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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
401
Wellspring Financial Advisors
Ohio
$1.38M -$112K -685 -0.1%
WFAG
402
Wescott Financial Advisory Group
Pennsylvania
$1.38M -$14.7K -90 -1%
MLA
403
My Legacy Advisors
Oregon
$1.35M +$34.5K +211 +3%
PIMG
404
Patriot Investment Management Group
Tennessee
$1.35M – – –
GCM
405
Gibraltar Capital Management
Oklahoma
$1.35M +$1.38M +8,411 New
AIM
406
Acropolis Investment Management
Missouri
$1.35M -$112K -685 -8%
ECAM
407
East Coast Asset Management
Massachusetts
$1.34M +$327 +2 +0%
HAM
408
Hickory Asset Management
Ohio
$1.3M +$4.74K +29 +0.4%
BIM
409
Baldwin Investment Management
Pennsylvania
$1.3M -$10.3K -63 -0.8%
MCM
410
MidAtlantic Capital Management
Virginia
$1.3M +$372K +2,277 +39%
EWM
411
Evergreen Wealth Management
Michigan
$1.29M -$13.4K -82 -1%
JIC
412
Johnson Investment Counsel
Ohio
$1.28M -$65.4K -400 -5%
1IA
413
1834 Investment Advisors
Wisconsin
$1.28M +$3.6K +22 +0.3%
FNBOMD
414
First National Bank of Mount Dora
Florida
$1.28M – – –
AF
415
Advisornet Financial
Minnesota
$1.28M +$60.3K +369 +5%
SF
416
Synovus Financial
Georgia
$1.27M +$14.2K +87 +1%
TC
417
TownSquare Capital
Utah
$1.27M -$114K -700 -8%
CWA
418
CJM Wealth Advisers
Virginia
$1.24M -$55.3K -338 -4%
CWM
419
Congress Wealth Management
Massachusetts
$1.24M +$718K +4,393 +131%
BWM
420
BKM Wealth Management
Wisconsin
$1.24M +$119K +725 +10%
FC
421
Forte Capital
New York
$1.24M -$138K -845 -10%
ZF
422
Zhang Financial
Michigan
$1.22M +$89.4K +547 +8%
PCM
423
Parsons Capital Management
Rhode Island
$1.21M -$19.9K -122 -2%
GHAM
424
Gilman Hill Asset Management
Connecticut
$1.21M +$1.01M +6,175 +463%
D
425
Dentgroup
Louisiana
$1.2M -$23.1K -141 -2%
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17
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