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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
926
Bogart Wealth LLC
Virginia
$276K +$38.9K +201 +17%
CIAS
927
Capital Investment Advisory Services
North Carolina
$275K -$93.6K -484 -26%
MAM
928
MMA Asset Management
Pennsylvania
$275K -$7.46M -38,571 -97%
AIM
929
Advyzon Investment Management
Illinois
$274K -$12.2K -63 -4%
CA
930
Claro Advisors
Massachusetts
$274K -$9.67K -50 -3%
SFP
931
Shepherd Financial Partners
Massachusetts
$274K -$8.51K -44 -3%
GI
932
GAMMA Investing
California
$272K – – –
NEPWA
933
New England Private Wealth Advisors
Massachusetts
$272K +$193 +1 +0.1%
CFO
934
Colony Family Offices
North Carolina
$272K – – –
OWA
935
Opal Wealth Advisors
New York
$272K +$79.1K +409 +42%
GAM
936
Gemmer Asset Management
California
$271K +$967 +5 +0.4%
GFWA
937
Grey Fox Wealth Advisors
Delaware
$270K -$1.94K -10 -0.7%
OA
938
Oxbow Advisors
Texas
$270K -$5.22K -27 -2%
C
939
Certuity
Florida
$269K +$263K +1,360 New
RRA
940
Round Rock Advisors
Connecticut
$269K -$18.2K -94 -6%
AWM
941
Accurate Wealth Management
Florida
$267K -$5.8K -30 -2%
CFG
942
Cooper Financial Group
California
$267K +$29K +150 +12%
SDWMA
943
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K – – –
OC
944
Optima Capital
Oregon
$266K – – –
RSWA
945
Robinson Smith Wealth Advisors
Maine
$266K – – –
RAM
946
Redmond Asset Management
Virginia
$265K – – –
EIG
947
Ellenbecker Investment Group
Wisconsin
$263K +$39.7K +205 +18%
FF
948
Foundry Financial
California
$262K +$16.6K +86 +7%
PG
949
Proffitt & Goodson
Tennessee
$261K – – –
VA
950
VestGen Advisors
Illinois
$261K +$256K +1,323 New
36 37
38
39 40