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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Courier Capital
New York
$1.36M +$53.7K +365 +4%
SWA
352
Stratos Wealth Advisors
Ohio
$1.36M -$5.89M -40,032 -82%
EWM
353
Empirical Wealth Management
Washington
$1.36M -$197K -1,340 -13%
HCM
354
Howland Capital Management
Massachusetts
$1.35M – – –
BWA
355
BDO Wealth Advisors
Florida
$1.35M +$3.24K +22 +0.2%
FFN
356
Focus Financial Network
Minnesota
$1.33M +$1.31M +8,906 New
CWM
357
Cornerstone Wealth Management
Missouri
$1.33M -$328K -2,229 -20%
BCIM
358
Bishop & Co Investment Management
Pennsylvania
$1.33M -$20.3K -138 -2%
MIS
359
Morningstar Investment Services
Illinois
$1.32M -$1.67M -11,389 -57%
CPA
360
Cardiff Park Advisors
California
$1.31M – – –
MFG
361
MidWestOne Financial Group
Iowa
$1.29M -$74K -503 -6%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.27M – – –
RIM
363
Rockbridge Investment Management
New York
$1.27M +$138K +937 +13%
SHFA
364
SC&H Financial Advisors
Maryland
$1.26M +$4.85K +33 +0.4%
ECAM
365
East Coast Asset Management
Massachusetts
$1.25M -$10.3K -70 -0.8%
BS
366
Boenning & Scattergood
Pennsylvania
$1.25M +$323K +2,198 +36%
TPA
367
Trivium Point Advisory
Connecticut
$1.24M +$248K +1,686 +25%
ACM
368
Armbruster Capital Management
New York
$1.22M -$10.7K -73 -0.9%
WT
369
Whittier Trust
California
$1.22M -$115K -784 -9%
JWCA
370
J.W. Cole Advisors
Florida
$1.21M +$480K +3,262 +68%
AWM
371
Axxcess Wealth Management
California
$1.21M +$296K +2,010 +33%
AAS
372
Avantax Advisory Services
Texas
$1.2M +$301K +2,047 +34%
CWA
373
CJM Wealth Advisers
Virginia
$1.2M +$321K +2,182 +37%
VWA
374
Visionary Wealth Advisors
Illinois
$1.2M -$4.1M -27,878 -78%
WI
375
WrapManager Inc
California
$1.2M -$10.1K -69 -0.9%
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