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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$74K – – –
PCIA
427
Prime Capital Investment Advisors
Kansas
$73K +$71.8K +656 New
SIAS
428
Shine Investment Advisory Services
Colorado
$72K – – –
BCA
429
Berman Capital Advisors
Georgia
$72K +$71.2K +650 New
SSB
430
Sandy Spring Bank
Maryland
$69K +$1.21K +11 +2%
MRCM
431
M&R Capital Management
New Jersey
$68K – – –
CFD
432
Creative Financial Designs
Indiana
$62K +$3.5K +32 +6%
FCA
433
FinTrust Capital Advisors
South Carolina
$54K +$2.08K +19 +4%
SFSIG
434
San Francisco Sentry Investment Group
California
$53K – – –
DWM
435
Doyle Wealth Management
Florida
$53K +$52.2K +477 New
BWM
436
BerganKDV Wealth Management
Minnesota
$49K – – –
CCM
437
Cribstone Capital Management
Maine
$49K +$876 +8 +2%
HDIM
438
Hanson & Doremus Investment Management
Vermont
$49K +$2.96K +27 +7%
CWA
439
Clarus Wealth Advisors
Arizona
$49K +$21K +192 +77%
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$986 -9 -2%
IF
441
Ironwood Financial
Arizona
$41K – – –
CFN
442
Cordasco Financial Network
Florida
$40K – – –
CB
443
Community Bank
New York
$39K – – –
GEA
444
Glen Eagle Advisors
New Jersey
$38.4K – – –
LIA
445
LS Investment Advisors
Michigan
$36K – – –
TCM
446
TD Capital Management
Tennessee
$36K +$219 +2 +0.6%
HWM
447
Holloway Wealth Management
Florida
$34K – – –
RFA
448
Reilly Financial Advisors
California
$33K +$25.2K +230 +329%
EWM
449
Executive Wealth Management
Michigan
$32K -$8.21K -75 -21%
BBA
450
Braun-Bostich & Associates
Pennsylvania
$32K – – –
16 17
18
19 20