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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
501
Citizens Financial Group
Rhode Island
$564K +$2.5K +17 +0.5%
LC
502
Lindbrook Capital
California
$561K – – –
DI
503
Disciplined Investments
Oklahoma
$556K +$71.8K +488 +15%
BB
504
Busey Bank
Illinois
$553K – – –
CPFP
505
Clear Perspectives Financial Planning
Ohio
$552K – – –
DCM
506
Donaldson Capital Management
Indiana
$546K -$14.1K -96 -3%
RCA
507
Ranch Capital Advisors
Florida
$544K +$535K +3,635 New
NL
508
NWAM LLC
Washington
$543K -$122K -830 -19%
BRWM
509
B. Riley Wealth Management
Tennessee
$543K +$42.1K +286 +9%
AA
510
Argent Advisors
Louisiana
$534K +$69.1K +470 +15%
FPS
511
Fieldpoint Private Securities
Connecticut
$531K -$83.8K -570 -14%
S
512
SignatureFD
Georgia
$527K +$116K +792 +29%
IWC
513
Integrated Wealth Concepts
Massachusetts
$526K +$14.9K +101 +3%
CMBA
514
C.M. Bidwell & Associates
Hawaii
$526K +$63.5K +432 +14%
TFA
515
TPG Financial Advisors
Oregon
$525K -$1.47K -10 -0.3%
MLA
516
My Legacy Advisors
Oregon
$523K +$514K +3,496 New
SAM
517
S.A. Mason
Michigan
$519K – – –
CIAS
518
Capital Investment Advisory Services
North Carolina
$518K -$47.7K -324 -9%
BTWM
519
Baker Tilly Wealth Management
Wisconsin
$512K – – –
MWM
520
Modera Wealth Management
New Jersey
$510K +$127K +862 +34%
FA
521
FC Advisory
Pennsylvania
$507K +$20K +136 +4%
AAM
522
Autus Asset Management
Arizona
$506K +$497K +3,378 New
IPW
523
Intergy Private Wealth
Colorado
$503K +$162K +1,103 +49%
OCM
524
One Capital Management
California
$501K +$23.7K +161 +5%
SRC
525
Sage Rhino Capital
California
$500K – – –
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