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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
301
AFG Fiduciary Services
Massachusetts
$1.83M +$1.79M +12,202 New
CWMGP
302
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.82M -$61.5K -418 -3%
WANY
303
Wealthspire Advisors (New York)
New York
$1.82M +$175K +1,189 +11%
SFG
304
StrategIQ Financial Group
Indiana
$1.8M +$7.65K +52 +0.4%
ATC
305
Argent Trust Co
Tennessee
$1.8M -$22.8K -155 -1%
CAM
306
Cozad Asset Management
Illinois
$1.8M +$1.57M +10,643 +772%
PD
307
Planning Directions
Pennsylvania
$1.79M -$46.5K -316 -3%
C
308
CEDRUS
Colorado
$1.78M +$477K +3,242 +37%
PFA
309
Pathway Financial Advisors
Vermont
$1.76M -$7.35K -50 -0.4%
GBT
310
Grove Bank & Trust
Florida
$1.74M +$109K +744 +7%
TPCW
311
TD Private Client Wealth
New York
$1.73M -$1.21M -8,259 -42%
REMPR
312
Roof Eidam Maycock Peralta (REMP)
California
$1.73M +$100K +680 +6%
PWM
313
Perigon Wealth Management
California
$1.72M +$162K +1,099 +11%
GC
314
Grimes & Company
Massachusetts
$1.72M -$31.9K -217 -2%
PSF
315
Pacific Sun Financial
California
$1.71M +$46.8K +318 +3%
IWM
316
IHT Wealth Management
Illinois
$1.7M -$90.3K -614 -5%
5L
317
55I LLC
Massachusetts
$1.7M +$246K +1,672 +17%
CCA
318
Checchi Capital Advisers
California
$1.69M -$77.5K -527 -4%
LL
319
LPWM LLC
Minnesota
$1.69M +$25.1K +171 +2%
CANC
320
Culbertson A N & Co
Virginia
$1.66M +$94.9K +645 +6%
IA
321
IFP Advisors
Florida
$1.65M +$3.08M +20,972 +283%
WTFG
322
Wells Trecaso Financial Group
Ohio
$1.62M – – –
TCBWMS
323
Texas Capital Bank Wealth Management Services
Texas
$1.62M -$3.24K -22 -0.2%
AWM
324
Aspire Wealth Management
Massachusetts
$1.62M +$8.53K +58 +0.5%
BP
325
Ballentine Partners
Massachusetts
$1.6M -$452K -3,076 -22%
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