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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1001
Sigma Investment Counselors
Michigan
$209K – – –
MA
1002
Montag & Associates
Georgia
$209K – – –
CNBT
1003
Cornerstone National Bank & Trust
Illinois
$209K – – –
SCM
1004
Saxony Capital Management
Missouri
$208K +$211K +1,130 New
EIG
1005
Ellenbecker Investment Group
Wisconsin
$208K -$2.24K -12 -1%
RWM
1006
Rockwood Wealth Management
Pennsylvania
$207K +$209K +1,121 New
ACM
1007
Allred Capital Management
Texas
$206K – – –
CAC
1008
Certified Advisory Corp
Florida
$206K +$209K +1,117 New
JSA
1009
Jim Saulnier & Associates
Colorado
$205K +$208K +1,111 New
NWMP
1010
Noble Wealth Management PBC
Colorado
$204K -$36.2K -194 -15%
ACM
1011
Advance Capital Management
Michigan
$204K +$207K +1,106 New
PWP
1012
Perfromance Wealth Partners
Illinois
$203K +$206K +1,102 New
ACM
1013
Armbruster Capital Management
New York
$202K +$205K +1,098 New
MGWA
1014
Monument Group Wealth Advisors
Massachusetts
$201K +$204K +1,091 New
FPGK
1015
Financial Partners Group (Kansas)
Kansas
$201K +$187 +1 +0.1%
FWA
1016
FSM Wealth Advisors
Ohio
$201K +$203K +1,088 New
JGIA
1017
Jackson Grant Investment Advisers
Connecticut
$199K +$1.12K +6 +0.6%
BCWM
1018
Bartlett & Co Wealth Management
Ohio
$197K – – –
HIW
1019
Holos Integrated Wealth
Pennsylvania
$195K +$65.9K +353 +51%
HPC
1020
HM Payson & Co
Maine
$190K +$3.18K +17 +2%
SAM
1021
Smartleaf Asset Management
Massachusetts
$188K -$15.5K -83 -7%
FPB
1022
First PREMIER Bank
South Dakota
$181K – – –
DJSG
1023
D.J. St. Germain
Massachusetts
$180K -$2.06K -11 -1%
OWA
1024
Opal Wealth Advisors
New York
$178K +$180K +966 New
RF
1025
Rossby Financial
Florida
$175K +$77.9K +417 +79%
39 40
41
42 43