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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
401
Brinker Capital Investments
Pennsylvania
$1.12M +$405K +3,036 +60%
OPS
402
Orion Portfolio Solutions
Nebraska
$1.12M +$405K +3,036 +60%
CPA
403
Cardiff Park Advisors
California
$1.11M +$4.93K +37 +0.5%
WCM
404
Windham Capital Management
Massachusetts
$1.1M – – –
FNBOMD
405
First National Bank of Mount Dora
Florida
$1.1M – – –
SC
406
Savant Capital
Illinois
$1.09M +$290K +2,177 +38%
9WM
407
9258 Wealth Management
Ohio
$1.09M -$96K -720 -8%
WT
408
Whittier Trust
California
$1.08M – – –
B
409
Bridgeworth
Alabama
$1.08M +$61.6K +462 +6%
WA
410
Wambolt & Associates
Colorado
$1.07M -$38.9K -292 -4%
PWM
411
Paulson Wealth Management
Illinois
$1.07M +$1.03M +7,713 New
AIFAIM
412
American Institute for Advanced Investment Management
Arizona
$1.05M +$206K +1,545 +25%
MG
413
Mather Group
Illinois
$1.04M +$141K +1,061 +16%
WI
414
WrapManager Inc
California
$1.04M +$34.7K +260 +4%
TCOV
415
Trust Company of Vermont
Vermont
$1.03M -$65.3K -490 -6%
TPCW
416
TD Private Client Wealth
New York
$1.03M -$255K -1,913 -20%
CAL
417
Capital Advisors Ltd
Ohio
$1.02M – – –
AAS
418
Ameritas Advisory Services
Nebraska
$1.02M -$664K -4,979 -40%
RWP
419
Revolve Wealth Partners
New Jersey
$1.02M -$86.3K -647 -8%
TDWM
420
Topel & Distasi Wealth Management
California
$1.02M – – –
IA
421
IFP Advisors
Florida
$1.02M -$82.4K -618 -8%
CA
422
Continuum Advisory
Idaho
$1.02M +$37.2K +279 +4%
V
423
Veritable
Delaware
$1.01M -$1.47K -11 -0.2%
TC
424
TownSquare Capital
Utah
$1.01M +$150K +1,123 +18%
WTC
425
WhitTier Trust Company
Nevada
$1M – – –
15 16
17
18 19