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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
726
First Citizens Bank & Trust
North Carolina
$390K -$62.8K -369 -14%
SWM
727
SeaCrest Wealth Management
New York
$390K -$74.9K -440 -16%
SFG
728
Snider Financial Group
Washington
$389K – – –
FPCG
729
Forum Private Client Group
Indiana
$389K +$170 +1 +0%
FSBI
730
Fearless Solutions (Best Invest)
Texas
$387K – – –
LWP
731
LMG Wealth Partners
Louisiana
$386K +$1.87K +11 +0.5%
KA
732
Klingman & Associates
New York
$386K -$9.36K -55 -2%
BFO
733
Biltmore Family Office
North Carolina
$386K +$51K +300 +16%
NC
734
North Capital
Utah
$385K +$2.04K +12 +0.5%
EHAM
735
Eagle Harbor Asset Management
Washington
$383K +$59.9K +352 +19%
CA
736
Crane Advisory
California
$383K – – –
NA
737
Note Advisors
New York
$381K -$1.19K -7 -0.3%
SC
738
Sierra Capital
Florida
$379K -$2.38K -14 -0.6%
FIC
739
Family Investment Center
Missouri
$379K -$340 -2 -0.1%
CAMG
740
CWA Asset Management Group
Florida
$377K +$1.87K +11 +0.5%
GCM
741
G2 Capital Management
Ohio
$373K -$111K -653 -23%
DWP
742
Destiny Wealth Partners
Florida
$373K – – –
WB
743
West Bancorporation
Iowa
$372K +$362K +2,130 New
MFG
744
Mosaic Financial Group
Illinois
$371K – – –
IA
745
IFG Advisory
Georgia
$371K +$44.7K +263 +14%
RPCA
746
Running Point Capital Advisors
California
$370K – – –
ATI
747
ARK & TLK Investments
Oklahoma
$369K -$170 -1 -0%
BCG
748
Breakwater Capital Group
New Jersey
$369K -$1.19K -7 -0.3%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$367K -$27.9K -164 -7%
IDA
750
Intelligence Driven Advisers
California
$367K +$1.7K +10 +0.5%
28 29
30
31 32