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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
951
Wealth Watch Advisors
Colorado
$259K – – –
SFWC
952
Strategic Family Wealth Counselors
New Jersey
$259K +$193 +1 +0.1%
CWG
953
Cornerstone Wealth Group
North Carolina
$254K +$13.5K +70 +6%
1NWS
954
1 North Wealth Services
Maryland
$253K -$29.4K -152 -11%
BFA
955
Brown Financial Advisory
Alabama
$252K -$48.4K -250 -16%
SIG
956
Spinnaker Investment Group
California
$252K +$6.77K +35 +3%
MA
957
Marquette Associates
Illinois
$250K – – –
TDC
958
Thompson Davis & Co
Virginia
$247K – – –
OHIS
959
Oak Harvest Investment Services
Texas
$247K -$87.5K -452 -27%
ACM
960
Advance Capital Management
Michigan
$246K +$27.1K +140 +13%
KCM
961
Kennedy Capital Management
Missouri
$245K -$1.15M -5,959 -83%
GKWIM
962
Gerber Kawasaki Wealth & Investment Management
California
$245K +$239K +1,237 New
BFG
963
Berger Financial Group
Minnesota
$244K +$193 +1 +0.1%
IAS
964
Integrity Advisory Solutions
Texas
$243K +$238K +1,230 New
BW
965
Blalock Williams
Alabama
$243K – – –
RIS
966
Retirement Income Solutions
Michigan
$242K – – –
SIG
967
Sargent Investment Group
Maryland
$240K – – –
FIA
968
FPC Investment Advisory
California
$240K – – –
CPG
969
Cornerstone Planning Group
New Jersey
$239K -$27.5K -142 -11%
PWMAG
970
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$8.71K +45 +4%
WS
971
Wedbush Securities
California
$238K -$25.3K -131 -10%
CSA
972
Cottage Street Advisors
Massachusetts
$238K -$26.7K -138 -10%
BHFP
973
Blom & Howell Financial Planning
California
$238K -$2.52K -13 -1%
JWM
974
Jeppson Wealth Management
California
$237K -$967 -5 -0.4%
MWP
975
Meredith Wealth Planning
Illinois
$237K – – –
37 38
39
40 41