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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
176
Financial Guidance Group
Florida
$5.31M -$203K -1,511 -4%
FHA
177
First Horizon Advisors
Tennessee
$5.18M -$298K -2,221 -5%
PWMA
178
Pension & Wealth Management Advisors
Massachusetts
$5.16M +$5.12M +38,181 New
KWMG
179
King Wealth Management Group
Florida
$5.14M +$5.1M +38,006 New
UCFA
180
United Capital Financial Advisors
Texas
$5.12M +$164K +1,224 +3%
AWS
181
Atria Wealth Solutions
New York
$5.09M +$598K +4,455 +13%
MFWP
182
Mosaic Family Wealth Partners
Missouri
$4.94M +$4.9M +36,514 New
IHWM
183
Iron Horse Wealth Management
Iowa
$4.89M +$2.8M +20,905 +137%
TWA
184
Tillar-Wenstrup Advisors
Ohio
$4.88M +$103K +767 +2%
BMCM
185
Bryn Mawr Capital Management
Pennsylvania
$4.87M -$2.01M -14,957 -29%
AOWM
186
Alpha Omega Wealth Management
Virginia
$4.87M +$97.1K +724 +2%
HGWM
187
Harvest Group Wealth Management
Massachusetts
$4.83M +$145K +1,084 +3%
RWA
188
Redhawk Wealth Advisors
Minnesota
$4.83M +$655K +4,882 +16%
SCM
189
SOL Capital Management
Maryland
$4.79M +$315K +2,345 +7%
IFPL
190
Investments & Financial Planning LLC
Kentucky
$4.78M +$4.74M +35,347 New
MFG
191
Merit Financial Group
Georgia
$4.78M -$420K -3,129 -8%
FWP
192
FAS Wealth Partners
Kansas
$4.75M -$99.9K -745 -2%
CPG
193
Cornerstone Planning Group
New Jersey
$4.69M +$4.55M +33,944 New
BI
194
Berkeley Inc
Idaho
$4.68M -$13.6K -101 -0.3%
JFA
195
JNBA Financial Advisors
Minnesota
$4.68M -$94.2K -702 -2%
RIA
196
Regal Investment Advisors
Michigan
$4.67M +$7.78K +58 +0.2%
TFCP
197
Twin Focus Capital Partners
Massachusetts
$4.58M -$1.33M -9,926 -23%
SCP
198
Stevens Capital Partners
Nebraska
$4.56M +$4.52M +33,696 New
MAM
199
MMA Asset Management
Pennsylvania
$4.34M +$72K +537 +2%
HIA
200
Harbor Investment Advisory
Maryland
$4.31M +$596K +4,443 +16%
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