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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
1126
Cornerstone Financial Management
Massachusetts
$42.9K – – –
MCI
1127
MRP Capital Investments
Georgia
$42.5K – – –
RWM
1128
RMG Wealth Management
Wisconsin
$41.8K +$38.7K +200 New
TCM
1129
Triumph Capital Management
Colorado
$41.1K +$2.9K +15 +8%
TFA
1130
Toth Financial Advisory
Virginia
$39.7K +$38.9K +201 New
HIC
1131
Hamrick Investment Counsel
Washington
$39.5K – – –
TF
1132
Tompkins Financial
New York
$39.5K – – –
OAG
1133
Oakmont Advisory Group
New Mexico
$38.3K +$37.5K +194 New
WBC
1134
West Branch Capital
Massachusetts
$38.3K – – –
CIA
1135
Cape Investment Advisory
Georgia
$37.3K +$36.6K +189 New
CBT
1136
Crews Bank & Trust
Florida
$36.8K – – –
OFG
1137
Oxford Financial Group
Indiana
$35.4K +$27.9K +144 +411%
TWIM
1138
TIAA Wealth Investment Management
New York
$34.9K +$2.32K +12 +7%
TCM
1139
TD Capital Management
Tennessee
$34.9K +$193 +1 +0.6%
CFM
1140
Compass Financial Management
Florida
$33.2K +$31K +160 New
AIA
1141
Aventus Investment Advisors
Florida
$33K – – –
RF
1142
Roxbury Financial
New Jersey
$32.9K – – –
EWM
1143
EPG Wealth Management
Georgia
$32.8K – – –
PWMG
1144
Prestige Wealth Management Group
New Jersey
$31.4K – – –
IRAG
1145
Investment Research & Advisory Group
Georgia
$31K – – –
RF
1146
Robinswood Financial
Washington
$30.8K – – –
SS
1147
SBI Securities
Japan
$29.6K -$11K -57 -28%
HWA
1148
HHM Wealth Advisors
Tennessee
$29.2K – – –
BIM
1149
Breakwater Investment Management
Washington
$26.7K – – –
DF
1150
Dunhill Financial
United Kingdom
$26.5K – – –
44 45
46
47 48