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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
201
Alpha Omega Wealth Management
Virginia
$3.87M +$1.27M +8,970 +43%
APA
202
American Portfolios Advisors
New York
$3.83M -$141K -995 -3%
SIG
203
Sargent Investment Group
Maryland
$3.76M +$4.1M +29,013 New
RWA
204
Redhawk Wealth Advisors
Minnesota
$3.73M +$289K +2,045 +8%
IAA
205
Ironsides Asset Advisors
North Carolina
$3.71M +$1.06M +7,517 +36%
TC
206
Tenret Company
Florida
$3.62M +$3.25K +23 +0.1%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$3.54M -$18.5K -131 -0.5%
HIA
208
Harbor Investment Advisory
Maryland
$3.53M +$141 +1 +0%
RC
209
Rovin Capital
Arizona
$3.52M -$40.5K -286 -1%
SFO
210
Stokes Family Office
Louisiana
$3.49M -$63K -445 -2%
HWM
211
HB Wealth Management
Georgia
$3.44M -$1.26M -8,889 -25%
IFS
212
Ifrah Financial Services
Arkansas
$3.4M -$31K -219 -0.8%
MAM
213
MMA Asset Management
Pennsylvania
$3.38M -$232K -1,639 -6%
SWM
214
Spire Wealth Management
Virginia
$3.37M -$8.06K -57 -0.2%
CS
215
Comerica Securities
Michigan
$3.25M +$225K +1,591 +7%
AWM
216
Accel Wealth Management
Iowa
$3.22M +$221K +1,560 +7%
TCMP
217
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.18M -$683K -4,825 -16%
FTS
218
Fifth Third Securities
Ohio
$3.15M +$3.44M +24,349 New
SW
219
SkyOak Wealth
Michigan
$3.1M +$334K +2,364 +11%
EA
220
Eclectic Associates
California
$3.06M +$224K +1,587 +7%
MCA
221
MSH Capital Advisors
Arizona
$3.05M -$116K -819 -3%
SB
222
Simmons Bank
Arkansas
$2.95M -$151K -1,068 -4%
WP
223
WealthShield Partners
North Carolina
$2.9M -$10K -71 -0.3%
AG
224
Ascent Group
Virginia
$2.79M -$599K -4,233 -17%
WLIM
225
White Lighthouse Investment Management
Massachusetts
$2.77M +$82K +580 +3%
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