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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1101
Register Financial Advisors
Georgia
$1.57K – – –
FNWA
1102
Financial Network Wealth Advisors
Utah
$1.51K -$6.13K -36 -80%
CA
1103
Crewe Advisors
Utah
$1.46K – – –
BCM
1104
Blume Capital Management
California
$1.05K +$1.02K +6 New
GCM
1105
Gables Capital Management
Florida
$1.05K – – –
RP
1106
Rice Partnership
Hawaii
$873 -$681 -4 -44%
W
1107
WealthCollab
Washington
$699 – – –
IWP
1108
IAG Wealth Partners
Wisconsin
$698 – – –
SWP
1109
Strategic Wealth Partners
Ohio
$698 – – –
KG
1110
Kilter Group
New York
$584 -$510 -3 -50%
PWM
1111
Proathlete Wealth Management
Florida
$523 -$7.83K -46 -94%
CFS
1112
Compass Financial Services
Iowa
$351 – – –
TWM
1113
Topsail Wealth Management
North Carolina
$351 – – –
TCM
1114
Tradewinds Capital Management
Washington
$350 – – –
AF
1115
Alerus Financial
North Dakota
$349 – – –
MBFW
1116
Morton Brown Family Wealth
Pennsylvania
$349 – – –
KA
1117
Kozak & Associates
Colorado
$2 – – –
AAP
1118
Arax Advisory Partners
Colorado
– -$4.2M -25,533 Closed
FTUS
1119
Flow Traders U.S.
New York
– -$2.74M -16,662 Closed
PCM
1120
Peirce Capital Management
Texas
– -$1.12M -6,826 Closed
GS
1121
GTS Securities
Florida
– -$1.01M -6,168 Closed
SFC
1122
Strategic Financial Concepts
Texas
– -$904K -5,498 Closed
VP
1123
Verisail Partners
Georgia
– -$895K -5,440 Closed
LAM
1124
L2 Asset Management
Massachusetts
– -$839K -5,099 Closed
LWL
1125
Leo Wealth LLC
Texas
– -$817K -4,970 Closed
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45
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