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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
401
Heritage Trust
Oklahoma
$87K – – –
JGIA
402
Jackson Grant Investment Advisers
Connecticut
$87K +$1.47K +14 +2%
KCM
403
Karp Capital Management
California
$86K -$3.25M -30,949 -97%
TWA
404
TCI Wealth Advisors
Arizona
$84K -$32.7K -311 -26%
1IA
405
1834 Investment Advisors
Wisconsin
$80K -$104K -990 -54%
CCM
406
Covington Capital Management
California
$76K -$5.25K -50 -6%
PB
407
Pinnacle Bancorp
Nebraska
$75K +$82.9K +790 New
GWM
408
Geneos Wealth Management
Colorado
$72K +$11.3K +108 +17%
CMBA
409
C.M. Bidwell & Associates
Hawaii
$71K -$217K -2,063 -73%
PCIA
410
Prime Capital Investment Advisors
Kansas
$68K +$75.3K +717 New
ADL
411
Asset Dedication LLC
California
$67K +$15K +143 +26%
SFSIG
412
San Francisco Sentry Investment Group
California
$64K +$5.04K +48 +8%
SIAS
413
Shine Investment Advisory Services
Colorado
$62K -$3.88K -37 -5%
RTC
414
Riverview Trust Company
Washington
$62K +$68.6K +653 New
SSB
415
Sandy Spring Bank
Maryland
$58K -$6.82K -65 -10%
MRCM
416
M&R Capital Management
New Jersey
$58K – – –
PFGIA
417
Patriot Financial Group Insurance Agency
Massachusetts
$56K – – –
FPS
418
Fieldpoint Private Securities
Connecticut
$55K +$60.9K +580 New
MOS
419
MGO One Seven
Ohio
$53K +$60.1K +572 New
PMFA
420
Plante Moran Financial Advisors
Michigan
$52K +$57.7K +550 New
PG
421
Patten Group
Tennessee
$51K -$46.1K -439 -45%
CDIA
422
Capital Directions Investment Advisors
Georgia
$50K -$127K -1,205 -70%
BOPW
423
Brandywine Oak Private Wealth
Pennsylvania
$46K +$50.8K +484 New
FMTCOCP
424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
PCA
425
Providence Capital Advisors
North Carolina
$45K +$4.62K +44 +10%
15 16
17
18 19