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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
251
Valley Wealth Managers
New Jersey
$2.08M -$157K -1,157 -6%
PBF
252
Petix & Botte Financial
California
$2.06M -$27.9K -206 -1%
SF
253
Synovus Financial
Georgia
$2.06M +$34.8K +257 +2%
LWP
254
Lumature Wealth Partners
Georgia
$2.04M +$43.6K +322 +2%
LSA
255
Lansing Street Advisors
Pennsylvania
$2.04M +$53.5K +395 +2%
BRWA
256
B. Riley Wealth Advisors
Florida
$2M +$422K +3,115 +23%
WPC
257
Wedmont Private Capital
Pennsylvania
$1.98M +$176K +1,297 +9%
BC
258
Burleson & Co
California
$1.98M -$10K -74 -0.5%
EFG
259
Everhart Financial Group
Ohio
$1.96M +$260K +1,922 +14%
RWP
260
RWA Wealth Partners
Massachusetts
$1.96M +$386K +2,855 +22%
WFAG
261
Wescott Financial Advisory Group
Pennsylvania
$1.96M +$43K +318 +2%
CWM
262
Castle Wealth Management
Florida
$1.95M +$1.42M +10,461 +187%
CHAM
263
Clear Harbor Asset Management
Connecticut
$1.92M +$67K +495 +3%
AF
264
Advisornet Financial
Minnesota
$1.91M -$5.82K -43 -0.3%
PP
265
Prudential plc
United Kingdom
$1.9M -$36.5K -270 -2%
BDF
266
Black Diamond Financial
Maryland
$1.87M -$249K -1,836 -11%
IHWM
267
Iron Horse Wealth Management
Iowa
$1.86M -$2.58M -19,065 -56%
PFG
268
Pinnacle Financial Group
Illinois
$1.85M +$103K +762 +5%
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$1.85M -$6.09K -45 -0.3%
BOH
270
Bank of Hawaii
Hawaii
$1.84M -$55.9K -413 -3%
1WA
271
180 Wealth Advisors
Washington
$1.83M -$60.2K -445 -3%
CA
272
Cetera Advisors
Colorado
$1.83M +$32.9K +243 +2%
EF
273
Empirical Finance
Pennsylvania
$1.83M – – –
GP
274
Girard Partners
Pennsylvania
$1.81M -$367K -2,713 -15%
EA
275
Echo45 Advisors
California
$1.8M +$174K +1,284 +10%
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