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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
326
Insight Advisors
Pennsylvania
$1.42M -$4.38K -31 -0.3%
E
327
Ergoteles
New York
$1.42M +$1.55M +10,961 New
AWA
328
Amplius Wealth Advisors
Pennsylvania
$1.41M -$266K -1,882 -15%
GC
329
Grimes & Company
Massachusetts
$1.4M -$91.1K -644 -6%
TCBWMS
330
Texas Capital Bank Wealth Management Services
Texas
$1.4M – – –
WTFG
331
Wells Trecaso Financial Group
Ohio
$1.39M -$14.1K -100 -0.9%
BP
332
Ballentine Partners
Massachusetts
$1.39M – – –
PFS
333
Prospera Financial Services
Texas
$1.38M -$311K -2,199 -17%
ASN
334
Advisory Services Network
Georgia
$1.38M -$257K -1,816 -15%
ANTB
335
AMG National Trust Bank
Colorado
$1.36M -$10K -71 -0.7%
PCIA
336
Prime Capital Investment Advisors
Kansas
$1.34M +$262K +1,852 +22%
BSW
337
Buckingham Strategic Wealth
Missouri
$1.32M +$53.2K +376 +4%
WIA
338
World Investment Advisors
California
$1.32M -$13M -91,649 -91%
IAN
339
Integrated Advisors Network
Texas
$1.28M +$484K +3,424 +53%
CS
340
Capital Square
Tennessee
$1.27M – – –
NFC
341
Northeast Financial Consultants
Connecticut
$1.27M – – –
AIP
342
Almanack Investment Partners
Pennsylvania
$1.26M – – –
JWCA
343
J.W. Cole Advisors
Florida
$1.26M +$235K +1,659 +21%
FCA
344
FinTrust Capital Advisors
South Carolina
$1.26M +$498K +3,521 +60%
FFN
345
Focus Financial Network
Minnesota
$1.25M +$102K +723 +8%
AIFAIM
346
American Institute for Advanced Investment Management
Arizona
$1.24M +$333K +2,355 +33%
PIMG
347
Patriot Investment Management Group
Tennessee
$1.24M +$583K +4,123 +76%
CC
348
Courier Capital
New York
$1.23M +$54.5K +385 +4%
SWA
349
Stratos Wealth Advisors
Ohio
$1.23M +$60.8K +430 +5%
MECA
350
Miller Equity Capital Advisors
Texas
$1.23M – – –
12 13
14
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