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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
226
Gemmer Asset Management
California
$1M – – –
TNBTD
227
Trustmark National Bank Trust Department
Mississippi
$991K +$153K +1,395 +19%
WTFG
228
Wells Trecaso Financial Group
Ohio
$984K -$96.4K -880 -9%
ZB
229
Zions Bancorporation
Utah
$965K -$1.22M -11,119 -56%
GT
230
Glenview Trust
Kentucky
$936K +$13K +119 +1%
SWP
231
Stratos Wealth Partners
Ohio
$924K -$174K -1,592 -16%
HCIA
232
Hochman Cole Investment Advisors
Illinois
$913K -$24.9K -227 -3%
PCMC
233
Paragon Capital Management (Colorado)
Colorado
$913K – – –
TI
234
Truepoint Inc
Ohio
$912K +$10.2K +93 +1%
BPA
235
Beacon Pointe Advisors
California
$911K +$324K +2,956 +57%
EVM
236
Eaton Vance Management
Massachusetts
$902K +$103K +942 +13%
AOWM
237
Alpha Omega Wealth Management
Virginia
$893K +$48.9K +447 +6%
HT
238
Heritage Trust
Oklahoma
$891K +$20.5K +187 +2%
WTC
239
WhitTier Trust Company
Nevada
$872K +$49.8K +455 +6%
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$861K +$13.7K +125 +2%
CWM
241
Capital Wealth Management
Rhode Island
$858K -$4.71K -43 -0.6%
FA
242
FDx Advisors
Illinois
$854K -$42.5K -388 -5%
FNBOMD
243
First National Bank of Mount Dora
Florida
$854K – – –
FLA
244
Financial Life Advisors
Texas
$852K -$7.45K -68 -0.9%
MFG
245
MidWestOne Financial Group
Iowa
$840K +$826K +7,540 New
MA
246
MONECO Advisors
Connecticut
$837K +$1.53K +14 +0.2%
WCM
247
Windham Capital Management
Massachusetts
$835K – – –
AIM
248
Acropolis Investment Management
Missouri
$833K -$68K -621 -8%
JPLA
249
Joseph P. Lucia & Associates
New York
$818K +$423K +3,864 +111%
WFPG
250
Waller Financial Planning Group
Ohio
$812K -$31.8K -290 -4%
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10
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