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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
351
Parallel Advisors
California
$98K +$7.79K +72 +9%
BTIS
352
BB&T Investment Services
North Carolina
$94K +$216 +2 +0.2%
TFS
353
TrustCore Financial Services
Tennessee
$87K +$84.1K +777 New
IWP
354
Icon Wealth Partners
Texas
$81K +$78.6K +726 New
SIAS
355
Shine Investment Advisory Services
Colorado
$79K – – –
CAL
356
Capital Analysts LLC
Pennsylvania
$68K -$151K -1,397 -70%
MRCM
357
M&R Capital Management
New Jersey
$68K – – –
GWM
358
Geneos Wealth Management
Colorado
$64K +$59.4K +549 +1,771%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$325 +3 +0.6%
BWL
360
Bogart Wealth LLC
Virginia
$56K – – –
GEA
361
Glen Eagle Advisors
New Jersey
$55.8K +$16.8K +155 +45%
FMTCOCP
362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K – – –
EWM
363
Evercore Wealth Management
New York
$51K – – –
CTC
364
Central Trust Company
Missouri
$51K +$49.2K +455 New
VCM
365
Virtue Capital Management
Tennessee
$50K +$48.3K +446 New
HDIM
366
Hanson & Doremus Investment Management
Vermont
$46K – – –
VIA
367
Vantage Investment Advisors
Pennsylvania
$46K +$25.4K +235 +131%
FGC
368
Financial Gravity Companies
Texas
$45K +$41.9K +387 New
CCM
369
Cribstone Capital Management
Maine
$44K +$541 +5 +1%
IF
370
Ironwood Financial
Arizona
$41K – – –
CFN
371
Cordasco Financial Network
Florida
$40K – – –
GI
372
Gradient Investments
Minnesota
$40K +$38.7K +358 New
JCM
373
Jacobi Capital Management
Pennsylvania
$39K -$4.44K -41 -11%
VFA
374
Valeo Financial Advisors
Indiana
$39K – – –
LIA
375
LS Investment Advisors
Michigan
$36K – – –
13 14
15
16 17