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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
551
Aveo Capital Partners
Colorado
$487K +$40.6K +293 +9%
JWA
552
JFS Wealth Advisors
Pennsylvania
$485K -$22.9K -165 -4%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$485K +$78.2K +564 +18%
BFA
554
Beacon Financial Advisory
Ohio
$480K +$7.49K +54 +2%
SCA
555
Snowden Capital Advisors
New York
$476K +$59.4K +428 +14%
AIA
556
Ally Invest Advisors
North Carolina
$470K +$149K +1,071 +44%
FLPIM
557
F.L. Putnam Investment Management
Massachusetts
$468K +$484K +3,487 New
BAM
558
Belpointe Asset Management
Nevada
$466K -$102K -738 -18%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$465K – – –
SAM
560
S.A. Mason
Michigan
$463K – – –
WA
561
WP Advisors
California
$459K +$2.5K +18 +0.5%
IA
562
IFP Advisors
Florida
$459K -$2.33M -16,779 -68%
SEP
563
Southland Equity Partners
Missouri
$458K +$474K +3,416 New
FPAS
564
Focus Partners Advisor Solutions
Missouri
$452K +$78K +562 +20%
CGA
565
Crescent Grove Advisors
Illinois
$451K -$223K -1,604 -32%
WFPG
566
Waller Financial Planning Group
Ohio
$450K -$140K -1,010 -23%
LB
567
Leo Brokerage
Texas
$450K +$465K +3,353 New
EHAM
568
Eagle Harbor Asset Management
Washington
$449K +$27.7K +200 +6%
SW
569
SVB Wealth
Massachusetts
$449K -$150K -1,078 -24%
SWPG
570
Strategic Wealth Partners Group
Illinois
$447K +$152K +1,093 +48%
NB
571
NBT Bank
New York
$437K – – –
HIS
572
Horizon Investment Services
Indiana
$436K -$633K -4,566 -58%
LTL
573
Lowery Thomas LLC
California
$436K -$2.36K -17 -0.5%
ACA
574
Aptus Capital Advisors
Alabama
$435K +$403K +2,907 +860%
NAMP
575
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$434K – – –
21 22
23
24 25