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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
326
Prudential plc
United Kingdom
$529K +$73.7K +640 +17%
SAM
327
SignalPoint Asset Management
Missouri
$525K -$83K -720 -14%
WP
328
WealthSource Partners
California
$514K -$2.07K -18 -0.4%
PL
329
Plancorp LLC
Missouri
$514K +$44.9K +390 +10%
CFFP
330
Center for Financial Planning
Michigan
$509K +$492K +4,269 New
WIA
331
World Investment Advisors
California
$505K -$6.34K -55 -1%
RCA
332
Ranch Capital Advisors
Florida
$502K -$10.8K -94 -2%
AAS
333
Avantax Advisory Services
Texas
$500K +$485K +4,206 New
BFA
334
Beacon Financial Advisory
Ohio
$499K +$483K +4,190 New
KCM
335
Kendall Capital Management
Maryland
$483K +$2.77K +24 +0.6%
WPP
336
Whalerock Point Partners
Rhode Island
$479K -$58.2K -505 -11%
PFPT
337
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K – – –
GPA
338
Garrison Point Advisors
California
$471K – – –
ASN
339
Advisory Services Network
Georgia
$471K +$102K +882 +29%
ODIJL
340
One Day In July LLC
Vermont
$469K – – –
NAS
341
Nicolet Advisory Services
Wisconsin
$459K -$2.59M -22,448 -85%
WLPWM
342
Walled Lake Planning & Wealth Management
Illinois
$453K +$438K +3,801 New
CWM
343
Calamos Wealth Management
Illinois
$451K – – –
CF
344
Centaurus Financial
California
$446K +$32.5K +282 +8%
CMO
345
Covenant Multifamily Offices
Texas
$446K +$91.6K +795 +12%
RFC
346
Regions Financial Corp
Alabama
$434K -$230 -2 -0.1%
SAM
347
S.A. Mason
Michigan
$434K +$419K +3,640 New
BWM
348
BCS Wealth Management
Tennessee
$430K +$416K +3,608 New
TRCT
349
Tower Research Capital (TRC)
New York
$428K +$357K +3,099 +635%
FMWA
350
Forvis Mazars Wealth Advisors
Missouri
$422K – – –
12 13
14
15 16