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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
901
Cove Private Wealth
New York
$296K – – –
IWM
902
Integris Wealth Management
California
$296K – – –
OAS
903
Optivise Advisory Services
Tennessee
$294K – – –
SWM
904
SeaCrest Wealth Management
New York
$294K -$131K -677 -31%
JWM
905
JPL Wealth Management
Colorado
$294K – – –
BWM
906
Bernicke Wealth Management
Wisconsin
$293K -$104K -540 -27%
HIC
907
Holderness Investments Company
North Carolina
$292K -$12.2K -63 -4%
TCM
908
TruNorth Capital Management
Michigan
$291K – – –
PIA
909
Panoramic Investment Advisors
Colorado
$290K +$1.16K +6 +0.4%
CSB
910
City State Bank
Iowa
$290K – – –
CT
911
Coastline Trust
Rhode Island
$288K – – –
OA
912
Operose Advisors
Wisconsin
$286K +$774 +4 +0.3%
PP
913
Patten & Patten
Tennessee
$286K – – –
BRWA
914
B. Riley Wealth Advisors
Florida
$285K +$967 +5 +0.3%
EW
915
Element Wealth
Mississippi
$285K -$387 -2 -0.1%
LB
916
Legacy Bridge
Iowa
$285K +$2.9K +15 +1%
LFA
917
Legacy Financial Advisors
Kentucky
$282K -$2.52K -13 -0.9%
RIS
918
Richmond Investment Services
Wisconsin
$282K -$433K -2,238 -61%
DW
919
Dodds Wealth
Colorado
$281K – – –
AWM
920
Atticus Wealth Management
Florida
$281K +$13.2K +68 +5%
TF
921
Theory Financial
Colorado
$278K – – –
SWRP
922
Summit Wealth & Retirement Planning
California
$278K – – –
BWL
923
Bogart Wealth LLC
Virginia
$276K +$38.9K +201 +17%
CIAS
924
Capital Investment Advisory Services
North Carolina
$275K -$93.6K -484 -26%
MAM
925
MMA Asset Management
Pennsylvania
$275K -$7.46M -38,571 -97%
35 36
37
38 39