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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
351
Sound Income Strategies
Florida
$2.38M +$2.2M +12,547 +4,613%
AWA
352
Arkadios Wealth Advisors
Georgia
$2.35M +$1.34M +7,649 +136%
KWA
353
Kingswood Wealth Advisors
California
$2.34M +$567K +3,237 +33%
GC
354
Grimes & Company
Massachusetts
$2.25M -$228K -1,301 -9%
WT
355
Whittier Trust
California
$2.23M +$384K +2,193 +22%
SWA
356
Stratos Wealth Advisors
Ohio
$2.22M -$104K -592 -5%
GFL
357
Granite FO LLC
New Hampshire
$2.21M – – –
SVWAG
358
Sound View Wealth Advisors Group
Georgia
$2.2M -$113K -646 -5%
VA
359
Veratis Advisors
North Carolina
$2.18M +$1.99M +11,387 New
FFO
360
Fortitude Family Office
Arizona
$2.18M – – –
PFA
361
Pathway Financial Advisors
Vermont
$2.17M – – –
JWCA
362
J.W. Cole Advisors
Florida
$2.17M -$125K -717 -2%
ZF
363
Zhang Financial
Michigan
$2.17M +$103K +588 +5%
EF
364
Elite Financial
Idaho
$2.15M +$587K +3,355 +38%
WA
365
Waystone Advisors
Washington
$2.13M +$2.1M +12,027 New
MFF
366
Michels Family Financial
Texas
$2.13M +$50.6K +289 +2%
MBWA
367
Marin Bay Wealth Advisors
California
$2.13M +$2.1M +11,987 New
PCMC
368
Paragon Capital Management (Colorado)
Colorado
$2.12M +$1.62M +9,235 +341%
ANTB
369
AMG National Trust Bank
Colorado
$2.1M – – –
BBFA
370
Brindle & Bay Financial Advisors
Texas
$2.1M +$2.07M +11,824 New
NW
371
NewEdge Wealth
Pennsylvania
$2.08M +$314K +1,794 +18%
MWM
372
Meridian Wealth Management
Kentucky
$2.07M +$32.4K +185 +2%
SB
373
Simmons Bank
Arkansas
$2.06M -$27.1K -155 -1%
NWAG
374
Net Worth Advisory Group
Utah
$2.06M +$1.48M +8,431 +267%
FIA
375
Foundations Investment Advisors
Arizona
$2.04M +$211K +1,203 +12%
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