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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
626
Rockbridge Investment Management
New York
$508K -$81.3K -497 -14%
AWM
627
Aviso Wealth Management
Washington
$502K -$31.4K -192 -6%
DAS
628
Diversify Advisory Services
Utah
$498K -$127K -778 -20%
AA
629
Argent Advisors
Louisiana
$498K – – –
NWAG
630
Net Worth Advisory Group
Utah
$497K +$46.6K +285 +10%
CWP
631
Curated Wealth Partners
California
$494K -$11.3K -69 -2%
RA
632
RFG Advisory
Alabama
$494K -$15.2K -93 -3%
IA
633
Inspire Advisors
Idaho
$493K -$2.78K -17 -0.6%
CHJWM
634
Carlton Hofferkamp & Jenks Wealth Management
Texas
$491K +$9.48K +58 +2%
BFA
635
Beacon Financial Advisory
Ohio
$487K +$107K +654 +27%
FCP
636
Fidelis Capital Partners
Florida
$487K – – –
USCWA
637
U.S. Capital Wealth Advisors
Texas
$486K -$60K -367 -11%
OFS
638
OneAscent Financial Services
Alabama
$486K +$494K +3,022 New
RMP
639
Richards, Merrill & Peterson
Washington
$483K – – –
GIM
640
Goelzer Investment Management
Indiana
$483K +$57.5K +352 +13%
FB
641
First Bancorp
Maine
$482K – – –
AWA
642
Amplius Wealth Advisors
Pennsylvania
$481K +$2.45K +15 +0.5%
AWM
643
Apollon Wealth Management
South Carolina
$478K -$1.47K -9 -0.3%
QC
644
Quadrature Capital
United Kingdom
$475K +$107K +656 +28%
MYIA
645
Mount Yale Investment Advisors
Colorado
$473K +$12.4K +76 +3%
LPAM
646
Lodestar Private Asset Management
California
$473K +$327 +2 +0.1%
EWP
647
Elevation Wealth Partners
California
$473K – – –
PA
648
PFG Advisors
Arizona
$473K +$77.3K +473 +19%
MCCA
649
Mill Creek Capital Advisors
Pennsylvania
$471K – – –
SWM
650
Silverlake Wealth Management
Vermont
$468K +$59K +361 +14%
24 25
26
27 28