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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
401
American Money Management
California
$1.06M -$5K -34 -0.5%
PCA
402
Personal Capital Advisors
California
$1.05M -$76.3K -519 -7%
WA
403
Wambolt & Associates
Colorado
$1.03M +$8.82K +60 +0.9%
DAS
404
Dynamic Advisor Solutions
Arizona
$1.02M -$230K -1,567 -19%
FA
405
FDx Advisors
Illinois
$1.01M -$10K -68 -1%
TDWM
406
Topel & Distasi Wealth Management
California
$1.01M – – –
FANJ
407
Financial Architects (New Jersey)
New Jersey
$996K -$58.7K -399 -6%
MG
408
Mather Group
Illinois
$991K -$1.18K -8 -0.1%
WH
409
Willner & Heller
California
$987K +$8.82K +60 +0.9%
GIA
410
Gladstone Institutional Advisory
Florida
$986K +$318K +2,161 +49%
CFA
411
Cahill Financial Advisors
Minnesota
$976K +$297K +2,019 +45%
AA
412
Ancora Advisors
Ohio
$976K +$473K +3,219 +97%
SS
413
Simplicity Solutions
Minnesota
$972K -$207K -1,409 -18%
IAN
414
Integrated Advisors Network
Texas
$970K -$51.5K -350 -5%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$946K -$20.6K -140 -2%
SFP
416
Strategic Financial Partners
Oregon
$935K -$61.9K -421 -6%
PIA
417
Pinion Investment Advisors
Kansas
$929K +$43.5K +296 +5%
NWM
418
Northwest Wealth Management
Iowa
$928K -$27.8K -189 -3%
SWP
419
Stratos Wealth Partners
Ohio
$925K +$289K +1,963 +47%
FOA
420
Five Oceans Advisors
California
$910K +$7.94K +54 +0.9%
WCA
421
Waypoint Capital Advisors
Minnesota
$908K – – –
SLT
422
St Louis Trust
Missouri
$903K – – –
JIC
423
Johnson Investment Counsel
Ohio
$896K +$10.3K +70 +1%
TCOV
424
Trust Company of Vermont
Vermont
$894K +$31.2K +212 +4%
V
425
Veritable
Delaware
$891K +$98.5K +670 +13%
15 16
17
18 19