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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
551
Financial Alternatives
California
$768K – – –
MF
552
Meridian Financial
Massachusetts
$761K -$24.8K -146 -3%
MWM
553
MorganRosel Wealth Management
Colorado
$760K +$90.2K +530 +14%
TPA
554
Trivium Point Advisory
Connecticut
$756K -$153K -899 -17%
SFP
555
Strategic Financial Partners
Oregon
$752K +$340 +2 +0%
TA
556
Tactive Advisors
Florida
$751K -$20.8K -122 -3%
UAG
557
United Advisor Group
Ohio
$751K +$176K +1,033 +32%
AB
558
Atlas Brown
Kentucky
$744K -$31.8K -187 -4%
PA
559
PFG Advisors
Arizona
$735K +$716K +4,211 New
CWM
560
Calamos Wealth Management
Illinois
$731K +$8.17K +48 +1%
PWMA
561
Pension & Wealth Management Advisors
Massachusetts
$726K – – –
TPCW
562
TD Private Client Wealth
New York
$724K -$19.6K -115 -3%
ODIJL
563
One Day In July LLC
Vermont
$723K +$681 +4 +0.1%
MCM
564
Manchester Capital Management
Vermont
$719K -$2.79M -16,420 -80%
CWA
565
Crux Wealth Advisors
California
$718K +$3.74K +22 +0.5%
ETC
566
Exchange Traded Concepts
Oklahoma
$718K -$78.3K -460 -10%
IAN
567
Integrated Advisors Network
Texas
$714K -$113K -665 -14%
OPAM
568
Ocean Park Asset Management
California
$711K -$21.4K -126 -3%
CF
569
Centaurus Financial
California
$710K +$170 +1 +0%
NFP
570
Narus Financial Partners
Utah
$704K +$153K +897 +29%
CP
571
Creekside Partners
California
$700K +$681 +4 +0.1%
UCFA
572
United Capital Financial Advisors
Texas
$700K -$30.1K -177 -4%
C
573
Croban
Ohio
$697K -$458K -2,690 -40%
NF
574
Nikulski Financial
Iowa
$697K +$81.5K +479 +14%
TI
575
Truepoint Inc
Ohio
$693K -$2.21K -13 -0.3%
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