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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
476
St Louis Trust
Missouri
$854K – – –
WMWM
477
Whitaker-Myers Wealth Managers
Ohio
$849K -$5.29K -36 -0.7%
HB
478
Horizon Bancorp
Indiana
$846K +$2.2K +15 +0.3%
HWA
479
Heartwood Wealth Advisors
Virginia
$845K – – –
C
480
CEDRUS
Colorado
$844K -$419K -2,855 -35%
PWM
481
Paulson Wealth Management
Illinois
$836K -$158K -1,076 -17%
UCFA
482
United Capital Financial Advisors
Texas
$828K -$275K -1,873 -26%
SFP
483
Strategic Financial Partners
Oregon
$824K +$18.5K +126 +2%
AWA
484
Aaron Wealth Advisors
Illinois
$823K – – –
LG
485
LAM Group
Oregon
$822K – – –
ORC
486
O'Rourke & Company
Massachusetts
$818K +$295K +2,010 +62%
TBWA
487
Three Bridge Wealth Advisors
California
$813K +$30.8K +210 +4%
FA
488
FC Advisory
Pennsylvania
$812K +$7.34K +50 +1%
GIA
489
Gladstone Institutional Advisory
Florida
$811K -$25.1K -171 -3%
CFG
490
Citizens Financial Group
Rhode Island
$807K +$3.52K +24 +0.5%
RFS
491
Retirement Financial Solutions
Tennessee
$804K +$3.52K +24 +0.5%
KA
492
Kovack Advisors
Florida
$785K +$40.8K +278 +6%
FHA
493
Flagship Harbor Advisors
Massachusetts
$784K -$88.5K -603 -11%
JWA
494
JFS Wealth Advisors
Pennsylvania
$784K – – –
MWM
495
Modern Wealth Management
Kansas
$780K +$735K +5,006 New
BCA
496
Bay Colony Advisors
Massachusetts
$773K +$70.9K +483 +11%
HIC
497
Hartline Investment Corp
Illinois
$773K +$728K +4,956 New
CWM
498
Connecticut Wealth Management
Connecticut
$772K +$42.7K +291 +6%
IA
499
IFP Advisors
Florida
$772K +$74.1K +505 +11%
PWMA
500
Pension & Wealth Management Advisors
Massachusetts
$771K -$88.5K -603 -11%
18 19
20
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