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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
901
Oppenheimer & Co
New York
– -$222K -1,475 Closed
KPW
902
Kore Private Wealth
New York
– -$209K -1,392 Closed
CGA
903
Crescent Grove Advisors
Illinois
– -$207K -1,378 Closed
FLPIM
904
F.L. Putnam Investment Management
Massachusetts
– -$206K -1,369 Closed
HSWM
905
Hubbell Strickland Wealth Management
Louisiana
– -$204K -1,356 Closed
ECG
906
Edge Capital Group
Georgia
– -$201K -1,335 Closed
DWM
907
Dakota Wealth Management
Florida
– -$200K -1,329 Closed
CWS
908
Confluence Wealth Services
Pennsylvania
– -$67K -450 Closed
HFS
909
Horizon Financial Services
North Carolina
– -$44.2K -294 Closed
CA
910
Cornerstone Advisory
Maryland
– -$35K -233 Closed
RPCONE
911
Retirement Planning Company of New England
Rhode Island
– -$33K -220 Closed
SFPG
912
Stonebridge Financial Planning Group
Florida
– -$30K -210 Closed
CA
913
CoreCap Advisors
Michigan
– -$20K -131 Closed
AWA
914
Aquire Wealth Advisors
Utah
– -$14K -91 Closed
AC
915
AlphaCore Capital
California
– -$12K -80 Closed
FCG
916
Financial Connections Group
California
– -$11K -79 Closed
SF
917
SBK Financial
Virginia
– -$10K -66 Closed
HNWA
918
Henrickson Nauta Wealth Advisors
Michigan
– -$8K -57 Closed
CF
919
Concorde Financial
Texas
– -$7K -47 Closed
TC
920
Truvestments Capital
Florida
– -$6K -41 Closed
TCWM
921
Total Clarity Wealth Management
Illinois
– -$3K -18 Closed
CWM
922
CarsonAllaria Wealth Management
Illinois
– -$2K -13 Closed
PA
923
PSI Advisors
Florida
– -$2K -12 Closed
BHWM
924
Beaird Harris Wealth Management
Texas
– -$1K -8 Closed
MAM
925
Meeder Asset Management
Ohio
– +$147 +1 New
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