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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
726
Diversified Enterprises
Delaware
$396K – – –
FCBT
727
First Citizens Bank & Trust
North Carolina
$390K -$62.8K -369 -14%
SWM
728
SeaCrest Wealth Management
New York
$390K -$74.9K -440 -16%
SFG
729
Snider Financial Group
Washington
$389K – – –
FPCG
730
Forum Private Client Group
Indiana
$389K +$170 +1 +0%
FSBI
731
Fearless Solutions (Best Invest)
Texas
$387K – – –
LWP
732
LMG Wealth Partners
Louisiana
$386K +$1.87K +11 +0.5%
KA
733
Klingman & Associates
New York
$386K -$9.36K -55 -2%
BFO
734
Biltmore Family Office
North Carolina
$386K +$51K +300 +16%
NC
735
North Capital
Utah
$385K +$2.04K +12 +0.5%
EHAM
736
Eagle Harbor Asset Management
Washington
$383K +$59.9K +352 +19%
CA
737
Crane Advisory
California
$383K – – –
NA
738
Note Advisors
New York
$381K -$1.19K -7 -0.3%
SC
739
Sierra Capital
Florida
$379K -$2.38K -14 -0.6%
FIC
740
Family Investment Center
Missouri
$379K -$340 -2 -0.1%
CAMG
741
CWA Asset Management Group
Florida
$377K +$1.87K +11 +0.5%
GCM
742
G2 Capital Management
Ohio
$373K -$111K -653 -23%
DWP
743
Destiny Wealth Partners
Florida
$373K – – –
WB
744
West Bancorporation
Iowa
$372K +$362K +2,130 New
MFG
745
Mosaic Financial Group
Illinois
$371K – – –
IA
746
IFG Advisory
Georgia
$371K +$44.7K +263 +14%
RPCA
747
Running Point Capital Advisors
California
$370K – – –
ATI
748
ARK & TLK Investments
Oklahoma
$369K -$170 -1 -0%
BCG
749
Breakwater Capital Group
New Jersey
$369K -$1.19K -7 -0.3%
FTWA
750
Fifth Third Wealth Advisors
Ohio
$367K -$27.9K -164 -7%
28 29
30
31 32