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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
251
Wellspring Financial Advisors
Ohio
$2.76M +$1.66K +12 +0%
SFP
252
Sterling Financial Planning
New Jersey
$2.76M +$51.2K +370 +2%
CA
253
Cetera Advisors
Colorado
$2.76M -$377K -2,724 -11%
EWM
254
Empirical Wealth Management
Washington
$2.74M +$499K +3,603 +21%
MCA
255
MSH Capital Advisors
Arizona
$2.73M -$82.3K -594 -3%
BDF
256
Black Diamond Financial
Maryland
$2.71M -$12.9K -93 -0.4%
HSA
257
HBK Sorce Advisory
Pennsylvania
$2.69M -$30.9K -223 -1%
MWM
258
Maltin Wealth Management
New Jersey
$2.68M +$28.3K +204 +1%
VNA
259
Valley National Advisers
Pennsylvania
$2.65M +$258K +1,861 +10%
TCMP
260
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.63M +$21.5K +155 +0.8%
WWM
261
Windsor Wealth Management
Indiana
$2.61M +$371K +2,677 +15%
BJL
262
Brighton Jones LLC
Washington
$2.6M +$80.5K +581 +3%
CTC
263
Central Trust Company
Missouri
$2.55M -$43.4K -313 -2%
CIAS
264
CBIZ Investment Advisory Services
Ohio
$2.49M – – –
WAM
265
WNY Asset Management
New York
$2.49M -$691K -4,987 -21%
IAA
266
Ironsides Asset Advisors
North Carolina
$2.48M -$69.3K -500 -3%
NFW
267
Noble Family Wealth
Florida
$2.47M -$428K -3,089 -14%
AC
268
Avant Capital
Louisiana
$2.47M -$1.66K -12 -0.1%
AF
269
Advisornet Financial
Minnesota
$2.46M +$143K +1,036 +6%
EFG
270
Everhart Financial Group
Ohio
$2.46M -$67K -484 -3%
LL
271
LPWM LLC
Minnesota
$2.46M +$117K +842 +5%
SVWAG
272
Sound View Wealth Advisors Group
Georgia
$2.44M +$250K +1,805 +11%
AAS
273
Avantax Advisory Services
Texas
$2.43M +$348K +2,514 +16%
CHAM
274
Clear Harbor Asset Management
Connecticut
$2.4M +$98.3K +710 +4%
SCA
275
Stillwater Capital Advisors
Pennsylvania
$2.39M +$30.2K +218 +1%
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