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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
926
Legacy Bridge
Iowa
$263K -$93.4K -500 -26%
DW
927
Dodds Wealth
Colorado
$262K -$12.5K -67 -4%
BRWA
928
B. Riley Wealth Advisors
Florida
$259K -$2.06K -11 -0.8%
TF
929
Theory Financial
Colorado
$259K – – –
SWRP
930
Summit Wealth & Retirement Planning
California
$259K -$30.3K -162 -10%
MWP
931
Meriwether Wealth & Planning
Louisiana
$259K +$3.92K +21 +2%
CIM
932
Cambria Investment Management
California
$259K -$19.4K -104 -7%
QP
933
Quartz Partners
New York
$258K +$5.61K +30 +2%
AWM
934
Accurate Wealth Management
Florida
$257K -$59K -316 -19%
OA
935
Oxbow Advisors
Texas
$256K -$132K -705 -34%
CPG
936
Cornerstone Planning Group
New Jersey
$256K -$83.1K -445 -25%
OFS
937
Opus Financial Solutions
Illinois
$256K -$15.3K -82 -6%
GFWA
938
Grey Fox Wealth Advisors
Delaware
$254K -$56.6K -303 -18%
NRI
939
NFP Retirement Inc
California
$254K -$82.9K -444 -24%
GI
940
GAMMA Investing
California
$254K +$131K +700 +104%
CFO
941
Colony Family Offices
North Carolina
$253K -$15.7K -84 -6%
GAM
942
Gemmer Asset Management
California
$252K -$6.17K -33 -2%
AWM
943
Atticus Wealth Management
Florida
$249K -$8.03K -43 -3%
SDWMA
944
Schneider Downs Wealth Management Advisors
Pennsylvania
$248K – – –
OC
945
Optima Capital
Oregon
$248K – – –
RSWA
946
Robinson Smith Wealth Advisors
Maine
$248K – – –
CSA
947
Cottage Street Advisors
Massachusetts
$247K +$374 +2 +0.1%
RAM
948
Redmond Asset Management
Virginia
$247K – – –
WS
949
Wedbush Securities
California
$246K – – –
TWM
950
Tanager Wealth Management
United Kingdom
$245K +$248K +1,327 New
36 37
38
39 40