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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
601
Focus Partners Advisor Solutions
Missouri
$465K -$39.2K -292 -8%
HIS
602
Horizon Investment Services
Indiana
$464K -$672 -5 -0.2%
USCWA
603
U.S. Capital Wealth Advisors
Texas
$463K -$34.7K -258 -7%
RFS
604
Richardson Financial Services
Massachusetts
$458K +$424K +3,157 New
FB
605
First Bancorp
Maine
$457K – – –
CHJWM
606
Carlton Hofferkamp & Jenks Wealth Management
Texas
$456K – – –
S
607
SignatureFD
Georgia
$453K -$10.2K -76 -2%
GI
608
Gradient Investments
Minnesota
$451K +$135K +1,008 +48%
RJT
609
Raymond James Trust
Florida
$446K +$24.7K +184 +6%
SG
610
StoneX Group
New York
$445K -$128K -950 -24%
EHAM
611
Eagle Harbor Asset Management
Washington
$442K -$64.2K -478 -14%
LPAM
612
Lodestar Private Asset Management
California
$441K +$2.69K +20 +0.7%
AWM
613
Atticus Wealth Management
Florida
$441K -$58.2K -433 -12%
SWM
614
Silverlake Wealth Management
Vermont
$438K +$36.1K +269 +10%
SSI
615
Scott & Selber Inc
Texas
$435K – – –
TFGT
616
TS Financial Group (TSFG)
Illinois
$432K +$1.07K +8 +0.3%
SW
617
SkyOak Wealth
Michigan
$430K -$28.6K -213 -7%
AWM
618
Apollon Wealth Management
South Carolina
$429K -$10.7K -80 -3%
BBA
619
BLB&B Advisors
Pennsylvania
$427K +$26.6K +198 +7%
LA
620
LexAurum Advisors
Kansas
$426K -$39.9K -297 -9%
KA
621
Klingman & Associates
New York
$425K – – –
MCCA
622
Mill Creek Capital Advisors
Pennsylvania
$425K -$182K -1,355 -32%
PFA
623
Professional Financial Advisors
Nebraska
$425K +$3.76K +28 +1%
YWM
624
Yoder Wealth Management
California
$422K +$390K +2,907 New
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$421K +$134 +1 +0%
23 24
25
26 27