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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
251
Valley National Advisers
Pennsylvania
$3.06M +$111K +830 +4%
MWM
252
Maltin Wealth Management
New Jersey
$2.98M +$10.2K +76 +0.4%
SHF
253
Stage Harbor Financial
Massachusetts
$2.98M +$2.76M +20,528 New
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$2.97M +$251K +1,866 +10%
AF
255
Advisornet Financial
Minnesota
$2.97M +$223K +1,659 +9%
WLIM
256
White Lighthouse Investment Management
Massachusetts
$2.96M -$102K -759 -4%
SPIA
257
Steward Partners Investment Advisory
New York
$2.96M -$102K -760 -4%
LL
258
LPWM LLC
Minnesota
$2.93M +$175K +1,305 +7%
MSF
259
Mustard Seed Financial
Arkansas
$2.9M +$2.69M +20,032 New
CIA
260
Concurrent Investment Advisors
Florida
$2.89M +$2.67M +19,910 New
WP
261
WealthShield Partners
North Carolina
$2.88M -$562K -4,183 -17%
MCA
262
MSH Capital Advisors
Arizona
$2.85M -$158K -1,174 -6%
WPC
263
Wedmont Private Capital
Pennsylvania
$2.81M +$153K +1,137 +6%
VWM
264
Valley Wealth Managers
New Jersey
$2.8M +$358K +2,668 +16%
FCA
265
FinTrust Capital Advisors
South Carolina
$2.8M +$263K +1,961 +11%
TW
266
TritonPoint Wealth
Maryland
$2.8M +$2.59M +19,308 New
BJL
267
Brighton Jones LLC
Washington
$2.79M -$83.1K -619 -3%
EFG
268
Everhart Financial Group
Ohio
$2.79M +$59.2K +441 +2%
ABC
269
Associated Banc-Corp
Wisconsin
$2.77M -$511K -3,802 -17%
CHAM
270
Clear Harbor Asset Management
Connecticut
$2.77M +$108K +806 +4%
CIAS
271
CBIZ Investment Advisory Services
Ohio
$2.76M – – –
CTC
272
Central Trust Company
Missouri
$2.74M -$78.3K -583 -3%
WFA
273
Wellspring Financial Advisors
Ohio
$2.71M -$245K -1,825 -0.2%
HI
274
Harbour Investments
Wisconsin
$2.71M +$271K +2,021 +12%
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$2.67M -$3.85M -28,671 -61%
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