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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
876
Partners in Financial Planning
Virginia
$217K +$1.14K +7 +0.5%
OC
877
Optima Capital
Oregon
$216K – – –
GIP
878
Greatmark Investment Partners
Georgia
$216K – – –
RAM
879
Redmond Asset Management
Virginia
$215K – – –
BWL
880
Bogart Wealth LLC
Virginia
$215K – – –
NWMP
881
Noble Wealth Management PBC
Colorado
$214K – – –
CA
882
Cornerstone Advisory
Maryland
$214K +$223K +1,361 New
CSA
883
Cottage Street Advisors
Massachusetts
$213K +$490 +3 +0.2%
PG
884
Proffitt & Goodson
Tennessee
$212K – – –
CA
885
Crane Advisory
California
$211K – – –
SDWMA
886
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K – – –
FT
887
Fiduciary Trust
Massachusetts
$210K +$214K +1,306 New
PWM
888
PBMares Wealth Management
Virginia
$208K -$3.43K -21 -2%
SW
889
Simplicity Wealth
New Jersey
$206K +$490 +3 +0.2%
CGA
890
Crescent Grove Advisors
Illinois
$203K +$654 +4 +0.3%
BWA
891
Bestgate Wealth Advisors
Maryland
$201K -$1.64K -10 -0.8%
FFP
892
Freedom Financial Partners
Minnesota
$200K -$59.2K -362 -22%
CTA
893
Colonial Trust Advisors
South Carolina
$197K – – –
ATC
894
Advantage Trust Company
Kansas
$197K – – –
NRC
895
New Republic Capital
North Carolina
$194K -$5.72K -35 -3%
PCFFS
896
Pacific Center for Financial Services
California
$194K +$327 +2 +0.2%
SIM
897
Synergy Investment Management
Florida
$194K -$22.4K -137 -10%
WFA
898
Wells Financial Advisors
Massachusetts
$193K – – –
BLC
899
Brown, Lisle/Cummings
Rhode Island
$190K +$189K +1,155 +3,850%
S
900
Sachetta
Massachusetts
$189K -$43.2K -264 -18%
34 35
36
37 38