
Paces Ferry Wealth Advisors
Georgia
$219K +$14.2K +87 +7%
NEPWA
872
New England Private Wealth Advisors
Massachusetts
$219K +$7.52K +46 +3%
PIN
873
Prudent Investors Network
California
$217K +$221K +1,353 New
OA
874
Operose Advisors
Wisconsin
$217K +$981 +6 +0.4%
PIFP
875
Partners in Financial Planning
Virginia
$217K +$1.14K +7 +0.5%
33 34
35
36 37