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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Cornerstone Advisory
Maryland
$224K – – –
OPPS
877
Obsidian Personal Planning Solutions
Maryland
$224K +$215K +1,359 New
WAM
878
WNY Asset Management
New York
$223K -$447K -2,823 -68%
PIN
879
Prudent Investors Network
California
$223K – – –
OA
880
Operose Advisors
Wisconsin
$222K – – –
NC
881
NewSquare Capital
Pennsylvania
$222K -$5.07K -32 -2%
PIFP
882
Partners in Financial Planning
Virginia
$222K – – –
OC
883
Optima Capital
Oregon
$222K – – –
RAM
884
Redmond Asset Management
Virginia
$220K -$317 -2 -0.1%
PFWA
885
Paces Ferry Wealth Advisors
Georgia
$219K -$5.86K -37 -3%
CSA
886
Cottage Street Advisors
Massachusetts
$218K – – –
CFD
887
Creative Financial Designs
Indiana
$218K -$7.28K -46 -3%
CW
888
Curio Wealth
Maryland
$218K +$209K +1,317 +18,814%
PG
889
Proffitt & Goodson
Tennessee
$218K – – –
SPAS
890
Spectrum Planning & Advisory Services
California
$217K +$209K +1,321 New
CWP
891
Concord Wealth Partners
Virginia
$216K -$34.4K -217 -14%
CAMV
892
Concord Asset Management (Virginia)
Virginia
$216K +$208K +1,316 New
SDWMA
893
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
BWL
894
Bogart Wealth LLC
Virginia
$214K -$5.86K -37 -3%
CA
895
Calton & Associates
Florida
$214K -$108K -680 -34%
QP
896
Quartz Partners
New York
$213K +$205K +1,295 New
PWM
897
PBMares Wealth Management
Virginia
$212K -$950 -6 -0.5%
CA
898
CoreCap Advisors
Michigan
$211K -$67.1K -424 -25%
SCM
899
Saxony Capital Management
Missouri
$211K +$203K +1,280 New
BFS
900
Bradley Foster & Sargent
Connecticut
$210K -$117K -738 -37%
34 35
36
37 38