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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
176
Harvest Group Wealth Management
Massachusetts
$4.64M +$5.38K +38 +0.1%
JFA
177
JNBA Financial Advisors
Minnesota
$4.64M -$15.8K -112 -0.3%
BI
178
Berkeley Inc
Idaho
$4.63M +$224K +1,582 +5%
TWA
179
Tillar-Wenstrup Advisors
Ohio
$4.61M +$476K +3,366 +10%
IFPL
180
Investments & Financial Planning LLC
Kentucky
$4.58M -$242K -1,714 -5%
FWP
181
FAS Wealth Partners
Kansas
$4.58M +$33.7K +238 +0.7%
AWS
182
Atria Wealth Solutions
New York
$4.54M +$746K +5,275 +18%
IHWM
183
Iron Horse Wealth Management
Iowa
$4.45M +$336K +2,378 +7%
AAP
184
Arax Advisory Partners
Colorado
$4.38M +$44.4K +314 +0.9%
LB
185
Leo Brokerage
Texas
$4.36M -$754K -5,333 -14%
RIA
186
Regal Investment Advisors
Michigan
$4.29M +$24.5K +173 +0.5%
SCM
187
SOL Capital Management
Maryland
$4.27M +$75K +530 +2%
FUBT
188
First United Bank & Trust
Maryland
$4.18M -$372K -2,629 -8%
PFA
189
Pure Financial Advisors
California
$4.18M -$71.4K -505 -2%
SPC
190
Sigma Planning Corp
Michigan
$4.16M -$233K -1,644 -5%
SIA
191
Strategic Investment Advisors
Michigan
$4.11M +$151K +1,070 +3%
NC
192
NovaPoint Capital
Georgia
$4.08M -$385K -2,719 -8%
CI
193
CX Institutional
Indiana
$4.04M -$3.54M -25,008 -44%
EWA
194
EverSource Wealth Advisors
Alabama
$4.01M -$227K -1,605 -5%
WFA
195
Wellspring Financial Advisors
Ohio
$3.98M -$2.03M -14,366 -2%
ZC
196
Zeit Capital
Colorado
$3.97M -$16.8K -119 -0.4%
TC
197
Tacita Capital
Ontario, Canada
$3.94M -$114K -805 -3%
CIAS
198
CBIZ Investment Advisory Services
Ohio
$3.93M +$4.29M +30,352 New
KA
199
Kovack Advisors
Florida
$3.89M +$2.41M +17,022 +131%
NL
200
Navalign LLC
California
$3.88M +$125K +887 +3%
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