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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
901
Quaker Wealth Management
New Jersey
$279K +$187 +1 +0.1%
TAM
902
Titleist Asset Management
Texas
$277K +$30.1K +161 +12%
PIN
903
Prudent Investors Network
California
$277K – – –
CPW
904
Cove Private Wealth
New York
$276K – – –
IWM
905
Integris Wealth Management
California
$276K – – –
OAS
906
Optivise Advisory Services
Tennessee
$274K – – –
JWM
907
JPL Wealth Management
Colorado
$274K – – –
FFA
908
Florida Financial Advisors
Florida
$273K +$277K +1,484 New
PWAM
909
Private Wealth Asset Management
Iowa
$272K -$12.7K -68 -4%
CT
910
Caldwell Trust
Florida
$271K -$6.91K -37 -2%
TCM
911
TruNorth Capital Management
Michigan
$271K – – –
PFWA
912
Paces Ferry Wealth Advisors
Georgia
$271K -$934 -5 -0.3%
CSB
913
City State Bank
Iowa
$270K – – –
PIA
914
Panoramic Investment Advisors
Colorado
$269K +$1.31K +7 +0.5%
CT
915
Coastline Trust
Rhode Island
$269K – – –
RRA
916
Round Rock Advisors
Connecticut
$268K -$7.47K -40 -3%
SIM
917
Synergy Investment Management
Florida
$268K -$3.92K -21 -1%
AIM
918
Advyzon Investment Management
Illinois
$267K -$48K -257 -15%
VFP
919
Vilga Financial Planning
New Jersey
$267K +$271K +1,449 New
PP
920
Patten & Patten
Tennessee
$267K -$9.34K -50 -3%
OA
921
Operose Advisors
Wisconsin
$266K -$10.8K -58 -4%
EW
922
Element Wealth
Mississippi
$266K -$2.99K -16 -1%
LFA
923
Legacy Financial Advisors
Kentucky
$266K -$33.4K -179 -11%
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$269K +1,440 New
CA
925
Claro Advisors
Massachusetts
$265K +$55.3K +296 +26%
35 36
37
38 39