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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
876
Meriwether Wealth & Planning
Louisiana
$242K – – –
RSWA
877
Robinson Smith Wealth Advisors
Maine
$241K -$1.19K -7 -0.5%
OFS
878
OneAscent Financial Services
Alabama
$240K -$47K -276 -17%
LNWWM
879
Laird Norton Wetherby Wealth Management
California
$239K – – –
NEPWA
880
New England Private Wealth Advisors
Massachusetts
$239K – – –
CA
881
Cornerstone Advisory
Maryland
$238K +$510 +3 +0.2%
PIFP
882
Partners in Financial Planning
Virginia
$236K +$681 +4 +0.3%
AIM
883
Advyzon Investment Management
Illinois
$236K +$230K +1,352 New
CA
884
CoreCap Advisors
Michigan
$235K +$11.1K +65 +5%
OC
885
Optima Capital
Oregon
$235K – – –
OPPS
886
Obsidian Personal Planning Solutions
Maryland
$234K – – –
RAM
887
Redmond Asset Management
Virginia
$234K – – –
QP
888
Quartz Partners
New York
$233K +$7.15K +42 +3%
CFD
889
Creative Financial Designs
Indiana
$232K +$681 +4 +0.3%
CSA
890
Cottage Street Advisors
Massachusetts
$232K +$510 +3 +0.2%
CIAS
891
Capital Investment Advisory Services
North Carolina
$231K -$6.98K -41 -3%
TC
892
Trilogy Capital
California
$231K +$225K +1,323 New
PG
893
Proffitt & Goodson
Tennessee
$231K – – –
NWMP
894
Noble Wealth Management PBC
Colorado
$230K +$224K +1,318 New
SDWMA
895
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K – – –
SPAS
896
Spectrum Planning & Advisory Services
California
$229K -$1.87K -11 -0.8%
CAG
897
Compass Advisory Group
New York
$226K +$219K +1,288 New
MAM
898
Mainsail Asset Management
Alabama
$225K +$220K +1,292 New
CW
899
Curio Wealth
Maryland
$225K -$5.79K -34 -3%
1NWS
900
1 North Wealth Services
Maryland
$225K -$23.8K -140 -10%
34 35
36
37 38