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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
951
United Financial Planning Group
New York
$147K +$178K +1,044 New
NRC
952
New Republic Capital
North Carolina
$147K -$4.08K -24 -3%
PWMG
953
Private Wealth Management Group
New Jersey
$143K – – –
DJSG
954
D.J. St. Germain
Massachusetts
$135K +$8.85K +52 +7%
PWA
955
Physician Wealth Advisors
Utah
$134K – – –
MPCG
956
Matrix Private Capital Group
New York
$131K – – –
ADL
957
Asset Dedication LLC
California
$129K – – –
CFFP
958
Center for Financial Planning
Michigan
$128K – – –
SL
959
Salomon & Ludwin
Virginia
$128K -$5.1K -30 -4%
AIM
960
Anchor Investment Management
South Carolina
$124K +$51.7K +304 +74%
SMA
961
Sage Mountain Advisors
Georgia
$124K – – –
HBW
962
Hazlett, Burt & Watson
West Virginia
$122K – – –
AAG
963
Armstrong Advisory Group
Massachusetts
$122K – – –
GI
964
GAMMA Investing
California
$118K – – –
GEA
965
Glen Eagle Advisors
New Jersey
$118K +$3.74K +22 +3%
HIW
966
Holos Integrated Wealth
Pennsylvania
$118K – – –
OP
967
ORG Partners
Indiana
$112K -$5.79K -34 -5%
B
968
Birchbrook
Maine
$109K – – –
GWSG
969
GPS Wealth Strategies Group
Colorado
$103K +$12.8K +75 +15%
RF
970
Robinswood Financial
Washington
$103K -$2.21K -13 -2%
OWP
971
ORG Wealth Partners
Texas
$101K +$8.85K +52 +10%
CCM
972
Cloud Capital Management
Washington
$101K +$98.7K +580 New
FFA
973
Frazier Financial Advisors
Ohio
$99.5K – – –
NEWAS
974
N.E.W. Advisory Services
Wisconsin
$95.3K +$340 +2 +0.4%
SGK
975
Steigerwald Gordon & Koch
Virginia
$95K +$92.6K +544 New
37 38
39
40 41