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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
$5.3M -$2.27M -17,056 -43%
AWS
177
Atria Wealth Solutions
New York
$5.26M -$504K -3,781 -9%
PBF
178
Petix & Botte Financial
California
$5.22M +$2.58M +19,370 +106%
SCM
179
SOL Capital Management
Maryland
$5.21M +$165K +1,240 +3%
COI
180
Connable Office Inc
Michigan
$5.19M +$5M +37,471 New
KWMG
181
King Wealth Management Group
Florida
$5.15M -$130K -973 -3%
MRC
182
Millburn Ridgefield Corp
New York
$5.15M -$477K -3,580 -9%
AOWM
183
Alpha Omega Wealth Management
Virginia
$5.11M -$30.8K -231 -0.6%
RIA
184
Regal Investment Advisors
Michigan
$5.1M +$109K +819 +2%
FWM
185
Forza Wealth Management
Florida
$5.05M +$63.1K +473 +1%
NL
186
Navalign LLC
California
$5.02M +$105K +787 +2%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$4.95M -$696K -5,218 -13%
RA
188
Ruggaard & Associates
Ohio
$4.93M +$228K +1,707 +5%
PWM
189
Perigon Wealth Management
California
$4.92M +$2.25M +16,902 +91%
MFWP
190
Mosaic Family Wealth Partners
Missouri
$4.9M -$165K -1,241 -3%
FGG
191
Financial Guidance Group
Florida
$4.8M -$269K -2,018 -5%
BI
192
Berkeley Inc
Idaho
$4.77M -$20.5K -154 -0.4%
FWP
193
FAS Wealth Partners
Kansas
$4.76M -$56K -420 -1%
SG
194
Sharper & Granite
California
$4.76M +$152K +1,137 +3%
UCFA
195
United Capital Financial Advisors
Texas
$4.75M -$6.93K -52 -0.2%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$4.7M -$192K -1,442 -4%
JFA
197
JNBA Financial Advisors
Minnesota
$4.64M -$24.1K -181 -0.5%
TA
198
TFB Advisors
Kansas
$4.53M +$1.56M +11,731 +56%
HIA
199
Harbor Investment Advisory
Maryland
$4.5M +$26.1K +196 +0.6%
LIA
200
LifePlan Investment Advisors
North Carolina
$4.48M +$4.31M +32,343 New
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