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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
MorganRosel Wealth Management
Colorado
$384K +$64.2K +437 +22%
PSB
652
Passumpsic Savings Bank
Vermont
$384K +$362K +2,466 New
EAM
653
Evanson Asset Management
California
$381K +$881 +6 +0.2%
BFG
654
Beacon Financial Group
Texas
$380K -$2.94K -20 -0.8%
AFG
655
Altiora Financial Group
Ohio
$378K – – –
TWP
656
Tyche Wealth Partners
Texas
$377K – – –
AWA
657
Arkadios Wealth Advisors
Georgia
$375K -$6.17K -42 -2%
CA
658
Clearstead Advisors
Ohio
$375K +$20K +136 +6%
MWM
659
Mission Wealth Management
California
$374K -$42.3K -288 -11%
SCG
660
Sonata Capital Group
Washington
$374K – – –
MFG
661
Mosaic Financial Group
Illinois
$371K +$349K +2,377 New
GIM
662
Goelzer Investment Management
Indiana
$368K -$15.3K -104 -4%
NPFS
663
Novak & Powell Financial Services
Florida
$366K -$326K -2,217 -32%
JFGIW
664
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K +$154K +1,050 +81%
CIA
665
Compass Ion Advisors
Pennsylvania
$362K +$16.6K +113 +5%
GFWA
666
Grey Fox Wealth Advisors
Delaware
$362K – – –
EP
667
Eudaimonia Partners
Tennessee
$361K +$110K +751 +48%
D
668
Diversified
Delaware
$360K +$14.7K +100 +5%
WWM
669
Western Wealth Management
Colorado
$357K -$34.8K -237 -9%
PA
670
Parallel Advisors
California
$357K -$75K -511 -18%
RRA
671
Round Rock Advisors
Connecticut
$357K -$2.94K -20 -0.9%
VCA
672
Verdence Capital Advisors
Maryland
$354K -$54.6K -372 -14%
SIC
673
Salem Investment Counselors
North Carolina
$350K -$18.8K -128 -5%
AWM
674
Atticus Wealth Management
Florida
$349K -$117K -800 -26%
PMFA
675
Plante Moran Financial Advisors
Michigan
$348K -$8.22K -56 -2%
25 26
27
28 29