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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
926
Element Wealth
Mississippi
$259K +$255K +1,458 New
PIA
927
Panoramic Investment Advisors
Colorado
$258K +$2.27K +13 +0.9%
BRWA
928
B. Riley Wealth Advisors
Florida
$255K +$1.57K +9 +0.6%
RC
929
Roundview Capital
New Jersey
$250K – – –
1NWS
930
1 North Wealth Services
Maryland
$250K +$21.2K +121 +9%
GAM
931
Gemmer Asset Management
California
$249K +$2.1K +12 +0.9%
AWM
932
Atticus Wealth Management
Florida
$247K -$12.6K -72 -5%
SFP
933
Shepherd Financial Partners
Massachusetts
$246K – – –
MWP
934
Meriwether Wealth & Planning
Louisiana
$245K – – –
CA
935
Cornerstone Advisory
Maryland
$243K +$1.23K +7 +0.5%
QP
936
Quartz Partners
New York
$243K +$5.6K +32 +2%
SFWC
937
Strategic Family Wealth Counselors
New Jersey
$240K +$229K +1,311 New
SIG
938
Spinnaker Investment Group
California
$239K -$70.7K -404 -23%
SDWMA
939
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$5.6K +32 +2%
OC
940
Optima Capital
Oregon
$239K – – –
RSWA
941
Robinson Smith Wealth Advisors
Maine
$239K -$6.3K -36 -3%
TAM
942
Titleist Asset Management
Texas
$238K +$235K +1,344 New
CSA
943
Cottage Street Advisors
Massachusetts
$238K +$1.75K +10 +0.8%
RAM
944
Redmond Asset Management
Virginia
$237K – – –
CFD
945
Creative Financial Designs
Indiana
$237K +$1.23K +7 +0.5%
WS
946
Wedbush Securities
California
$237K +$14.4K +82 +7%
NEPWA
947
New England Private Wealth Advisors
Massachusetts
$235K -$7.35K -42 -3%
PG
948
Proffitt & Goodson
Tennessee
$235K – – –
GWP
949
Gen-Wealth Partners
Michigan
$234K -$16.5K -94 -7%
SPAS
950
Spectrum Planning & Advisory Services
California
$234K +$1.93K +11 +0.8%
36 37
38
39 40