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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIN
901
Prudent Investors Network
California
$277K – – –
CPW
902
Cove Private Wealth
New York
$276K – – –
IWM
903
Integris Wealth Management
California
$276K – – –
OAS
904
Optivise Advisory Services
Tennessee
$274K – – –
JWM
905
JPL Wealth Management
Colorado
$274K – – –
FFA
906
Florida Financial Advisors
Florida
$273K +$277K +1,484 New
PWAM
907
Private Wealth Asset Management
Iowa
$272K -$12.7K -68 -4%
CT
908
Caldwell Trust
Florida
$271K -$6.91K -37 -2%
TCM
909
TruNorth Capital Management
Michigan
$271K – – –
PFWA
910
Paces Ferry Wealth Advisors
Georgia
$271K -$934 -5 -0.3%
CSB
911
City State Bank
Iowa
$270K – – –
PIA
912
Panoramic Investment Advisors
Colorado
$269K +$1.31K +7 +0.5%
CT
913
Coastline Trust
Rhode Island
$269K – – –
RRA
914
Round Rock Advisors
Connecticut
$268K -$7.47K -40 -3%
SIM
915
Synergy Investment Management
Florida
$268K -$3.92K -21 -1%
AIM
916
Advyzon Investment Management
Illinois
$267K -$48K -257 -15%
VFP
917
Vilga Financial Planning
New Jersey
$267K +$271K +1,449 New
PP
918
Patten & Patten
Tennessee
$267K -$9.34K -50 -3%
OA
919
Operose Advisors
Wisconsin
$266K -$10.8K -58 -4%
EW
920
Element Wealth
Mississippi
$266K -$2.99K -16 -1%
LFA
921
Legacy Financial Advisors
Kentucky
$266K -$33.4K -179 -11%
PFGIA
922
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$269K +1,440 New
CA
923
Claro Advisors
Massachusetts
$265K +$55.3K +296 +26%
SFP
924
Shepherd Financial Partners
Massachusetts
$264K +$8.22K +44 +3%
1NWS
925
1 North Wealth Services
Maryland
$264K +$3.74K +20 +1%
35 36
37
38 39