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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
576
Forum Private Client Group
Indiana
$331K +$4.38K +31 +1%
AWM
577
Altium Wealth Management
New York
$329K – – –
MCM
578
Maryland Capital Management
Maryland
$329K +$72.1K +510 +25%
NRI
579
NFP Retirement Inc
California
$329K – – –
JWA
580
JFS Wealth Advisors
Pennsylvania
$328K – – –
NDSI
581
Newman Dignan & Sheerar Inc
Rhode Island
$327K +$849 +6 +0.2%
DY
582
Dowling & Yahnke
California
$325K -$42.7K -302 -11%
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$323K +$13.7K +97 +4%
RRA
584
Round Rock Advisors
Connecticut
$321K – – –
EW
585
Evoke Wealth
California
$319K – – –
BF
586
Brooklyn FI
New York
$318K -$346K -2,446 -86%
RCAG
587
Rehmann Capital Advisory Group
Michigan
$316K -$39K -276 -10%
EPP
588
ETF Portfolio Partners
Kansas
$314K +$343K +2,422 New
PFA
589
Professional Financial Advisors
Nebraska
$313K +$18.8K +133 +6%
NB
590
Nicolet Bankshares
Wisconsin
$310K -$69.6K -492 -17%
EAM
591
Evanson Asset Management
California
$309K +$47.4K +335 +16%
RFN
592
Redwood Financial Network
Ohio
$300K -$5.38K -38 -2%
DWT
593
Dorsey & Whitney Trust
South Dakota
$299K -$10.3K -73 -3%
DWM
594
Doyle Wealth Management
Florida
$299K +$38.3K +271 +13%
FNT
595
First National Trust
Pennsylvania
$298K – – –
SWPG
596
Strategic Wealth Partners Group
Illinois
$297K +$1.7K +12 +0.5%
OA
597
Oxbow Advisors
Texas
$293K – – –
HPWM
598
High Pines Wealth Management
Massachusetts
$291K – – –
AWA
599
Arete Wealth Advisors
Illinois
$288K -$1.24M -8,732 -84%
VBWMG
600
Von Berge Wealth Management Group
California
$288K – – –
22 23
24
25 26