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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
726
Horizon Investments
North Carolina
$352K +$42.2K +258 +13%
LTL
727
Lowery Thomas LLC
California
$352K -$15.4K -94 -4%
WWM
728
Western Wealth Management
Colorado
$351K +$55.1K +337 +18%
FIC
729
Family Investment Center
Missouri
$347K -$7.19K -44 -2%
VFA
730
Valeo Financial Advisors
Indiana
$345K +$352K +2,151 New
CAMG
731
CWA Asset Management Group
Florida
$345K -$5.23K -32 -1%
ITB
732
Idaho Trust Bank
Idaho
$345K – – –
MA
733
Marquette Associates
Illinois
$345K +$214K +1,306 +155%
DWP
734
Destiny Wealth Partners
Florida
$343K – – –
MFG
735
Mosaic Financial Group
Illinois
$342K -$40.9K -250 -11%
UAG
736
United Advisor Group
Ohio
$341K -$82.1K -502 -19%
BCG
737
Breakwater Capital Group
New Jersey
$341K +$7.52K +46 +2%
RPCA
738
Running Point Capital Advisors
California
$340K – – –
CMMS
739
Comprehensive Money Management Services
Florida
$340K – – –
ATI
740
ARK & TLK Investments
Oklahoma
$339K -$163 -1 -0%
WPP
741
Whalerock Point Partners
Rhode Island
$337K – – –
IDA
742
Intelligence Driven Advisers
California
$336K -$7.19K -44 -2%
HIA
743
HTG Investment Advisors
Connecticut
$335K – – –
BF
744
Brooklyn FI
New York
$335K – – –
EFG
745
Embree Financial Group
Illinois
$334K -$817 -5 -0.2%
DWT
746
Dorsey & Whitney Trust
South Dakota
$331K – – –
GSWM
747
Golden State Wealth Management
California
$331K -$11.1K -68 -3%
EW
748
Evoke Wealth
California
$330K +$336K +2,054 New
NF
749
Nikulski Financial
Iowa
$329K -$12.3K -75 -4%
PA
750
Pinnacle Associates
New York
$329K +$57.2K +350 +21%
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