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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pure Financial Advisors
California
$4.28M -$71.2K -531 -2%
FWM
202
Forza Wealth Management
Florida
$4.28M +$4.24M +31,623 New
SG
203
Sharper & Granite
California
$4.16M +$4.13M +30,757 New
ZC
204
Zeit Capital
Colorado
$4.09M -$18.8K -140 -0.5%
HWM
205
HB Wealth Management
Georgia
$4.07M -$43.9K -327 -1%
SPC
206
Sigma Planning Corp
Michigan
$4.04M -$153K -1,142 -4%
NC
207
NovaPoint Capital
Georgia
$4.03M -$178K -1,327 -4%
WFA
208
Wellspring Financial Advisors
Ohio
$4.03M -$103K -768 -0.1%
CSWM
209
Cassady Schiller Wealth Management
Ohio
$4.01M +$309K +2,306 +8%
TAM
210
Tocqueville Asset Management
New York
$3.95M -$133K -990 -3%
FTS
211
Fifth Third Securities
Ohio
$3.95M +$257K +1,913 +7%
NL
212
Navalign LLC
California
$3.94M -$554K -4,131 -12%
EWA
213
EverSource Wealth Advisors
Alabama
$3.84M -$107K -799 -3%
SIG
214
Sargent Investment Group
Maryland
$3.83M -$303K -2,255 -7%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$3.78M +$1.34M +9,982 +56%
SWM
216
Spire Wealth Management
Virginia
$3.73M +$224K +1,671 +6%
TC
217
Tenret Company
Florida
$3.72M +$7.11K +53 +0.2%
SFO
218
Stokes Family Office
Louisiana
$3.7M +$153K +1,142 +4%
EA
219
Eclectic Associates
California
$3.68M +$407K +3,036 +13%
FUBT
220
First United Bank & Trust
Maryland
$3.6M -$335K -2,494 -9%
SFM
221
Signet Financial Management
New Jersey
$3.54M +$822K +6,128 +31%
VCP
222
Verus Capital Partners
Arizona
$3.51M +$493K +3,672 +17%
CS
223
Comerica Securities
Michigan
$3.5M +$256K +1,908 +8%
IFS
224
Ifrah Financial Services
Arkansas
$3.47M -$100K -747 -3%
RC
225
Rovin Capital
Arizona
$3.45M -$216K -1,608 -6%
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