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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
301
Empirical Finance
Pennsylvania
$2.03M – – –
LFA
302
LGT Financial Advisors
Texas
$2.02M +$2M +14,932 New
TRCT
303
Tower Research Capital (TRC)
New York
$2M -$1.11M -8,271 -36%
RCA
304
Rex Capital Advisors
Rhode Island
$1.99M +$1.25M +9,319 +173%
LL
305
LPWM LLC
Minnesota
$1.98M -$77.7K -579 -4%
CWM
306
Castle Wealth Management
Florida
$1.98M -$191K -1,427 -9%
BAM
307
Beaumont Asset Management
Texas
$1.98M -$2.15K -16 -0.1%
AFS
308
AFG Fiduciary Services
Massachusetts
$1.96M +$785K +5,851 +50%
GVAG
309
Great Valley Advisor Group
Delaware
$1.94M -$15.3K -114 -0.8%
VNA
310
Valley National Advisers
Pennsylvania
$1.93M +$1.49M +11,096 +444%
BEAM
311
Baker Ellis Asset Management
Washington
$1.91M +$1.21M +9,000 +175%
SFG
312
Sterling Financial Group
California
$1.9M +$1.88M +14,020 New
SF
313
Synovus Financial
Georgia
$1.89M -$391K -2,914 -17%
HCP
314
Hexagon Capital Partners
Arkansas
$1.89M -$89.3K -666 -5%
DI
315
DDFG Inc
California
$1.88M +$1.87M +13,932 New
GC
316
Grimes & Company
Massachusetts
$1.87M +$389K +2,903 +27%
SCA
317
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M – – –
IFA
318
Index Fund Advisors
California
$1.86M +$1.03M +7,704 +127%
IWA
319
IVC Wealth Advisors
Pennsylvania
$1.86M +$16.4K +122 +0.9%
MFG
320
MidWestOne Financial Group
Iowa
$1.85M +$312K +2,329 +21%
MFG
321
MTM Financial Group
Pennsylvania
$1.83M – – –
BCIM
322
Bishop & Co Investment Management
Pennsylvania
$1.81M +$33.4K +249 +2%
AIA
323
AIMZ Investment Advisors
California
$1.81M -$39.4K -294 -2%
D
324
Dentgroup
Louisiana
$1.8M -$8.32K -62 -0.5%
PFM
325
Phillips Financial Management
Indiana
$1.78M – – –
11 12
13
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