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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
TPG Financial Advisors
Oregon
$595K +$601K +3,958 New
NFP
552
Narus Financial Partners
Utah
$594K -$74.2K -489 -11%
CWM
553
Collaborative Wealth Management
Florida
$594K – – –
HR
554
Howe & Rusling
New York
$593K +$13.4K +88 +2%
IAG
555
Investmark Advisory Group
Connecticut
$588K -$152 -1 -0%
SIMC
556
Squire Investment Management Company
Utah
$585K +$111K +734 +23%
CFGA
557
Cambridge Financial Group (Arizona)
Arizona
$581K -$2.73K -18 -0.5%
AA
558
Argent Advisors
Louisiana
$573K – – –
MW
559
Marcum Wealth
Ohio
$568K +$37.5K +247 +7%
AL
560
Aspiriant LLC
California
$566K +$312K +2,056 +121%
KFI
561
Key Financial Inc
Pennsylvania
$558K – – –
MA
562
MAS Advisors
Florida
$558K -$2.13M -14,034 -79%
TSS
563
Two Sigma Securities
New York
$558K +$227K +1,494 +68%
EWP
564
Elevation Wealth Partners
California
$557K +$37.9K +250 +7%
MWM
565
MGB Wealth Management
Texas
$553K – – –
ECM
566
Evergreen Capital Management
Washington
$547K – – –
CMBA
567
C.M. Bidwell & Associates
Hawaii
$544K -$1.37K -9 -0.2%
CC
568
Courier Capital
New York
$542K -$69.5K -458 -11%
PFPT
569
Pinnacle Financial Partners (Tennessee)
Tennessee
$542K – – –
SAM
570
Synergy Asset Management
Washington
$541K +$9.11K +60 +2%
CCWM
571
Cassaday & Co Wealth Management
Virginia
$541K +$67.2K +443 +14%
VF
572
Virtu Financial
New York
$534K -$2.24M -14,768 -81%
ZB
573
Zions Bancorporation
Utah
$532K – – –
LCWP
574
Legacy Capital Wealth Partners
Arkansas
$531K +$536K +3,530 New
SFA
575
Sequoia Financial Advisors
Ohio
$528K +$24K +158 +5%
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