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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1026
GoalVest Advisory
New York
$170K -$14.8K -79 -8%
GWS
1027
Greykasell Wealth Strategies
California
$169K – – –
AIM
1028
Anchor Investment Management
South Carolina
$168K +$14K +75 +9%
SMA
1029
Sage Mountain Advisors
Georgia
$165K +$187 +1 +0.1%
MIM
1030
Marshall Investment Management
Colorado
$163K +$166K +886 New
PCFFS
1031
Pacific Center for Financial Services
California
$162K -$56.4K -302 -26%
HFS
1032
Hantz Financial Services
Michigan
$152K +$24.3K +130 +19%
PWMG
1033
Private Wealth Management Group
New Jersey
$151K – – –
FP
1034
Financial Perspectives
Minnesota
$151K -$20.4K -109 -12%
CFG
1035
Chapman Financial Group
Hawaii
$146K -$17.9K -96 -11%
HBW
1036
Hazlett, Burt & Watson
West Virginia
$146K – – –
CTA
1037
Colonial Trust Advisors
South Carolina
$144K – – –
PWA
1038
Physician Wealth Advisors
Utah
$142K – – –
BTI
1039
Blue Trust Inc
Georgia
$139K -$3.92K -21 -3%
MPCG
1040
Matrix Private Capital Group
New York
$138K – – –
LFG
1041
Larson Financial Group
Missouri
$136K -$31.4K -168 -19%
SFS
1042
Sunrise Financial Services
Washington
$136K -$934 -5 -0.7%
CFFP
1043
Center for Financial Planning
Michigan
$136K – – –
NRC
1044
New Republic Capital
North Carolina
$135K -$10.6K -57 -7%
AAG
1045
Armstrong Advisory Group
Massachusetts
$129K +$187 +1 +0.1%
TCM
1046
Tradewinds Capital Management
Washington
$126K – – –
B
1047
Birchbrook
Maine
$124K -$40K -214 -24%
SL
1048
Salomon & Ludwin
Virginia
$124K -$18.5K -99 -13%
TWD
1049
True Wealth Design
Ohio
$123K +$125K +668 New
WSA
1050
Wealth Science Advisors
Georgia
$118K +$124K +663 New
40 41
42
43 44