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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
576
American Money Management
California
$526K -$71.1K -484 -13%
SFA
577
Sequoia Financial Advisors
Ohio
$523K -$2.94K -20 -0.6%
LNWWM
578
Laird Norton Wetherby Wealth Management
California
$521K -$15.4K -105 -3%
SWPG
579
Strategic Wealth Partners Group
Illinois
$520K -$8.07K -55 -2%
AWM
580
Aviso Wealth Management
Washington
$517K +$6.17K +42 +1%
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$512K -$7.34K -50 -2%
RFS
582
Richardson Financial Services
Massachusetts
$511K +$17.9K +122 +4%
GSC
583
Grey Street Capital
Illinois
$508K +$479K +3,261 New
IFPL
584
Investments & Financial Planning LLC
Kentucky
$508K -$32.7K -223 -6%
TCWA
585
Turtle Creek Wealth Advisors
Texas
$507K -$98.4K -670 -17%
FMWA
586
Forvis Mazars Wealth Advisors
Missouri
$506K +$222K +1,510 +87%
CF
587
Centaurus Financial
California
$505K -$11.7K -80 -2%
NAS
588
Nicolet Advisory Services
Wisconsin
$499K -$3.36M -22,862 -88%
S
589
SignatureFD
Georgia
$499K +$11.5K +78 +2%
MPCL
590
My Personal CFO LLC
Washington
$494K -$10.6K -72 -2%
CCWM
591
Cassaday & Co Wealth Management
Virginia
$492K +$96K +654 +26%
SIMC
592
Squire Investment Management Company
Utah
$492K +$61.1K +416 +15%
FB
593
First Bancorp
Maine
$491K – – –
DAS
594
Diversify Advisory Services
Utah
$489K +$464K +3,161 New
BBA
595
BLB&B Advisors
Pennsylvania
$487K +$25.7K +175 +6%
SWM
596
Silverlake Wealth Management
Vermont
$485K +$12.9K +88 +3%
CHJWM
597
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K – – –
HIS
598
Horizon Investment Services
Indiana
$480K -$18.5K -126 -4%
WFPG
599
Waller Financial Planning Group
Ohio
$479K -$28.9K -197 -6%
KA
600
Klingman & Associates
New York
$470K +$11.7K +80 +3%
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