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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1051
Sage Mountain Advisors
Georgia
$177K +$193 +1 +0.1%
PCFFS
1052
Pacific Center for Financial Services
California
$174K – – –
GA
1053
GoalVest Advisory
New York
$171K -$11.6K -60 -7%
AIM
1054
Anchor Investment Management
South Carolina
$168K -$11.8K -61 -7%
PWMG
1055
Private Wealth Management Group
New Jersey
$162K +$193 +1 +0.1%
FP
1056
Financial Perspectives
Minnesota
$162K – – –
DF
1057
Downshift Financial
Colorado
$161K +$158K +817 New
CFG
1058
Chapman Financial Group
Hawaii
$157K – – –
IAIM
1059
International Assets Investment Management
Florida
$157K +$60.4K +312 +65%
CTA
1060
Colonial Trust Advisors
South Carolina
$154K – – –
PWA
1061
Physician Wealth Advisors
Utah
$152K – – –
HBW
1062
Hazlett, Burt & Watson
West Virginia
$149K -$9.48K -49 -6%
MPCG
1063
Matrix Private Capital Group
New York
$148K +$193 +1 +0.1%
LFG
1064
Larson Financial Group
Missouri
$147K +$967 +5 +0.7%
BW
1065
Basepoint Wealth
Iowa
$146K +$32.7K +169 +30%
CFFP
1066
Center for Financial Planning
Michigan
$145K – – –
NRC
1067
New Republic Capital
North Carolina
$145K – – –
SFS
1068
Sunrise Financial Services
Washington
$139K -$6.58K -34 -5%
AAG
1069
Armstrong Advisory Group
Massachusetts
$138K +$193 +1 +0.1%
TCM
1070
Tradewinds Capital Management
Washington
$136K +$774 +4 +0.6%
TFA
1071
Transamerica Financial Advisors
Florida
$134K +$132K +680 New
KFP
1072
Kroeger Financial Partners
California
$134K +$131K +679 New
SL
1073
Salomon & Ludwin
Virginia
$132K – – –
MIM
1074
Marshall Investment Management
Colorado
$130K -$43.7K -226 -26%
B
1075
Birchbrook
Maine
$124K -$9.09K -47 -7%
41 42
43
44 45