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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
PBMares Wealth Management
Virginia
$225K – – –
CGA
902
Crescent Grove Advisors
Illinois
$222K +$510 +3 +0.2%
MWP
903
Meredith Wealth Planning
Illinois
$221K – – –
BWA
904
Bestgate Wealth Advisors
Maryland
$219K – – –
WS
905
Wedbush Securities
California
$219K +$213K +1,252 New
AC
906
AlphaCore Capital
California
$216K +$1.02K +6 +0.5%
CWM
907
Cahaba Wealth Management
Georgia
$216K +$210K +1,235 New
CI
908
Ceera Investments
Texas
$215K +$209K +1,230 New
MAG
909
Mayfair Advisory Group
Alabama
$215K – – –
ATC
910
Advantage Trust Company
Kansas
$214K – – –
WAM
911
WNY Asset Management
New York
$214K -$21.9K -129 -10%
WFA
912
WMG Financial Advisors
Tennessee
$213K – – –
BLC
913
Brown, Lisle/Cummings
Rhode Island
$212K +$2.55K +15 +1%
JWM
914
Jeppson Wealth Management
California
$211K +$206K +1,210 New
CA
915
CGN Advisors
Kansas
$210K +$205K +1,205 New
BWL
916
Bogart Wealth LLC
Virginia
$209K -$18K -106 -8%
SP
917
Stonebrook Private
Michigan
$209K +$203K +1,196 New
APA
918
Astoria Portfolio Advisors
New York
$208K – – –
WFA
919
Wells Financial Advisors
Massachusetts
$207K -$2.55K -15 -1%
LFA
920
Level Financial Advisors
New York
$207K +$202K +1,185 New
SIM
921
Synergy Investment Management
Florida
$207K +$201K +1,183 New
FIA
922
FPC Investment Advisory
California
$206K – – –
EWM
923
Endowment Wealth Management
Wisconsin
$206K +$201K +1,181 New
PCFFS
924
Pacific Center for Financial Services
California
$206K -$4.76K -28 -2%
S
925
Sachetta
Massachusetts
$205K – – –
35 36
37
38 39