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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
926
Financial Perspectives
Minnesota
$154K – – –
LFA
927
LGT Financial Advisors
Texas
$150K -$9.78K -58 -6%
AGWCA
928
Annis Gardner Whiting Capital Advisors
Florida
$148K +$104K +618 +209%
SAM
929
Smartleaf Asset Management
Massachusetts
$145K +$20.7K +123 +16%
MA
930
Marquette Associates
Illinois
$137K -$83.8K -497 -37%
A
931
Allianz
Germany
$136K – – –
SL
932
Salomon & Ludwin
Virginia
$133K -$2.02K -12 -1%
PWMG
933
Private Wealth Management Group
New Jersey
$133K – – –
AAG
934
Armstrong Advisory Group
Massachusetts
$129K -$10.6K -63 -7%
LDB
935
Lee, Danner & Bass
Tennessee
$125K +$131K +775 New
PWA
936
Physician Wealth Advisors
Utah
$124K +$130K +769 New
CFB
937
Cullen/Frost Bankers
Texas
$123K +$337 +2 +0.3%
HBW
938
Hazlett, Burt & Watson
West Virginia
$121K +$15.5K +92 +14%
MPCG
939
Matrix Private Capital Group
New York
$121K +$3.54K +21 +3%
ADL
940
Asset Dedication LLC
California
$119K – – –
CFFP
941
Center for Financial Planning
Michigan
$119K – – –
SMA
942
Sage Mountain Advisors
Georgia
$117K – – –
DJSG
943
D.J. St. Germain
Massachusetts
$116K – – –
GM
944
GeoWealth Management
Illinois
$115K +$69.8K +414 +139%
SSB
945
Sandy Spring Bank
Maryland
$113K – – –
HIW
946
Holos Integrated Wealth
Pennsylvania
$112K +$117K +695 New
BCMLT
947
Beacon Capital Management LLC (Tennessee)
Tennessee
$110K -$2.7K -16 -2%
GI
948
GAMMA Investing
California
$109K +$38.5K +228 +51%
OFG
949
Oxford Financial Group
Indiana
$108K +$2.87K +17 +3%
TIM
950
Tortoise Investment Management
New York
$107K – – –
36 37
38
39 40