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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
501
Zions Bancorporation
Utah
$627K – – –
TBWA
502
Three Bridge Wealth Advisors
California
$621K -$21.2K -153 -3%
FA
503
Financial Alternatives
California
$614K – – –
LWM
504
Liberty Wealth Management
California
$613K +$634K +4,573 New
SLA
505
Silver Lake Advisory
Utah
$611K +$632K +4,559 New
SWM
506
SeaCrest Wealth Management
New York
$604K +$33.4K +241 +6%
CD
507
Chapin Davis
Maryland
$593K +$186K +1,339 +43%
DAS
508
Dynamic Advisor Solutions
Arizona
$591K -$68.7K -495 -10%
CWM
509
Connecticut Wealth Management
Connecticut
$585K +$62.6K +451 +12%
FFS
510
Founders Financial Securities
Maryland
$584K -$10.3K -74 -2%
NP
511
NorthRock Partners
Minnesota
$582K +$139 +1 +0%
FAAM
512
First Ascent Asset Management
Colorado
$580K +$32.9K +237 +6%
LA
513
Latitude Advisors
Florida
$579K +$599K +4,317 New
FVWA
514
Foster Victor Wealth Advisors
South Carolina
$578K +$9.99K +72 +2%
SW
515
SkyOak Wealth
Michigan
$577K -$113K -813 -16%
MMPW
516
Mitchell McLeod Pugh & Williams
Alabama
$574K +$41.9K +302 +8%
RFC
517
Regions Financial Corp
Alabama
$570K -$504K -3,630 -46%
IC
518
IEQ Capital
California
$567K -$24.8K -179 -4%
MFS
519
McNamara Financial Services
Massachusetts
$566K -$139 -1 -0%
EFL
520
ERn Financial LLC
Wisconsin
$564K -$6.52K -47 -1%
MF
521
Meridian Financial
Massachusetts
$563K -$4.99K -36 -0.8%
VA
522
Valmark Advisers
Ohio
$563K -$70.7K -510 -11%
PA
523
Parallel Advisors
California
$555K +$527K +3,799 +1,127%
CW
524
Channel Wealth
California
$554K +$573K +4,131 New
ODIJL
525
One Day In July LLC
Vermont
$545K +$4.3K +31 +0.8%
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