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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
651
Walled Lake Planning & Wealth Management
Illinois
$378K +$537 +4 +0.2%
FW
652
FirstPurpose Wealth
Utah
$377K – – –
VCM
653
Virtue Capital Management
Tennessee
$376K -$22.2K -165 -6%
EF
654
Empowered Funds
Pennsylvania
$376K +$349K +2,595 New
ACM
655
Advisors Capital Management
New Jersey
$375K -$28.3K -211 -8%
NDSI
656
Newman Dignan & Sheerar Inc
Rhode Island
$375K +$1.61K +12 +0.5%
LSPW
657
Lake Street Private Wealth
Illinois
$371K +$134 +1 +0%
OA
658
Oxbow Advisors
Texas
$369K +$65.5K +488 +24%
H
659
HoyleCohen
California
$368K +$91.9K +684 +37%
WWM
660
Western Wealth Management
Colorado
$367K +$806 +6 +0.2%
BFA
661
Beaumont Financial Advisors
Massachusetts
$365K – – –
NF
662
Nikulski Financial
Iowa
$364K – – –
PA
663
PFG Advisors
Arizona
$363K -$90.7K -675 -21%
CCWM
664
Cassaday & Co Wealth Management
Virginia
$363K -$940 -7 -0.3%
MCCP
665
Mission Creek Capital Partners
California
$359K +$2.55K +19 +0.8%
HAG
666
HF Advisory Group
Maryland
$359K +$26.6K +198 +9%
QCG
667
Quadrant Capital Group
Ohio
$358K +$257K +1,917 +347%
GIM
668
Goelzer Investment Management
Indiana
$358K +$12.8K +95 +4%
FWM
669
FSA Wealth Management
Massachusetts
$357K +$269 +2 +0.1%
BFG
670
Beacon Financial Group
Texas
$357K +$330K +2,460 New
AWA
671
Arkadios Wealth Advisors
Georgia
$355K +$35.2K +262 +12%
LWL
672
Leo Wealth LLC
Texas
$355K +$315K +2,342 New
CAC
673
Certified Advisory Corp
Florida
$355K -$131K -978 -29%
EAM
674
Evanson Asset Management
California
$354K +$1.48K +11 +0.5%
FPCG
675
Forum Private Client Group
Indiana
$352K +$326K +2,427 New
25 26
27
28 29