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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
701
Whalerock Point Partners
Rhode Island
$304K -$57.1K -425 -17%
WSTAM
702
Wilbanks Smith & Thomas Asset Management
Virginia
$303K – – –
SBIA
703
Sheaff Brock Investment Advisors
Indiana
$303K -$40.2K -299 -13%
FIC
704
Family Investment Center
Missouri
$302K +$30.5K +227 +12%
SAM
705
Silvercrest Asset Management
New York
$301K +$10.5K +78 +4%
OCM
706
One Capital Management
California
$300K -$806 -6 -0.3%
CW
707
CreativeOne Wealth
Kansas
$300K -$280K -2,085 -50%
DWT
708
Dorsey & Whitney Trust
South Dakota
$299K -$672 -5 -0.2%
BF
709
Brooklyn FI
New York
$297K +$9K +67 +3%
SA
710
Strategic Advisors
New York
$296K +$134 +1 +0%
MWM
711
MorganRosel Wealth Management
Colorado
$294K -$10.2K -76 -4%
WP
712
Wealthspan Partners
Iowa
$293K – – –
MSWM
713
McGlone Suttner Wealth Management
Wisconsin
$292K +$1.34K +10 +0.5%
WWC
714
Waypoint Wealth Counsel
Georgia
$291K – – –
NWA
715
Navis Wealth Advisors
New York
$290K – – –
EFG
716
Embree Financial Group
Illinois
$288K +$267K +1,988 New
CG
717
Caprock Group
Idaho
$287K +$6.98K +52 +3%
VBWMG
718
Von Berge Wealth Management Group
California
$285K -$43.9K -327 -14%
ATI
719
ARK & TLK Investments
Oklahoma
$285K +$264K +1,964 New
TW
720
Towerpoint Wealth
California
$283K – – –
HWA
721
Heritage Wealth Advisors
Virginia
$283K – – –
VA
722
Valmark Advisers
Ohio
$279K +$33.6K +250 +15%
LB
723
Legacy Bridge
Iowa
$279K – – –
KCM
724
Kennicott Capital Management
California
$278K – – –
LWM
725
LongView Wealth Management
Georgia
$276K +$257K +1,915 New
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