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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
476
Kovack Advisors
Florida
$727K +$7.33K +55 +1%
AFG
477
AFS Financial Group
Maryland
$719K – – –
SFP
478
Strategic Financial Partners
Oregon
$713K -$35.1K -263 -5%
CHA
479
Carmichael Hill & Associates
Maryland
$713K -$15.9K -119 -2%
NCM
480
Novare Capital Management
North Carolina
$709K – – –
MLA
481
My Legacy Advisors
Oregon
$705K +$12.8K +96 +2%
UFA
482
US Financial Advisors
Massachusetts
$704K +$3.33K +25 +0.5%
AIA
483
Ally Invest Advisors
North Carolina
$704K +$210K +1,577 +45%
LFAS
484
Level Four Advisory Services
Texas
$697K +$671K +5,037 New
JCM
485
Jacobi Capital Management
Pennsylvania
$695K +$1.33K +10 +0.2%
CPRC
486
Consolidated Portfolio Review Corp
New York
$694K -$96.9K -727 -13%
AMM
487
American Money Management
California
$694K -$34.5K -259 -5%
FAT
488
First American Trust
California
$693K +$274K +2,054 +69%
JWA
489
JFS Wealth Advisors
Pennsylvania
$693K +$185K +1,385 +38%
PI
490
PFG Investments
New York
$680K -$4.93K -37 -0.7%
GCM
491
G2 Capital Management
Ohio
$668K – – –
GIA
492
Gladstone Institutional Advisory
Florida
$668K -$13.2K -99 -2%
CWM
493
Collaborative Wealth Management
Florida
$663K -$186K -1,394 -23%
TBWA
494
Three Bridge Wealth Advisors
California
$661K +$19.3K +145 +3%
CAG
495
Csenge Advisory Group
Florida
$657K -$14.3K -107 -2%
CT
496
Colonial Trust
South Carolina
$648K -$26K -195 -4%
SAG
497
SageView Advisory Group
California
$639K -$1.26M -9,434 -67%
BCA
498
Bay Colony Advisors
Massachusetts
$635K -$22.9K -172 -4%
FA
499
Financial Alternatives
California
$634K – – –
1IA
500
1834 Investment Advisors
Wisconsin
$634K -$40.3K -302 -6%
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