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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
251
Sterling Financial Planning
New Jersey
$2.76M +$51.2K +370 +2%
CA
252
Cetera Advisors
Colorado
$2.76M -$377K -2,724 -11%
EWM
253
Empirical Wealth Management
Washington
$2.74M +$499K +3,603 +21%
MCA
254
MSH Capital Advisors
Arizona
$2.73M -$82.3K -594 -3%
BDF
255
Black Diamond Financial
Maryland
$2.71M -$12.9K -93 -0.4%
HSA
256
HBK Sorce Advisory
Pennsylvania
$2.69M -$30.9K -223 -1%
MWM
257
Maltin Wealth Management
New Jersey
$2.68M +$28.3K +204 +1%
VNA
258
Valley National Advisers
Pennsylvania
$2.65M +$258K +1,861 +10%
TCMP
259
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.63M +$21.5K +155 +0.8%
WWM
260
Windsor Wealth Management
Indiana
$2.61M +$371K +2,677 +15%
BJL
261
Brighton Jones LLC
Washington
$2.6M +$80.5K +581 +3%
CTC
262
Central Trust Company
Missouri
$2.55M -$43.4K -313 -2%
CIAS
263
CBIZ Investment Advisory Services
Ohio
$2.49M – – –
WAM
264
WNY Asset Management
New York
$2.49M -$691K -4,987 -21%
IAA
265
Ironsides Asset Advisors
North Carolina
$2.48M -$69.3K -500 -3%
NFW
266
Noble Family Wealth
Florida
$2.47M -$428K -3,089 -14%
AC
267
Avant Capital
Louisiana
$2.47M -$1.66K -12 -0.1%
AF
268
Advisornet Financial
Minnesota
$2.46M +$143K +1,036 +6%
EFG
269
Everhart Financial Group
Ohio
$2.46M -$67K -484 -3%
LL
270
LPWM LLC
Minnesota
$2.46M +$117K +842 +5%
SVWAG
271
Sound View Wealth Advisors Group
Georgia
$2.44M +$250K +1,805 +11%
AAS
272
Avantax Advisory Services
Texas
$2.43M +$348K +2,514 +16%
CHAM
273
Clear Harbor Asset Management
Connecticut
$2.4M +$98.3K +710 +4%
SCA
274
Stillwater Capital Advisors
Pennsylvania
$2.39M +$30.2K +218 +1%
RPSA
275
Richard P. Slaughter Associates
Texas
$2.38M -$98.3K -710 -4%
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