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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
C
351
CEDRUS
Colorado
$1.58M -$36.2K -270 -2%
CFSG
352
Clark Financial Services Group
Missouri
$1.54M +$1.52M +11,367 New
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$1.54M -$438K -3,262 -22%
EWM
354
Evergreen Wealth Management
Michigan
$1.53M +$1.4M +10,473 New
REMPR
355
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$14.1K -105 -0.9%
AA
356
Advisory Alpha
Michigan
$1.52M +$17.8K +133 +1%
AWM
357
Aspire Wealth Management
Massachusetts
$1.51M +$14.1K +105 +0.9%
CANC
358
Culbertson A N & Co
Virginia
$1.5M -$10.7K -80 -0.7%
WTFG
359
Wells Trecaso Financial Group
Ohio
$1.5M -$23.6K -176 -2%
GWM
360
Geneos Wealth Management
Colorado
$1.49M +$1.21M +9,005 +447%
SAG
361
SageView Advisory Group
California
$1.49M +$1.47M +10,987 New
PSF
362
Pacific Sun Financial
California
$1.47M -$41.6K -310 -3%
PIMG
363
Patriot Investment Management Group
Tennessee
$1.47M -$268 -2 -0%
IWM
364
IHT Wealth Management
Illinois
$1.47M -$83.2K -620 -5%
TCBWMS
365
Texas Capital Bank Wealth Management Services
Texas
$1.46M – – –
BP
366
Ballentine Partners
Massachusetts
$1.45M – – –
IA
367
IFP Advisors
Florida
$1.44M -$497K -3,707 -13%
EBA
368
Eagle Bay Advisors
New York
$1.42M +$687K +5,120 +95%
BSW
369
Buckingham Strategic Wealth
Missouri
$1.41M -$105K -781 -7%
CWM
370
Cadence Wealth Management
Massachusetts
$1.4M +$391K +2,916 +39%
IA
371
Insight Advisors
Pennsylvania
$1.39M -$5.1K -38 -0.4%
GBT
372
Grove Bank & Trust
Florida
$1.39M -$206K -1,539 -13%
CWMGP
373
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.36M -$80.5K -600 -6%
CS
374
Capital Square
Tennessee
$1.35M +$2.68K +20 +0.2%
SWA
375
Stratos Wealth Advisors
Ohio
$1.35M -$25.8K -192 -2%
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15
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