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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1001
Jackson Grant Investment Advisers
Connecticut
$191K +$1.93K +11 +1%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$181K – – –
HPC
1003
HM Payson & Co
Maine
$180K – – –
GA
1004
GoalVest Advisory
New York
$178K – – –
DJSG
1005
D.J. St. Germain
Massachusetts
$176K +$38.3K +219 +28%
FPB
1006
First PREMIER Bank
South Dakota
$174K – – –
FP
1007
Financial Perspectives
Minnesota
$165K – – –
GWS
1008
Greykasell Wealth Strategies
California
$163K – – –
LFG
1009
Larson Financial Group
Missouri
$161K -$700 -4 -0.4%
SMA
1010
Sage Mountain Advisors
Georgia
$158K +$31.7K +181 +25%
CFG
1011
Chapman Financial Group
Hawaii
$158K – – –
B
1012
Birchbrook
Maine
$157K +$45.7K +261 +42%
BW
1013
Basepoint Wealth
Iowa
$155K +$153K +875 New
AIM
1014
Anchor Investment Management
South Carolina
$148K +$21.2K +121 +17%
PWMG
1015
Private Wealth Management Group
New Jersey
$146K – – –
HBW
1016
Hazlett, Burt & Watson
West Virginia
$141K +$17.3K +99 +14%
NRC
1017
New Republic Capital
North Carolina
$140K -$7.88K -45 -5%
SL
1018
Salomon & Ludwin
Virginia
$139K +$5.78K +33 +5%
CTA
1019
Colonial Trust Advisors
South Carolina
$139K -$64.8K -370 -32%
BTI
1020
Blue Trust Inc
Georgia
$137K -$16.8K -96 -11%
PWA
1021
Physician Wealth Advisors
Utah
$136K – – –
MPCG
1022
Matrix Private Capital Group
New York
$133K +$175 +1 +0.1%
SFS
1023
Sunrise Financial Services
Washington
$132K +$130K +744 New
CFFP
1024
Center for Financial Planning
Michigan
$131K – – –
LGWM
1025
Litman Gregory Wealth Management
California
$129K +$127K +725 New
39 40
41
42 43