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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
451
R.M. Davis Inc
Maine
$379K – – –
MFW
452
Meristem Family Wealth
Minnesota
$377K – – –
MA
453
Montag & Associates
Georgia
$375K +$211K +1,649 +146%
BCP
454
Berkeley Capital Partners
Georgia
$373K +$354K +2,766 New
5L
455
55I LLC
Massachusetts
$369K +$13.8K +108 +4%
AWM
456
Atticus Wealth Management
Florida
$367K +$3.2K +25 +0.9%
FA
457
FC Advisory
Pennsylvania
$365K +$51.3K +401 +17%
SCG
458
Sonata Capital Group
Washington
$364K – – –
IAN
459
Integrated Advisors Network
Texas
$363K – – –
AAS
460
Avantax Advisory Services
Texas
$362K +$2.43K +19 +0.7%
NAS
461
Nicolet Advisory Services
Wisconsin
$356K +$44.7K +349 +15%
TIA
462
Tiemann Investment Advisors
California
$354K -$231K -1,801 -41%
HIC
463
Holderness Investments Company
North Carolina
$354K +$7.55K +59 +2%
MSAM
464
Moloney Securities Asset Management
Missouri
$351K +$20.5K +160 +7%
S
465
SignatureFD
Georgia
$351K +$161K +1,259 +94%
ZF
466
Zhang Financial
Michigan
$350K -$78.7K -615 -19%
LA
467
Latitude Advisors
Florida
$350K +$318K +2,487 New
UR
468
USCA RIA
Texas
$349K – – –
AWM
469
Altium Wealth Management
New York
$347K +$329K +2,573 New
DY
470
Dowling & Yahnke
California
$344K -$36.9K -288 -10%
HSWM
471
Hubbell Strickland Wealth Management
Louisiana
$339K +$1.28K +10 +0.4%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$336K +$768 +6 +0.2%
CAM
473
Cidel Asset Management
Ontario, Canada
$332K +$316K +2,465 New
PCM
474
Parsons Capital Management
Rhode Island
$330K +$314K +2,450 New
NF
475
Nikulski Financial
Iowa
$328K -$3.2K -25 -1%
17 18
19
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