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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
201
HFG Advisors
Ohio
$5.11M -$29.4K -174 -0.5%
FTS
202
Fifth Third Securities
Ohio
$5.1M -$54.8K -325 -1%
PFA
203
Pure Financial Advisors
California
$5.09M +$256K +1,516 +5%
FWM
204
Forza Wealth Management
Florida
$5.08M +$98.7K +585 +2%
EA
205
Echo45 Advisors
California
$5.05M +$490K +2,902 +10%
HI
206
Harbour Investments
Wisconsin
$5.05M +$1.04M +6,178 +25%
GT
207
Glenview Trust
Kentucky
$5M +$762K +4,520 +17%
CAM
208
Cresset Asset Management
Illinois
$4.89M -$970K -5,748 -16%
DWM
209
Dakota Wealth Management
Florida
$4.84M -$868K -5,146 -15%
ABC
210
Associated Banc-Corp
Wisconsin
$4.81M +$231K +1,367 +5%
SWM
211
Spire Wealth Management
Virginia
$4.78M +$6.58K +39 +0.1%
NC
212
NovaPoint Capital
Georgia
$4.75M +$536K +3,180 +12%
MWM
213
Maltin Wealth Management
New Jersey
$4.66M +$346K +2,049 +8%
CPA
214
Cathy Pareto & Associates
Florida
$4.6M +$4.8M +28,440 New
GPW
215
Genesis Private Wealth
Virginia
$4.56M +$4.75M +28,175 New
TAM
216
Tocqueville Asset Management
New York
$4.52M -$240K -1,423 -5%
TC
217
TAGStone Capital
North Carolina
$4.43M +$143K +850 +3%
PWM
218
Perigon Wealth Management
California
$4.43M +$618K +3,666 +16%
MA
219
Mutual Advisors
Nebraska
$4.42M +$131K +775 +3%
BF
220
Baring Financial
Washington
$4.4M +$4.59M +27,229 New
GWMR
221
GC Wealth Management RIA
Massachusetts
$4.34M -$175K -1,037 -4%
BGAI
222
Bruce G. Allen Investments
Colorado
$4.32M +$265K +1,568 +6%
MFG
223
Midwest Financial Group
Kansas
$4.32M +$250K +1,480 +6%
FUBT
224
First United Bank & Trust
Maryland
$4.3M +$156K +927 +4%
CIA
225
Concurrent Investment Advisors
Florida
$4.25M +$297K +1,763 +7%
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