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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
301
Northwest Wealth Management
Iowa
$803K -$13.8K -123 -2%
WIA
302
World Investment Advisors
California
$803K +$349K +3,115 +98%
NB
303
Northwest Bancshares
Pennsylvania
$801K -$29.6K -264 -4%
FANJ
304
Financial Architects (New Jersey)
New Jersey
$798K -$38.8K -346 -5%
WI
305
WrapManager Inc
California
$791K -$22.2K -198 -3%
TC
306
TAP Consulting
Missouri
$770K +$71K +634 +11%
FPS
307
Fieldpoint Private Securities
Connecticut
$766K +$362K +3,229 +100%
HAS
308
HBW Advisory Services
California
$760K +$716K +6,392 New
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$759K +$715K +6,381 New
AF
310
Advisornet Financial
Minnesota
$755K -$207K -1,845 -23%
PCA
311
Personal Capital Advisors
California
$748K +$427K +3,808 +154%
HCIA
312
Hochman Cole Investment Advisors
Illinois
$744K -$38K -339 -5%
RIM
313
Rockbridge Investment Management
New York
$742K -$21.4K -191 -3%
KA
314
Kovack Advisors
Florida
$734K -$3.7K -33 -0.5%
SFP
315
Strategic Financial Partners
Oregon
$728K -$8.63K -77 -1%
FLA
316
Financial Life Advisors
Texas
$725K -$7.28K -65 -1%
TFA
317
TPG Financial Advisors
Oregon
$719K -$9.52K -85 -1%
WFPG
318
Waller Financial Planning Group
Ohio
$702K -$8.85K -79 -1%
FA
319
FDx Advisors
Illinois
$681K -$16.6K -148 -3%
GPA
320
Guidance Point Advisors
Massachusetts
$672K +$4.03K +36 +0.6%
CHA
321
Carmichael Hill & Associates
Maryland
$672K +$18.1K +162 +3%
PPW
322
Parcion Private Wealth
Washington
$670K – – –
BSW
323
Buckingham Strategic Wealth
Missouri
$670K +$631K +5,632 New
CC
324
Courier Capital
New York
$666K +$627K +5,601 New
SQA
325
Simon Quick Advisors
New Jersey
$659K -$243K -2,165 -28%
11 12
13
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