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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
551
Baker Tilly Wealth Management
Wisconsin
$490K – – –
ACP
552
Aveo Capital Partners
Colorado
$487K +$40.6K +293 +9%
JWA
553
JFS Wealth Advisors
Pennsylvania
$485K -$22.9K -165 -4%
USCWA
554
U.S. Capital Wealth Advisors
Texas
$485K +$78.2K +564 +18%
BFA
555
Beacon Financial Advisory
Ohio
$480K +$7.49K +54 +2%
SCA
556
Snowden Capital Advisors
New York
$476K +$59.4K +428 +14%
AIA
557
Ally Invest Advisors
North Carolina
$470K +$149K +1,071 +44%
FLPIM
558
F.L. Putnam Investment Management
Massachusetts
$468K +$484K +3,487 New
BAM
559
Belpointe Asset Management
Nevada
$466K -$102K -738 -18%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$465K – – –
SAM
561
S.A. Mason
Michigan
$463K – – –
WA
562
WP Advisors
California
$459K +$2.5K +18 +0.5%
IA
563
IFP Advisors
Florida
$459K -$2.33M -16,779 -68%
SEP
564
Southland Equity Partners
Missouri
$458K +$474K +3,416 New
FPAS
565
Focus Partners Advisor Solutions
Missouri
$452K +$78K +562 +20%
CGA
566
Crescent Grove Advisors
Illinois
$451K -$223K -1,604 -32%
WFPG
567
Waller Financial Planning Group
Ohio
$450K -$140K -1,010 -23%
LB
568
Leo Brokerage
Texas
$450K +$465K +3,353 New
EHAM
569
Eagle Harbor Asset Management
Washington
$449K +$27.7K +200 +6%
SW
570
SVB Wealth
Massachusetts
$449K -$150K -1,078 -24%
SWPG
571
Strategic Wealth Partners Group
Illinois
$447K +$152K +1,093 +48%
NB
572
NBT Bank
New York
$437K – – –
HIS
573
Horizon Investment Services
Indiana
$436K -$633K -4,566 -58%
LTL
574
Lowery Thomas LLC
California
$436K -$2.36K -17 -0.5%
ACA
575
Aptus Capital Advisors
Alabama
$435K +$403K +2,907 +860%
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