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Vanguard Morningstar Mid-Cap Value ETF
VOE

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