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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
301
Strategic Wealth Advisors
Arizona
$3.16M +$3.11M +17,797 New
IA
302
Integrity Alliance
Iowa
$3.15M +$589K +3,364 +23%
FFS
303
Founders Financial Securities
Maryland
$3.1M +$912K +5,213 +43%
MS
304
Monetary Solutions
Ohio
$3.09M +$3.05M +17,443 New
CFP
305
Cascade Financial Partners
California
$3.09M -$76.5K -437 -2%
EI
306
Ellevest Inc
New York
$3.08M +$103K +586 +3%
VCP
307
Verus Capital Partners
Arizona
$3.05M +$852K +4,868 +39%
AC
308
Avant Capital
Louisiana
$3.05M -$160K -917 -5%
GWMR
309
GC Wealth Management RIA
Massachusetts
$3.05M -$231K -1,319 -7%
ACA
310
Aptus Capital Advisors
Alabama
$3.02M +$141K +806 +5%
WP
311
WealthShield Partners
North Carolina
$3.02M -$195K -1,115 -6%
SPIA
312
Steward Partners Investment Advisory
New York
$3.01M +$67.9K +388 +2%
MAM
313
MMA Asset Management
Pennsylvania
$2.99M -$140K -800 -5%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$2.97M +$2.89M +16,492 +5,911%
MMA
315
Miracle Mile Advisors
California
$2.96M -$28.9K -165 -1%
RF
316
rebel Financial
Ohio
$2.95M +$2.91M +16,611 New
IWC
317
Integrated Wealth Concepts
Massachusetts
$2.93M -$2.34M -13,395 -45%
CIC
318
Chilton Investment Company
Connecticut
$2.91M – – –
FTUS
319
Flow Traders U.S.
New York
$2.9M +$2.86M +16,336 New
GBT
320
Grove Bank & Trust
Florida
$2.89M +$658K +3,759 +30%
NLA
321
Northern Lights Advisors
Washington
$2.89M +$2.85M +16,270 New
WRPWM
322
Werba Rubin Papier Wealth Management
California
$2.88M -$2.1K -12 -0.1%
HA
323
Hegarty Advisors
New York
$2.87M +$2.83M +16,189 New
SFM
324
Signet Financial Management
New Jersey
$2.85M -$107K -612 -4%
BOH
325
Bank of Hawaii
Hawaii
$2.85M +$299K +1,707 +12%
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13
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