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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
576
Sheaff Brock Investment Advisors
Indiana
$395K +$85.4K +581 +28%
FW
577
FirstPurpose Wealth
Utah
$389K – – –
NRI
578
NFP Retirement Inc
California
$380K +$66.2K +450 +22%
AWM
579
Altium Wealth Management
New York
$380K -$3.53K -24 -0.9%
JWA
580
JFS Wealth Advisors
Pennsylvania
$379K – – –
FPCG
581
Forum Private Client Group
Indiana
$378K +$372K +2,526 New
NDSI
582
Newman Dignan & Sheerar Inc
Rhode Island
$377K +$1.03K +7 +0.3%
OPS
583
Orion Portfolio Solutions
Nebraska
$373K -$31.8K -216 -8%
CAMG
584
CWA Asset Management Group
Florida
$372K +$83.2K +566 +30%
RRA
585
Round Rock Advisors
Connecticut
$371K – – –
CW
586
CreativeOne Wealth
Kansas
$369K -$2.38M -16,212 -87%
EW
587
Evoke Wealth
California
$369K +$316K +2,149 +678%
FAT
588
First American Trust
California
$367K -$271K -1,845 -43%
MW
589
Milestone Wealth
New York
$360K – – –
SFI
590
SPC Financial Inc
Maryland
$358K +$10.1K +69 +3%
DWT
591
Dorsey & Whitney Trust
South Dakota
$357K +$93.7K +637 +36%
JCM
592
Jacobi Capital Management
Pennsylvania
$354K -$1.03K -7 -0.3%
RFN
593
Redwood Financial Network
Ohio
$353K +$347K +2,356 New
CWM
594
Cadence Wealth Management
Massachusetts
$352K +$346K +2,354 New
CG
595
Caprock Group
Idaho
$348K +$48.5K +330 +17%
CTA
596
Colonial Trust Advisors
South Carolina
$346K +$340K +2,313 New
FNT
597
First National Trust
Pennsylvania
$345K -$15.1K -103 -4%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$345K +$20.4K +139 +6%
SWPG
599
Strategic Wealth Partners Group
Illinois
$342K +$147 +1 +0%
PFA
600
Professional Financial Advisors
Nebraska
$342K +$13.8K +94 +4%
22 23
24
25 26