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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
301
White Lighthouse Investment Management
Massachusetts
$3.47M +$54.7K +293 +2%
IA
302
Integrity Alliance
Iowa
$3.46M +$198K +1,062 +6%
FTUS
303
Flow Traders U.S.
New York
$3.46M +$458K +2,454 +15%
FGWP
304
Founders Grove Wealth Partners
Virginia
$3.46M +$81.3K +435 +2%
VNA
305
Valley National Advisers
Pennsylvania
$3.43M +$68.4K +366 +2%
HCMT
306
Highland Capital Management (Tennessee)
Tennessee
$3.42M -$6.22M -33,291 -64%
IAS
307
Insigneo Advisory Services
Florida
$3.32M – – –
VT
308
Vise Technologies
New York
$3.29M – – –
AIA
309
AIMZ Investment Advisors
California
$3.29M -$130K -694 -4%
SWA
310
Strategic Wealth Advisors
Arizona
$3.28M +$2.62K +14 +0.1%
EI
311
Ellevest Inc
New York
$3.27M +$71.4K +382 +2%
AFTS
312
American Financial & Tax Strategies
New York
$3.26M -$75.8K -406 -2%
FFS
313
Founders Financial Securities
Maryland
$3.25M -$75.3K -403 -2%
MS
314
Monetary Solutions
Ohio
$3.23M +$13.1K +70 +0.4%
WPC
315
Wedmont Private Capital
Pennsylvania
$3.18M -$140K -747 -4%
CFP
316
Cascade Financial Partners
California
$3.16M -$49.5K -265 -2%
EF
317
Envision Financial
Wisconsin
$3.16M -$604K -3,235 -16%
GWMR
318
GC Wealth Management RIA
Massachusetts
$3.15M -$13.6K -73 -0.4%
BA
319
Blueline Advisors
New Hampshire
$3.11M +$3.13M +16,740 +10,270%
WRPWM
320
Werba Rubin Papier Wealth Management
California
$3.1M +$103K +551 +3%
MMA
321
Miracle Mile Advisors
California
$3.09M +$17.7K +95 +0.6%
WP
322
WealthShield Partners
North Carolina
$3.09M -$42.4K -227 -1%
UF
323
Univest Financial
Pennsylvania
$3.02M +$452K +2,421 +17%
AC
324
Avant Capital
Louisiana
$3M -$168K -901 -5%
NLA
325
Northern Lights Advisors
Washington
$2.99M -$13.1K -70 -0.4%
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