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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
701
Wilbanks Smith & Thomas Asset Management
Virginia
$303K – – –
SBIA
702
Sheaff Brock Investment Advisors
Indiana
$303K -$40.2K -299 -13%
FIC
703
Family Investment Center
Missouri
$302K +$30.5K +227 +12%
SAM
704
Silvercrest Asset Management
New York
$301K +$10.5K +78 +4%
OCM
705
One Capital Management
California
$300K -$806 -6 -0.3%
CW
706
CreativeOne Wealth
Kansas
$300K -$280K -2,085 -50%
DWT
707
Dorsey & Whitney Trust
South Dakota
$299K -$672 -5 -0.2%
BF
708
Brooklyn FI
New York
$297K +$9K +67 +3%
SA
709
Strategic Advisors
New York
$296K +$134 +1 +0%
MWM
710
MorganRosel Wealth Management
Colorado
$294K -$10.2K -76 -4%
WP
711
Wealthspan Partners
Iowa
$293K – – –
MSWM
712
McGlone Suttner Wealth Management
Wisconsin
$292K +$1.34K +10 +0.5%
WWC
713
Waypoint Wealth Counsel
Georgia
$291K – – –
NWA
714
Navis Wealth Advisors
New York
$290K – – –
EFG
715
Embree Financial Group
Illinois
$288K +$267K +1,988 New
CG
716
Caprock Group
Idaho
$287K +$6.98K +52 +3%
VBWMG
717
Von Berge Wealth Management Group
California
$285K -$43.9K -327 -14%
ATI
718
ARK & TLK Investments
Oklahoma
$285K +$264K +1,964 New
TW
719
Towerpoint Wealth
California
$283K – – –
HWA
720
Heritage Wealth Advisors
Virginia
$283K – – –
VA
721
Valmark Advisers
Ohio
$279K +$33.6K +250 +15%
LB
722
Legacy Bridge
Iowa
$279K – – –
KCM
723
Kennicott Capital Management
California
$278K – – –
LWM
724
LongView Wealth Management
Georgia
$276K +$257K +1,915 New
BFO
725
Biltmore Family Office
North Carolina
$275K – – –
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