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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1126
Woodard & Company Asset Management Group
North Carolina
$17.7K – – –
LBC
1127
Lowe Brockenbrough & Co
Virginia
$16.7K – – –
BL
1128
BFSG LLC
California
$16K – – –
TVWM
1129
Tower View Wealth Management
Wisconsin
$15.4K +$15.2K +87 New
SA
1130
Strategic Advocates
Utah
$13.9K – – –
PP
1131
Pingora Partners
Wyoming
$13.8K – – –
SRCM
1132
Signature Resources Capital Management
California
$13.3K +$13.1K +75 New
BTD
1133
BankPlus Trust Department
Mississippi
$12.6K – – –
BHWM
1134
Bay Harbor Wealth Management
Maryland
$12.4K +$12.3K +70 New
PFSC
1135
Peoples Financial Services Corp
Pennsylvania
$12.2K – – –
IIM
1136
IFC & Insurance Marketing
California
$12K +$12.1K +69 New
PPL
1137
Planning Project LLC
Texas
$11.8K +$11.6K +66 New
DWS
1138
Dynamic Wealth Strategies
California
$11.4K – – –
AEPWM
1139
Atlantic Edge Private Wealth Management
Florida
$10.8K – – –
SFG
1140
Strive Financial Group
Indiana
$10.6K +$10.5K +60 New
YAL
1141
Your Advocates Ltd
Texas
$10.3K – – –
MG
1142
MilWealth Group
Wisconsin
$10.2K – – –
GWSA
1143
Global Wealth Strategies & Associates
Colorado
$10.1K – – –
APW
1144
Aventura Private Wealth
Florida
$9.93K – – –
GWSG
1145
GPS Wealth Strategies Group
Colorado
$9.93K -$93.3K -533 -90%
TAM
1146
Townsend Asset Management
North Carolina
$9.4K – – –
GFA
1147
Godfrey Financial Associates
New York
$9.4K +$9.28K +53 New
GK
1148
Graney & King
New York
$9.07K – – –
UFPG
1149
United Financial Planning Group
New York
$8.69K -$174K -995 -95%
WAS
1150
Winch Advisory Services
Wisconsin
$8.69K – – –
44 45
46
47 48