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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
E
326
Ergoteles
New York
$1.42M +$1.55M +10,961 New
AWA
327
Amplius Wealth Advisors
Pennsylvania
$1.41M -$266K -1,882 -15%
GC
328
Grimes & Company
Massachusetts
$1.4M -$91.1K -644 -6%
TCBWMS
329
Texas Capital Bank Wealth Management Services
Texas
$1.4M – – –
WTFG
330
Wells Trecaso Financial Group
Ohio
$1.39M -$14.1K -100 -0.9%
BP
331
Ballentine Partners
Massachusetts
$1.39M – – –
PFS
332
Prospera Financial Services
Texas
$1.38M -$311K -2,199 -17%
ASN
333
Advisory Services Network
Georgia
$1.38M -$257K -1,816 -15%
ANTB
334
AMG National Trust Bank
Colorado
$1.36M -$10K -71 -0.7%
PCIA
335
Prime Capital Investment Advisors
Kansas
$1.34M +$262K +1,852 +22%
BSW
336
Buckingham Strategic Wealth
Missouri
$1.32M +$53.2K +376 +4%
WIA
337
World Investment Advisors
California
$1.32M -$13M -91,649 -91%
IAN
338
Integrated Advisors Network
Texas
$1.28M +$484K +3,424 +53%
CS
339
Capital Square
Tennessee
$1.27M – – –
NFC
340
Northeast Financial Consultants
Connecticut
$1.27M – – –
AIP
341
Almanack Investment Partners
Pennsylvania
$1.26M – – –
JWCA
342
J.W. Cole Advisors
Florida
$1.26M +$235K +1,659 +21%
FCA
343
FinTrust Capital Advisors
South Carolina
$1.26M +$498K +3,521 +60%
FFN
344
Focus Financial Network
Minnesota
$1.25M +$102K +723 +8%
AIFAIM
345
American Institute for Advanced Investment Management
Arizona
$1.24M +$333K +2,355 +33%
PIMG
346
Patriot Investment Management Group
Tennessee
$1.24M +$583K +4,123 +76%
CC
347
Courier Capital
New York
$1.23M +$54.5K +385 +4%
SWA
348
Stratos Wealth Advisors
Ohio
$1.23M +$60.8K +430 +5%
MECA
349
Miller Equity Capital Advisors
Texas
$1.23M – – –
MA
350
MONECO Advisors
Connecticut
$1.22M -$16.4K -116 -1%
12 13
14
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