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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
351
9258 Wealth Management
Ohio
$1.21M -$2.12K -15 -0.2%
VIA
352
Vickerman Investment Advisors
Washington
$1.21M -$46.4K -328 -3%
TC
353
Titleist Capital
Texas
$1.21M +$1.32M +9,304 New
EVM
354
Eaton Vance Management
Massachusetts
$1.19M -$119K -842 -8%
SEIA
355
Signature Estate & Investment Advisors
California
$1.18M -$34.4K -243 -3%
IF
356
Intrua Financial
Texas
$1.17M -$39.2K -277 -3%
CWA
357
CJM Wealth Advisers
Virginia
$1.17M +$149K +1,050 +13%
HCM
358
Howland Capital Management
Massachusetts
$1.17M – – –
BWA
359
BDO Wealth Advisors
Florida
$1.16M -$6.79K -48 -0.5%
WWM
360
Windsor Wealth Management
Indiana
$1.14M +$121K +852 +11%
SHFA
361
SC&H Financial Advisors
Maryland
$1.13M +$45.1K +319 +4%
TFS
362
Thoroughbred Financial Services
Tennessee
$1.13M +$572K +4,043 +86%
CWM
363
Cornerstone Wealth Management
Missouri
$1.12M -$36.8K -260 -3%
RWP
364
Revolve Wealth Partners
New Jersey
$1.11M -$148K -1,045 -11%
MFG
365
MidWestOne Financial Group
Iowa
$1.1M -$15.3K -108 -1%
TPA
366
Trivium Point Advisory
Connecticut
$1.09M -$8.63K -61 -0.7%
ECAM
367
East Coast Asset Management
Massachusetts
$1.08M -$1.7K -12 -0.1%
AAS
368
Avantax Advisory Services
Texas
$1.08M +$47.5K +336 +4%
KPWS
369
Kestra Private Wealth Services
Texas
$1.08M -$1.17M -8,284 -50%
AFP
370
Ausdal Financial Partners
Iowa
$1.07M +$62K +438 +6%
BS
371
Boenning & Scattergood
Pennsylvania
$1.07M -$15.6K -110 -1%
CPA
372
Cardiff Park Advisors
California
$1.04M -$101K -711 -8%
CAG
373
Csenge Advisory Group
Florida
$1.04M +$67.5K +477 +6%
FNBOMD
374
First National Bank of Mount Dora
Florida
$1.03M – – –
TI
375
Truepoint Inc
Ohio
$1.03M +$5.66K +40 +0.5%
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15
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