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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
476
1834 Investment Advisors
Wisconsin
$55K +$4.58K +50 +10%
RG
477
Retirement Group
California
$55K +$52.5K +572 New
VRM
478
Vectors Research Management
New York
$52K – – –
RFA
479
Reilly Financial Advisors
California
$50K – – –
BW
480
Bison Wealth
Georgia
$45K -$37.5K -409 -47%
HDIM
481
Hanson & Doremus Investment Management
Vermont
$42K – – –
BEI
482
Benjamin Edwards Inc
Missouri
$39K +$5.32K +58 +16%
CB
483
Community Bank
New York
$34K – – –
CFN
484
Cordasco Financial Network
Florida
$34K – – –
JCM
485
Jacobi Capital Management
Pennsylvania
$32K -$18.8K -205 -38%
LIA
486
LS Investment Advisors
Michigan
$31K – – –
GEA
487
Glen Eagle Advisors
New Jersey
$30.9K – – –
HFA
488
HC Financial Advisors
California
$30K – – –
RWA
489
Ropes Wealth Advisors
Massachusetts
$30K +$28.3K +309 New
BBA
490
Braun-Bostich & Associates
Pennsylvania
$28K – – –
SFSIG
491
San Francisco Sentry Investment Group
California
$27K – – –
APC
492
Aspire Private Capital
North Carolina
$27K +$25.4K +277 +27,700%
EFSCE
493
Enterprise Financial Services Corp (EFSC)
Missouri
$26K – – –
ACA
494
Aptus Capital Advisors
Alabama
$25K – – –
SFS
495
Sowell Financial Services
Arkansas
$25K +$1.83K +20 +8%
RWM
496
Raffa Wealth Management
District of Columbia
$24.8K – – –
APWM
497
Atlas Private Wealth Management
New York
$22K +$21.6K +235 New
BFIM
498
Beese Fulmer Investment Management
Ohio
$21K +$20K +218 New
WT
499
Washington Trust
Rhode Island
$20K – – –
CL
500
Cabana LLC
Arkansas
$20K +$19.2K +209 New
18 19
20
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