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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
626
United Advisor Group
Ohio
$537K +$181K +1,140 +54%
BHWM
627
Beaird Harris Wealth Management
Texas
$533K – – –
QCM
628
QRG Capital Management
Illinois
$529K -$23.9K -151 -4%
JPLA
629
Joseph P. Lucia & Associates
New York
$526K -$43.9K -277 -8%
FCP
630
Fidelis Capital Partners
Florida
$526K – – –
PFBT
631
Parkside Financial Bank & Trust
Missouri
$518K -$124K -784 -20%
CAL
632
Capital Analysts LLC
Pennsylvania
$516K +$430K +2,714 +643%
NFP
633
Narus Financial Partners
Utah
$516K -$139K -878 -22%
PIA
634
Pinion Investment Advisors
Kansas
$515K -$8.55K -54 -2%
IA
635
Inspire Advisors
Idaho
$513K +$7.92K +50 +2%
AA
636
Argent Advisors
Louisiana
$510K – – –
FFG
637
Fiduciary Financial Group
California
$509K +$16.8K +106 +4%
CWP
638
Curated Wealth Partners
California
$506K – – –
BFA
639
Beacon Financial Advisory
Ohio
$506K +$6.02K +38 +1%
SA
640
Strategic Advisors
New York
$505K -$1M -6,330 -67%
MWA
641
Medallion Wealth Advisors
Connecticut
$501K -$34.5K -218 -7%
CW
642
CreativeOne Wealth
Kansas
$498K -$115K -725 -19%
USCWA
643
U.S. Capital Wealth Advisors
Texas
$495K -$3.17K -20 -0.7%
AWM
644
Aviso Wealth Management
Washington
$495K -$18.4K -116 -4%
RMP
645
Richards, Merrill & Peterson
Washington
$495K – – –
FB
646
First Bancorp
Maine
$493K – – –
AWA
647
Amplius Wealth Advisors
Pennsylvania
$493K – – –
BBA
648
BLB&B Advisors
Pennsylvania
$490K -$119K -753 -20%
WCM
649
Winebrenner Capital Management
Kentucky
$490K +$18.5K +117 +4%
BBPWM
650
Blue Bell Private Wealth Management
Pennsylvania
$487K +$60K +379 +15%
24 25
26
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