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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
351
Arkadios Wealth Advisors
Georgia
$2.79M -$69.1K -357 -2%
RFC
352
Regions Financial Corp
Alabama
$2.73M +$612K +3,161 +30%
GAI
353
General American Investors
New York
$2.71M – – –
HR
354
Howe & Rusling
New York
$2.66M +$346K +1,788 +15%
VWM
355
Valley Wealth Managers
New Jersey
$2.66M -$87.3K -451 -3%
1WA
356
180 Wealth Advisors
Washington
$2.65M -$117K -607 -4%
ANTB
357
AMG National Trust Bank
Colorado
$2.64M -$62.7K -324 -2%
CW
358
Cooksen Wealth
Texas
$2.63M -$115K -594 -4%
GBT
359
Grove Bank & Trust
Florida
$2.61M +$105K +541 +4%
CCA
360
Checchi Capital Advisers
California
$2.59M +$17K +88 +0.7%
RCM
361
RMR Capital Management
California
$2.56M +$32.7K +169 +1%
EF
362
Elite Financial
Idaho
$2.56M +$23.2K +120 +0.9%
PCG
363
Prosperity Consulting Group
Maryland
$2.55M -$107K -553 -4%
MMPW
364
Mitchell McLeod Pugh & Williams
Alabama
$2.5M +$297K +1,537 +14%
MWM
365
Meridian Wealth Management
Kentucky
$2.47M -$289K -1,493 -11%
MFF
366
Michels Family Financial
Texas
$2.47M +$68.1K +352 +3%
FFO
367
Fortitude Family Office
Arizona
$2.43M – – –
WA
368
Waystone Advisors
Washington
$2.41M +$154K +797 +7%
JIC
369
Joel Isaacson & Co
New York
$2.4M +$407K +2,105 +21%
SAI
370
Savvy Advisors Inc
New York
$2.4M +$409K +2,113 +21%
PFA
371
Pathway Financial Advisors
Vermont
$2.37M – – –
XT
372
XTX Topco
Cayman Islands
$2.37M +$2.32M +12,011 New
GFL
373
Granite FO LLC
New Hampshire
$2.37M – – –
PCMC
374
Paragon Capital Management (Colorado)
Colorado
$2.36M -$7.35K -38 -0.3%
SLA
375
Silver Lake Advisory
Utah
$2.36M +$7.54K +39 +0.3%
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