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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
476
Kovack Advisors
Florida
$981K +$31.5K +199 +3%
VF
477
Virtu Financial
New York
$969K +$933K +5,890 New
ORC
478
O'Rourke & Company
Massachusetts
$968K -$21.4K -135 -2%
RWM
479
Ritholtz Wealth Management
New York
$967K -$27.2K -172 -3%
TBWA
480
Three Bridge Wealth Advisors
California
$965K -$19.6K -124 -2%
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$958K +$303K +1,915 +49%
WH
482
Willner & Heller
California
$955K -$246K -1,555 -21%
CHC
483
City Holding Co
West Virginia
$953K -$24.2K -153 -3%
KWA
484
Kingswood Wealth Advisors
California
$943K +$42K +265 +5%
NLP
485
Next Level Private
New York
$942K -$6.33K -40 -0.7%
RWP
486
RWA Wealth Partners
Massachusetts
$937K – – –
KFP
487
KMG Fiduciary Partners
Ohio
$934K – – –
SIMC
488
Squire Investment Management Company
Utah
$926K – – –
AT
489
American Trust
Kentucky
$919K +$885K +5,590 New
SAI
490
Savvy Advisors Inc
New York
$915K +$318K +2,011 +57%
NW
491
NewEdge Wealth
Pennsylvania
$912K +$97.2K +614 +13%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$907K -$25.2K -159 -3%
KCM
493
Kendall Capital Management
Maryland
$905K +$871K +5,501 New
SFC
494
Strategic Financial Concepts
Texas
$904K -$50.8K -321 -6%
MFA
495
McClarren Financial Advisors
Pennsylvania
$901K +$78.2K +494 +10%
IA
496
IFP Advisors
Florida
$900K -$72.4K -457 -8%
HP
497
Holistic Planning
Texas
$896K +$137K +865 +19%
VP
498
Verisail Partners
Georgia
$895K +$1.74K +11 +0.2%
HWA
499
Heartwood Wealth Advisors
Virginia
$891K – – –
CPW
500
Cove Private Wealth
New York
$889K +$400K +2,528 +88%
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