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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
501
Woodard & Company Asset Management Group
North Carolina
$476K -$14.1K -96 -3%
PPA
502
Parametric Portfolio Associates
Washington
$470K +$9.1K +62 +2%
AA
503
Argent Advisors
Louisiana
$466K – – –
FCA
504
FinTrust Capital Advisors
South Carolina
$466K +$371K +2,525 +438%
CMBA
505
C.M. Bidwell & Associates
Hawaii
$464K -$172K -1,174 -28%
CHJWM
506
Carlton Hofferkamp & Jenks Wealth Management
Texas
$463K – – –
NB
507
NBT Bank
New York
$463K – – –
KWM
508
Kingsview Wealth Management
Oregon
$458K +$62K +422 +16%
MFW
509
Meristem Family Wealth
Minnesota
$456K – – –
GJIC
510
Gamble Jones Investment Counsel
California
$456K +$7.93K +54 +2%
SSI
511
Scott & Selber Inc
Texas
$451K – – –
TC
512
TownSquare Capital
Utah
$448K +$437K +2,979 New
BWM
513
BCS Wealth Management
Tennessee
$446K – – –
MFG
514
Merit Financial Group
Georgia
$446K +$22.2K +151 +5%
VCA
515
Verdence Capital Advisors
Maryland
$443K -$1.32K -9 -0.3%
JSW
516
Journey Strategic Wealth
New Jersey
$443K +$433K +2,948 New
FCH
517
Freestone Capital Holdings
Washington
$442K – – –
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$442K +$15K +102 +4%
MF
519
Meridian Financial
Massachusetts
$439K +$429K +2,921 New
BFO
520
Biltmore Family Office
North Carolina
$436K – – –
RJT
521
Raymond James Trust
Florida
$434K -$21.1K -144 -5%
NB
522
Nicolet Bankshares
Wisconsin
$434K +$3.08K +21 +0.7%
NAMP
523
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$431K – – –
WLPWM
524
Walled Lake Planning & Wealth Management
Illinois
$429K +$1.32K +9 +0.3%
AWM
525
Atticus Wealth Management
Florida
$429K +$15.9K +108 +4%
19 20
21
22 23