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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
426
Zhang Financial
Michigan
$1.03M – – –
TDWM
427
Topel & Distasi Wealth Management
California
$1.03M -$80.3K -529 -7%
VFG
428
Victory Financial Group
Texas
$1.03M -$78.5K -517 -7%
LFAS
429
Level Four Advisory Services
Texas
$1.03M -$27K -178 -3%
MW
430
Members Wealth
Pennsylvania
$1.02M +$929K +6,121 New
SWM
431
Schwallier Wealth Management
Michigan
$1.01M -$85.6K -564 -8%
IPW
432
Intergy Private Wealth
Colorado
$996K +$53.3K +351 +6%
EF
433
Empowered Funds
Pennsylvania
$989K +$78.8K +519 +9%
BSW
434
Buckingham Strategic Wealth
Missouri
$985K +$13.5K +89 +1%
OC
435
Opinicus Capital
Florida
$985K -$54.2K -357 -5%
AIFAIM
436
American Institute for Advanced Investment Management
Arizona
$983K – – –
WTC
437
WhitTier Trust Company
Nevada
$970K – – –
1IA
438
1834 Investment Advisors
Wisconsin
$959K +$224K +1,476 +30%
BEAM
439
Baker Ellis Asset Management
Washington
$958K -$175K -1,150 -15%
9WM
440
9258 Wealth Management
Ohio
$955K -$49.2K -324 -5%
CFA
441
Cahill Financial Advisors
Minnesota
$952K -$36K -237 -4%
BRWA
442
B. Riley Wealth Advisors
Florida
$948K -$1.62M -10,680 -63%
HCP
443
Hexagon Capital Partners
Arkansas
$945K -$20.3K -134 -2%
WI
444
WrapManager Inc
California
$941K -$14.4K -95 -1%
KFP
445
KMG Fiduciary Partners
Ohio
$939K -$2.73K -18 -0.3%
TPCW
446
TD Private Client Wealth
New York
$928K -$50.8K -335 -5%
AB
447
Atlas Brown
Kentucky
$923K -$756K -4,984 -45%
MMPW
448
Mitchell McLeod Pugh & Williams
Alabama
$921K +$51.6K +340 +6%
BI
449
Berkeley Inc
Idaho
$921K -$4.15M -27,369 -82%
ACP
450
Aveo Capital Partners
Colorado
$920K +$12.1K +80 +1%
16 17
18
19 20