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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
951
Duncker Streett & Co
Missouri
$74.7K – – –
TIM
952
Tortoise Investment Management
New York
$73K -$33.8K -207 -31%
MIA
953
MeadowBrook Investment Advisors
Michigan
$73K – – –
RF
954
Rossby Financial
Florida
$72.3K -$268K -1,637 -78%
TLA
955
Tanglewood Legacy Advisors
Texas
$70K – – –
OW
956
Olistico Wealth
Oklahoma
$69K – – –
DPW
957
DiNuzzo Private Wealth
Pennsylvania
$68.2K – – –
T
958
Transce3nd
Texas
$68.1K -$2.78K -17 -4%
CAL
959
Capital Analysts LLC
Pennsylvania
$68K +$19.6K +120 +40%
CI
960
Cordant Inc
Oregon
$67.9K – – –
PIP
961
Peachtree Investment Partners
Florida
$67.7K +$29.4K +180 +74%
HDIM
962
Hanson & Doremus Investment Management
Vermont
$66K – – –
CFB
963
Cullen/Frost Bankers
Texas
$64.6K -$58.5K -358 -47%
AIM
964
Anchor Investment Management
South Carolina
$64.5K +$1.8K +11 +3%
BOJHT
965
Bank of Jackson Hole Trust
Wyoming
$62.7K – – –
NA
966
Nordwand Advisors
Pennsylvania
$62.6K – – –
CWA
967
Carolina Wealth Advisors
South Carolina
$62.6K +$58K +355 +1,014%
CWC
968
Carolinas Wealth Consulting
North Carolina
$61.8K – – –
FWM
969
FSA Wealth Management
Massachusetts
$58.5K -$303K -1,855 -74%
WWMSC
970
Wagner Wealth Management (South Carolina)
South Carolina
$57.8K +$58.9K +360 New
SC
971
SouthState Corp
Florida
$57.5K +$21.7K +133 +59%
FAI
972
Fiduciary Advisors Inc
Missouri
$57.4K – – –
AWM
973
Abound Wealth Management
Tennessee
$53.2K +$817 +5 +2%
OIA
974
Optimum Investment Advisors
Illinois
$48.2K – – –
ACA
975
American Capital Advisory
Idaho
$48.2K +$49K +300 New
37 38
39
40 41