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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
451
Newman Dignan & Sheerar Inc
Rhode Island
$219K +$212K +1,839 New
SFS
452
Sowell Financial Services
Arkansas
$217K +$82K +712 +64%
BAM
453
Berkshire Asset Management
Pennsylvania
$216K – – –
MA
454
MCF Advisors
Kentucky
$216K – – –
CAMG
455
CWA Asset Management Group
Florida
$216K +$1.5K +13 +0.7%
VDFA
456
Vickerman & Driscoll Financial Advisors
Washington
$215K -$315K -2,738 -60%
SF
457
Synovus Financial
Georgia
$215K -$1.73K -15 -0.8%
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$211K – – –
CS
459
Credit Suisse
Switzerland
$209K +$202K +1,752 New
BBA
460
BLB&B Advisors
Pennsylvania
$206K +$199K +1,725 New
AFP
461
Ausdal Financial Partners
Iowa
$206K +$199K +1,731 New
GLA
462
Good Life Advisors
Pennsylvania
$206K +$202K +1,749 New
AWA
463
Acorn Wealth Advisors
Michigan
$205K +$200K +1,738 New
VFA
464
Valeo Financial Advisors
Indiana
$204K -$691 -6 -0.3%
DY
465
Dowling & Yahnke
California
$203K +$196K +1,699 New
IFWM
466
Institute for Wealth Management
Colorado
$203K +$196K +1,700 New
BRWA
467
B. Riley Wealth Advisors
Florida
$202K +$195K +1,692 New
NFG
468
Nadler Financial Group
Illinois
$202K +$195K +1,692 New
NFP
469
Narus Financial Partners
Utah
$201K +$194K +1,685 New
SW
470
SVB Wealth
Massachusetts
$198K +$192K +1,664 New
NSIM
471
North Star Investment Management
Illinois
$197K +$346 +3 +0.2%
BAM
472
Belpointe Asset Management
Nevada
$191K +$71.1K +617 +63%
TF
473
TimeScale Financial
Massachusetts
$189K – – –
BWM
474
Baystate Wealth Management
Massachusetts
$189K +$24.3K +211 +15%
TA
475
TFG Advisers
Michigan
$189K +$183K +1,586 New
17 18
19
20 21