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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
176
UMB Bank
Missouri
$5.86M -$336K -2,119 -6%
AAS
177
Avantax Advisory Services
Texas
$5.86M +$220K +1,388 +4%
PS
178
Principal Securities
Iowa
$5.86M +$1.72M +10,842 +44%
ZC
179
Zeit Capital
Colorado
$5.83M +$34.5K +218 +0.6%
HI
180
Harbour Investments
Wisconsin
$5.8M +$343K +2,169 +7%
BSB
181
Bangor Savings Bank
Maine
$5.75M -$184K -1,160 -3%
HWM
182
HB Wealth Management
Georgia
$5.73M -$451K -2,848 -8%
RSWM
183
Robertson Stephens Wealth Management
California
$5.56M -$232K -1,463 -4%
BF
184
Baring Financial
Washington
$5.5M +$203K +1,282 +4%
FWP
185
FAS Wealth Partners
Kansas
$5.48M -$25.3K -160 -0.5%
TMWM
186
Taylor & Morgan Wealth Management
Michigan
$5.4M -$19K -120 -0.4%
FTS
187
Fifth Third Securities
Ohio
$5.39M +$163K +1,027 +3%
CWL
188
Causey Wealth LLC
Colorado
$5.36M -$126K -794 -2%
EFG
189
Everhart Financial Group
Ohio
$5.3M +$647K +4,089 +15%
KWMG
190
King Wealth Management Group
Florida
$5.3M -$111K -698 -2%
PA
191
Prism Advisors
California
$5.29M +$5.09M +32,175 New
HA
192
HFG Advisors
Ohio
$5.28M -$25.8K -163 -0.5%
HIA
193
Harbor Investment Advisory
Maryland
$5.25M -$68.9K -435 -1%
CIA
194
Concurrent Investment Advisors
Florida
$5.25M +$355K +2,241 +8%
TC
195
Tenret Company
Florida
$5.24M -$204K -1,290 -4%
FWM
196
Forza Wealth Management
Florida
$5.17M – – –
EA
197
Echo45 Advisors
California
$5.16M +$63.5K +401 +1%
PFA
198
Pure Financial Advisors
California
$5.14M -$175K -1,103 -3%
SCM
199
SOL Capital Management
Maryland
$5.11M -$91K -575 -2%
MWM
200
Maltin Wealth Management
New Jersey
$5.07M +$179K +1,132 +4%
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