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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
501
FinTrust Capital Advisors
South Carolina
$466K +$371K +2,525 +438%
CMBA
502
C.M. Bidwell & Associates
Hawaii
$464K -$172K -1,174 -28%
CHJWM
503
Carlton Hofferkamp & Jenks Wealth Management
Texas
$463K – – –
NB
504
NBT Bank
New York
$463K – – –
KWM
505
Kingsview Wealth Management
Oregon
$458K +$62K +422 +16%
MFW
506
Meristem Family Wealth
Minnesota
$456K – – –
GJIC
507
Gamble Jones Investment Counsel
California
$456K +$7.93K +54 +2%
SSI
508
Scott & Selber Inc
Texas
$451K – – –
TC
509
TownSquare Capital
Utah
$448K +$437K +2,979 New
BWM
510
BCS Wealth Management
Tennessee
$446K – – –
MFG
511
Merit Financial Group
Georgia
$446K +$22.2K +151 +5%
VCA
512
Verdence Capital Advisors
Maryland
$443K -$1.32K -9 -0.3%
JSW
513
Journey Strategic Wealth
New Jersey
$443K +$433K +2,948 New
FCH
514
Freestone Capital Holdings
Washington
$442K – – –
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$442K +$15K +102 +4%
MF
516
Meridian Financial
Massachusetts
$439K +$429K +2,921 New
BFO
517
Biltmore Family Office
North Carolina
$436K – – –
RJT
518
Raymond James Trust
Florida
$434K -$21.1K -144 -5%
NB
519
Nicolet Bankshares
Wisconsin
$434K +$3.08K +21 +0.7%
NAMP
520
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K – – –
WLPWM
521
Walled Lake Planning & Wealth Management
Illinois
$429K +$1.32K +9 +0.3%
AWM
522
Atticus Wealth Management
Florida
$429K +$15.9K +108 +4%
BFA
523
Beacon Financial Advisory
Ohio
$427K +$147 +1 +0%
RMDI
524
R.M. Davis Inc
Maine
$424K – – –
TSW
525
Thompson Siegel & Walmsley
Virginia
$423K +$13.5K +92 +3%
19 20
21
22 23