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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
226
TAGStone Capital
North Carolina
$2.85M +$2.79M +18,986 New
SF
227
Synovus Financial
Georgia
$2.82M +$69.8K +475 +3%
AOWM
228
Alpha Omega Wealth Management
Virginia
$2.82M +$197K +1,343 +8%
CW
229
CreativeOne Wealth
Kansas
$2.81M +$2.22M +15,124 +425%
APSP
230
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.8M -$44.2K -301 -2%
AA
231
Axiom Advisory
California
$2.78M +$2.71M +18,465 New
E
232
ETFidea
New York
$2.74M +$2.67M +18,200 New
BJL
233
Brighton Jones LLC
Washington
$2.66M +$72.8K +496 +3%
MRC
234
Millburn Ridgefield Corp
New York
$2.64M +$14.5K +99 +0.6%
AC
235
Avant Capital
Louisiana
$2.63M +$2.57M +17,525 New
IAA
236
Ironsides Asset Advisors
North Carolina
$2.6M +$943K +6,425 +59%
NFG
237
Nations Financial Group
Iowa
$2.6M +$610K +4,154 +32%
CFGS
238
Concourse Financial Group Securities
Alabama
$2.59M +$512K +3,485 +25%
HA
239
HFG Advisors
Ohio
$2.59M +$2.53M +17,228 New
TNBTD
240
Trustmark National Bank Trust Department
Mississippi
$2.59M – – –
SFP
241
Sterling Financial Planning
New Jersey
$2.59M +$77.7K +529 +3%
TWP
242
Tempus Wealth Planning
California
$2.56M +$96.6K +658 +4%
PP
243
Prudential plc
United Kingdom
$2.56M +$92.5K +630 +4%
EA
244
Eclectic Associates
California
$2.56M +$398K +2,711 +19%
HI
245
Harbour Investments
Wisconsin
$2.55M -$3.79M -25,831 -60%
WDL
246
Well Done LLC
Michigan
$2.52M -$284K -1,931 -10%
PBF
247
Petix & Botte Financial
California
$2.52M -$1.79M -12,212 -42%
SCA
248
Stillwater Capital Advisors
Pennsylvania
$2.51M +$10.7K +73 +0.4%
KPWS
249
Kestra Private Wealth Services
Texas
$2.49M +$501K +3,414 +26%
ASN
250
Advisory Services Network
Georgia
$2.46M +$1.17M +7,941 +94%
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