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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
176
Bangor Savings Bank
Maine
$5.33M +$145K +1,045 +3%
UB
177
UMB Bank
Missouri
$5.33M -$152K -1,099 -3%
SWIM
178
Smallwood Wealth Investment Management
New Jersey
$5.31M +$88.9K +642 +2%
CI
179
CX Institutional
Indiana
$5.3M -$3.87M -27,975 -41%
PBF
180
Petix & Botte Financial
California
$5.18M +$254K +1,837 +5%
MOS
181
MGO One Seven
Ohio
$5M +$1.14M +8,227 +27%
COI
182
Connable Office Inc
Michigan
$4.96M +$53.5K +386 +1%
WAM
183
Weinberger Asset Management
California
$4.94M -$221K -1,599 -4%
RIA
184
Regal Investment Advisors
Michigan
$4.94M +$122K +881 +2%
KWMG
185
King Wealth Management Group
Florida
$4.9M +$31.6K +228 +0.6%
MRC
186
Millburn Ridgefield Corp
New York
$4.9M +$28.4K +205 +0.6%
NL
187
Navalign LLC
California
$4.8M +$49K +354 +1%
FWM
188
Forza Wealth Management
Florida
$4.79M +$15.5K +112 +0.3%
TFCP
189
Twin Focus Capital Partners
Massachusetts
$4.77M +$92.2K +666 +2%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$4.73M +$3.58M +25,824 +76%
PWM
191
Perigon Wealth Management
California
$4.72M +$66.6K +481 +1%
RA
192
Ruggaard & Associates
Ohio
$4.68M +$18K +130 +0.4%
MFWP
193
Mosaic Family Wealth Partners
Missouri
$4.64M +$6.79K +49 +0.1%
SG
194
Sharper & Granite
California
$4.64M +$145K +1,050 +3%
SCM
195
SOL Capital Management
Maryland
$4.58M -$366K -2,640 -7%
BI
196
Berkeley Inc
Idaho
$4.52M +$7.06K +51 +0.1%
FWP
197
FAS Wealth Partners
Kansas
$4.47M -$39.2K -283 -0.8%
FGG
198
Financial Guidance Group
Florida
$4.46M -$85.2K -615 -2%
PWMA
199
Pension & Wealth Management Advisors
Massachusetts
$4.43M +$1.5M +10,837 +47%
LIA
200
LifePlan Investment Advisors
North Carolina
$4.39M +$160K +1,158 +4%
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