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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
626
GWN Securities
Florida
$509K +$180K +1,098 +53%
RIM
627
Rockbridge Investment Management
New York
$508K -$81.3K -497 -14%
AWM
628
Aviso Wealth Management
Washington
$502K -$31.4K -192 -6%
DAS
629
Diversify Advisory Services
Utah
$498K -$127K -778 -20%
AA
630
Argent Advisors
Louisiana
$498K – – –
NWAG
631
Net Worth Advisory Group
Utah
$497K +$46.6K +285 +10%
CWP
632
Curated Wealth Partners
California
$494K -$11.3K -69 -2%
RA
633
RFG Advisory
Alabama
$494K -$15.2K -93 -3%
IA
634
Inspire Advisors
Idaho
$493K -$2.78K -17 -0.6%
CHJWM
635
Carlton Hofferkamp & Jenks Wealth Management
Texas
$491K +$9.48K +58 +2%
BFA
636
Beacon Financial Advisory
Ohio
$487K +$107K +654 +27%
FCP
637
Fidelis Capital Partners
Florida
$487K – – –
USCWA
638
U.S. Capital Wealth Advisors
Texas
$486K -$60K -367 -11%
OFS
639
OneAscent Financial Services
Alabama
$486K +$494K +3,022 New
RMP
640
Richards, Merrill & Peterson
Washington
$483K – – –
GIM
641
Goelzer Investment Management
Indiana
$483K +$57.5K +352 +13%
FB
642
First Bancorp
Maine
$482K – – –
AWA
643
Amplius Wealth Advisors
Pennsylvania
$481K +$2.45K +15 +0.5%
AWM
644
Apollon Wealth Management
South Carolina
$478K -$1.47K -9 -0.3%
QC
645
Quadrature Capital
United Kingdom
$475K +$107K +656 +28%
MYIA
646
Mount Yale Investment Advisors
Colorado
$473K +$12.4K +76 +3%
LPAM
647
Lodestar Private Asset Management
California
$473K +$327 +2 +0.1%
EWP
648
Elevation Wealth Partners
California
$473K – – –
PA
649
PFG Advisors
Arizona
$473K +$77.3K +473 +19%
MCCA
650
Mill Creek Capital Advisors
Pennsylvania
$471K – – –
24 25
26
27 28