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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
876
Optima Capital
Oregon
$216K – – –
GIP
877
Greatmark Investment Partners
Georgia
$216K – – –
RAM
878
Redmond Asset Management
Virginia
$215K – – –
BWL
879
Bogart Wealth LLC
Virginia
$215K – – –
NWMP
880
Noble Wealth Management PBC
Colorado
$214K – – –
CA
881
Cornerstone Advisory
Maryland
$214K +$223K +1,361 New
CSA
882
Cottage Street Advisors
Massachusetts
$213K +$490 +3 +0.2%
PG
883
Proffitt & Goodson
Tennessee
$212K – – –
CA
884
Crane Advisory
California
$211K – – –
SDWMA
885
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K – – –
FT
886
Fiduciary Trust
Massachusetts
$210K +$214K +1,306 New
PWM
887
PBMares Wealth Management
Virginia
$208K -$3.43K -21 -2%
SW
888
Simplicity Wealth
New Jersey
$206K +$490 +3 +0.2%
CGA
889
Crescent Grove Advisors
Illinois
$203K +$654 +4 +0.3%
BWA
890
Bestgate Wealth Advisors
Maryland
$201K -$1.64K -10 -0.8%
FFP
891
Freedom Financial Partners
Minnesota
$200K -$59.2K -362 -22%
CTA
892
Colonial Trust Advisors
South Carolina
$197K – – –
ATC
893
Advantage Trust Company
Kansas
$197K – – –
NRC
894
New Republic Capital
North Carolina
$194K -$5.72K -35 -3%
PCFFS
895
Pacific Center for Financial Services
California
$194K +$327 +2 +0.2%
SIM
896
Synergy Investment Management
Florida
$194K -$22.4K -137 -10%
WFA
897
Wells Financial Advisors
Massachusetts
$193K – – –
BLC
898
Brown, Lisle/Cummings
Rhode Island
$190K +$189K +1,155 +3,850%
S
899
Sachetta
Massachusetts
$189K -$43.2K -264 -18%
AWM
900
Atticus Wealth Management
Florida
$189K -$23.5K -144 -11%
34 35
36
37 38