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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
251
Clear Harbor Asset Management
Connecticut
$653K +$97.5K +905 +13%
PWAC
252
Private Wealth Advisors (California)
California
$653K +$100K +929 +13%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$652K -$79.3K -736 -8%
TIA
254
Tiemann Investment Advisors
California
$645K -$222K -2,057 -21%
IAN
255
Integrated Advisors Network
Texas
$628K – – –
NWM
256
Northwest Wealth Management
Iowa
$626K -$415K -3,853 -33%
WI
257
WrapManager Inc
California
$626K -$396K -3,676 -32%
WTC
258
WhitTier Trust Company
Nevada
$624K -$49K -455 -6%
FNBOMD
259
First National Bank of Mount Dora
Florida
$624K – – –
PS
260
Portfolio Solutions
Michigan
$621K +$32.7K +304 +4%
AIM
261
Acropolis Investment Management
Missouri
$620K +$2.05K +19 +0.2%
SFP
262
Strategic Financial Partners
Oregon
$617K -$87.7K -814 -10%
WCM
263
Windham Capital Management
Massachusetts
$610K – – –
BJL
264
Brighton Jones LLC
Washington
$600K +$20.7K +192 +3%
MFG
265
MidWestOne Financial Group
Iowa
$597K +$178K +1,649 +29%
OLA
266
Oliver Luxxe Assets
New Jersey
$593K +$94.5K +877 +15%
SI
267
Stephens Inc
Arkansas
$587K -$8.62K -80 -1%
PFO
268
Pathstone Family Office
New Jersey
$586K +$529K +4,908 +213%
KCM
269
Kennedy Capital Management
Missouri
$585K +$775K +7,196 New
CAL
270
Capital Advisors Ltd
Ohio
$575K +$7.22K +67 +1%
PIMG
271
Patriot Investment Management Group
Tennessee
$559K -$645K -5,989 -47%
CAC
272
Certified Advisory Corp
Florida
$549K +$195K +1,814 +37%
BIM
273
Baldwin Investment Management
Pennsylvania
$545K +$1.61K +15 +0.2%
HCIA
274
Hochman Cole Investment Advisors
Illinois
$541K – – –
CHA
275
Carmichael Hill & Associates
Maryland
$540K +$754 +7 +0.1%
9 10
11
12 13