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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BHFP
976
Blom & Howell Financial Planning
California
$238K -$2.52K -13 -1%
JWM
977
Jeppson Wealth Management
California
$237K -$967 -5 -0.4%
MWP
978
Meredith Wealth Planning
Illinois
$237K – – –
HFS
979
Hantz Financial Services
Michigan
$235K +$69.8K +361 +44%
LFA
980
Level Financial Advisors
New York
$234K +$193 +1 +0.1%
OWP
981
Obermeyer Wealth Partners
Colorado
$233K +$228K +1,177 New
PHS
982
Pekin Hardy Strauss
Illinois
$233K -$1.94K -10 -0.8%
MAG
983
Mayfair Advisory Group
Alabama
$232K -$7.74K -40 -3%
BLC
984
Brown, Lisle/Cummings
Rhode Island
$231K – – –
CWM
985
Cahaba Wealth Management
Georgia
$231K +$193 +1 +0.1%
CA
986
CGN Advisors
Kansas
$231K -$3.29K -17 -1%
AWA
987
Aaron Wealth Advisors
Illinois
$231K -$4.26K -22 -2%
BFS
988
Bradley Foster & Sargent
Connecticut
$227K – – –
NDSI
989
Newman Dignan & Sheerar Inc
Rhode Island
$227K +$580 +3 +0.3%
FFP
990
Freedom Financial Partners
Minnesota
$226K -$5.42K -28 -2%
ADL
991
Asset Dedication LLC
California
$225K +$107K +555 +95%
FWM
992
FFT Wealth Management
Pennsylvania
$225K – – –
CPWA
993
Cerro Pacific Wealth Advisors
California
$225K +$220K +1,138 New
CNBT
994
Cornerstone National Bank & Trust
Illinois
$225K – – –
AWP
995
Axis Wealth Partners
Rhode Island
$224K +$219K +1,134 New
SIC
996
Sigma Investment Counselors
Michigan
$223K -$967 -5 -0.4%
MA
997
Montag & Associates
Georgia
$223K – – –
SCM
998
Saxony Capital Management
Missouri
$223K – – –
ACM
999
Allred Capital Management
Texas
$223K – – –
FFA
1000
Florida Financial Advisors
Florida
$223K -$69.1K -357 -24%
38 39
40
41 42