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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
476
Whalerock Point Partners
Rhode Island
$249K +$210K +1,873 +836%
SAM
477
Seelaus Asset Management
New Jersey
$248K +$233K +2,083 New
SA
478
Strategic Advisors
New York
$246K +$896 +8 +0.4%
PCMC
479
Private Capital Management (Colorado)
Colorado
$246K +$233K +2,080 New
MCM
480
Maryland Capital Management
Maryland
$245K +$3.7K +33 +2%
TNB
481
TCF National Bank
South Dakota
$244K -$10.6K -95 -4%
MFG
482
Magnus Financial Group
New York
$239K +$225K +2,008 New
NWA
483
Navis Wealth Advisors
New York
$238K +$224K +2,000 New
GRP
484
Global Retirement Partners
California
$233K +$7.17K +64 +3%
EAM
485
Evanson Asset Management
California
$233K +$219K +1,958 New
BBA
486
BLB&B Advisors
Pennsylvania
$230K +$217K +1,933 New
HWA
487
Heritage Wealth Advisors
Virginia
$229K – – –
CFGS
488
Concourse Financial Group Securities
Alabama
$227K +$30.8K +275 +17%
CAMG
489
CWA Asset Management Group
Florida
$227K +$213K +1,905 New
BFO
490
Biltmore Family Office
North Carolina
$226K – – –
JCIA
491
Jackson Creek Investment Advisors
Colorado
$225K +$212K +1,892 New
GVAG
492
Great Valley Advisor Group
Delaware
$222K +$209K +1,862 New
PIA
493
Pinion Investment Advisors
Kansas
$219K -$50.9K -454 -20%
EVC
494
Eidelman Virant Capital
Missouri
$219K +$207K +1,845 New
YWP
495
YorkBridge Wealth Partners
New York
$217K +$205K +1,827 New
BWM
496
Benchmark Wealth Management
Connecticut
$216K -$31.7K -283 -14%
MA
497
MCF Advisors
Kentucky
$216K – – –
FNT
498
First National Trust
Pennsylvania
$213K +$201K +1,794 New
LWMG
499
Levy Wealth Management Group
Pennsylvania
$211K +$198K +1,771 New
SAM
500
Silvercrest Asset Management
New York
$211K +$199K +1,774 New
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