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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
176
Pension & Wealth Management Advisors
Massachusetts
$5.37M +$259K +1,868 +5%
FHA
177
First Horizon Advisors
Tennessee
$5.19M +$65.9K +475 +1%
BMCM
178
Bryn Mawr Capital Management
Pennsylvania
$5.19M +$371K +2,678 +7%
KWMG
179
King Wealth Management Group
Florida
$5.12M +$23.3K +168 +0.4%
IHWM
180
Iron Horse Wealth Management
Iowa
$5.09M +$249K +1,795 +5%
BSB
181
Bangor Savings Bank
Maine
$4.98M -$490K -3,530 -9%
AOWM
182
Alpha Omega Wealth Management
Virginia
$4.98M +$156K +1,125 +3%
HGWM
183
Harvest Group Wealth Management
Massachusetts
$4.97M +$184K +1,327 +4%
FGG
184
Financial Guidance Group
Florida
$4.92M -$354K -2,550 -6%
MFWP
185
Mosaic Family Wealth Partners
Missouri
$4.91M +$20K +144 +0.4%
SCM
186
SOL Capital Management
Maryland
$4.88M +$136K +982 +3%
FWM
187
Forza Wealth Management
Florida
$4.83M +$608K +4,386 +14%
RIA
188
Regal Investment Advisors
Michigan
$4.83M +$206K +1,485 +4%
PCA
189
Prosperity Capital Advisors
Ohio
$4.82M +$4.41M +31,815 +773%
NL
190
Navalign LLC
California
$4.76M +$877K +6,320 +22%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$4.75M +$1.04M +7,518 +27%
MAM
192
MMA Asset Management
Pennsylvania
$4.69M +$395K +2,846 +9%
FWP
193
FAS Wealth Partners
Kansas
$4.67M -$39.7K -286 -0.8%
BI
194
Berkeley Inc
Idaho
$4.64M +$2.64K +19 +0.1%
MFG
195
Merit Financial Group
Georgia
$4.63M -$106K -766 -2%
AAP
196
Arax Advisory Partners
Colorado
$4.63M +$2.22M +15,992 +86%
UCFA
197
United Capital Financial Advisors
Texas
$4.61M -$482K -3,471 -9%
EWA
198
EP Wealth Advisors
California
$4.58M -$50.5M -363,761 -94%
RA
199
Ruggaard & Associates
Ohio
$4.55M +$4.7M +33,910 New
JFA
200
JNBA Financial Advisors
Minnesota
$4.52M -$127K -917 -3%
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