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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1026
Anchor Investment Management
South Carolina
$168K +$14K +75 +9%
SMA
1027
Sage Mountain Advisors
Georgia
$165K +$187 +1 +0.1%
MIM
1028
Marshall Investment Management
Colorado
$163K +$166K +886 New
PCFFS
1029
Pacific Center for Financial Services
California
$162K -$56.4K -302 -26%
HFS
1030
Hantz Financial Services
Michigan
$152K +$24.3K +130 +19%
PWMG
1031
Private Wealth Management Group
New Jersey
$151K – – –
FP
1032
Financial Perspectives
Minnesota
$151K -$20.4K -109 -12%
CFG
1033
Chapman Financial Group
Hawaii
$146K -$17.9K -96 -11%
HBW
1034
Hazlett, Burt & Watson
West Virginia
$146K – – –
CTA
1035
Colonial Trust Advisors
South Carolina
$144K – – –
PWA
1036
Physician Wealth Advisors
Utah
$142K – – –
BTI
1037
Blue Trust Inc
Georgia
$139K -$3.92K -21 -3%
MPCG
1038
Matrix Private Capital Group
New York
$138K – – –
LFG
1039
Larson Financial Group
Missouri
$136K -$31.4K -168 -19%
SFS
1040
Sunrise Financial Services
Washington
$136K -$934 -5 -0.7%
CFFP
1041
Center for Financial Planning
Michigan
$136K – – –
NRC
1042
New Republic Capital
North Carolina
$135K -$10.6K -57 -7%
AAG
1043
Armstrong Advisory Group
Massachusetts
$129K +$187 +1 +0.1%
TCM
1044
Tradewinds Capital Management
Washington
$126K – – –
B
1045
Birchbrook
Maine
$124K -$40K -214 -24%
SL
1046
Salomon & Ludwin
Virginia
$124K -$18.5K -99 -13%
TWD
1047
True Wealth Design
Ohio
$123K +$125K +668 New
WSA
1048
Wealth Science Advisors
Georgia
$118K +$124K +663 New
WG
1049
Wellington Group
Indiana
$116K +$93.8K +502 +392%
BH
1050
Burk Holdings
Oklahoma
$111K +$112K +602 New
40 41
42
43 44