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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
401
Howe & Rusling
New York
$1.43M +$616K +3,892 +81%
ZF
402
Zhang Financial
Michigan
$1.43M +$175K +1,105 +15%
MAFA
403
MJT & Associates Financial Advisory
Minnesota
$1.42M -$14.6K -92 -1%
WFAG
404
Wescott Financial Advisory Group
Pennsylvania
$1.4M -$5.7K -36 -0.4%
CCFM
405
Clear Creek Financial Management
Washington
$1.39M -$157K -992 -10%
PIMG
406
Patriot Investment Management Group
Tennessee
$1.38M – – –
MA
407
MONECO Advisors
Connecticut
$1.38M -$36.3K -229 -3%
MCM
408
MidAtlantic Capital Management
Virginia
$1.38M +$53.7K +339 +4%
AIM
409
Acropolis Investment Management
Missouri
$1.38M – – –
ECAM
410
East Coast Asset Management
Massachusetts
$1.37M – – –
MLA
411
My Legacy Advisors
Oregon
$1.33M -$88.4K -558 -7%
RWP
412
Revolve Wealth Partners
New Jersey
$1.32M +$127K +801 +11%
MMPW
413
Mitchell McLeod Pugh & Williams
Alabama
$1.32M +$112K +708 +10%
RFC
414
Regions Financial Corp
Alabama
$1.32M +$94.4K +596 +8%
PD
415
Planning Directions
Pennsylvania
$1.32M -$772K -4,876 -38%
JIC
416
Johnson Investment Counsel
Ohio
$1.31M -$2.53K -16 -0.2%
AF
417
Advisornet Financial
Minnesota
$1.31M +$5.38K +34 +0.4%
SF
418
Synovus Financial
Georgia
$1.31M +$3.48K +22 +0.3%
FNBOMD
419
First National Bank of Mount Dora
Florida
$1.31M – – –
1IA
420
1834 Investment Advisors
Wisconsin
$1.31M -$3.8K -24 -0.3%
SWGC
421
Summit Wealth Group (Colorado)
Colorado
$1.3M +$1.25M +7,870 New
BWM
422
BKM Wealth Management
Wisconsin
$1.3M +$26.3K +166 +2%
FFS
423
Founders Financial Securities
Maryland
$1.29M +$104K +656 +9%
WFA
424
Wellspring Financial Advisors
Ohio
$1.29M -$97.7K -617 -0.1%
TI
425
Tidal Investments
Wisconsin
$1.29M +$1.24M +7,851 New
15 16
17
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