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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
726
Sargent Investment Group
Maryland
$329K +$94.7K +596 +44%
IDA
727
Intelligence Driven Advisers
California
$328K +$3.18K +20 +1%
HWA
728
Heritage Wealth Advisors
Virginia
$327K – – –
SG
729
StoneX Group
New York
$327K -$54.5K -343 -15%
WP
730
Wealthspan Partners
Iowa
$326K – – –
RIS
731
Retirement Income Solutions
Michigan
$324K +$307K +1,931 New
LB
732
Legacy Bridge
Iowa
$323K – – –
OAS
733
Optivise Advisory Services
Tennessee
$323K -$195K -1,228 -39%
VBWMG
734
Von Berge Wealth Management Group
California
$321K -$7.79K -49 -3%
LWM
735
LongView Wealth Management
Georgia
$321K – – –
TW
736
Towerpoint Wealth
California
$320K -$2.07K -13 -0.7%
BFO
737
Biltmore Family Office
North Carolina
$318K – – –
WA
738
Wealthstream Advisors
New York
$318K – – –
EC
739
Estate Counselors
Wisconsin
$318K -$6.36M -40,005 -95%
TA
740
Townsend & Associates
Colorado
$317K +$45.3K +285 +18%
MSAM
741
Moloney Securities Asset Management
Missouri
$314K +$20.7K +130 +7%
CL
742
Cabana LLC
Arkansas
$314K -$64.4K -405 -18%
VWM
743
Venturi Wealth Management
Texas
$313K +$198K +1,246 +201%
WWM
744
Western Wealth Management
Colorado
$312K -$47.5K -299 -14%
TFGT
745
TS Financial Group (TSFG)
Illinois
$311K -$3.34K -21 -1%
NDSI
746
Newman Dignan & Sheerar Inc
Rhode Island
$309K -$21.5K -135 -7%
BW
747
BIP Wealth
Georgia
$309K +$35.3K +222 +14%
PWP
748
Perfromance Wealth Partners
Illinois
$307K +$291K +1,831 New
BWM
749
Benchmark Wealth Management
Connecticut
$307K – – –
VP
750
Verum Partners
North Carolina
$306K – – –
28 29
30
31 32