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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
176
United Capital Financial Advisors
Texas
$4.46M -$256K -1,891 -5%
HGWM
177
Harvest Group Wealth Management
Massachusetts
$4.4M +$133K +982 +3%
FWP
178
FAS Wealth Partners
Kansas
$4.36M +$62.4K +461 +1%
AAP
179
Arax Advisory Partners
Colorado
$4.33M +$233K +1,721 +5%
TWA
180
Tillar-Wenstrup Advisors
Ohio
$4.3M -$37.1K -274 -0.8%
JFA
181
JNBA Financial Advisors
Minnesota
$4.3M -$67.4K -498 -1%
AOWM
182
Alpha Omega Wealth Management
Virginia
$4.3M +$738K +5,449 +18%
BI
183
Berkeley Inc
Idaho
$4.23M -$144K -1,065 -3%
RIA
184
Regal Investment Advisors
Michigan
$4.2M +$181K +1,340 +4%
CI
185
CX Institutional
Indiana
$4.14M +$370K +2,734 +9%
NL
186
Navalign LLC
California
$4.05M +$449K +3,316 +11%
AWS
187
Atria Wealth Solutions
New York
$4.04M -$251K -1,855 -5%
SCM
188
SOL Capital Management
Maryland
$4.02M +$9.48K +70 +0.2%
PFA
189
Pure Financial Advisors
California
$3.92M -$10.6K -78 -0.2%
SIG
190
Sargent Investment Group
Maryland
$3.87M +$215K +1,589 +5%
MAM
191
MMA Asset Management
Pennsylvania
$3.84M +$743K +5,488 +21%
WFA
192
Wellspring Financial Advisors
Ohio
$3.8M +$6.23K +46 +0%
NC
193
NovaPoint Capital
Georgia
$3.79M -$51.4K -380 -1%
SPC
194
Sigma Planning Corp
Michigan
$3.78M -$144K -1,062 -3%
RWA
195
Redhawk Wealth Advisors
Minnesota
$3.75M +$268K +1,977 +7%
HWM
196
HB Wealth Management
Georgia
$3.71M +$519K +3,837 +14%
APA
197
American Portfolios Advisors
New York
$3.7M +$119K +878 +3%
ZC
198
Zeit Capital
Colorado
$3.7M -$36.5K -270 -0.9%
CIAS
199
CBIZ Investment Advisory Services
Ohio
$3.7M – – –
TAM
200
Tocqueville Asset Management
New York
$3.68M +$35.7K +264 +0.9%
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