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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
501
GHP Investment Advisors
Colorado
$860K -$7.68K -47 -0.9%
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$859K – – –
CFG
503
Citizens Financial Group
Rhode Island
$858K +$5.72K +35 +0.7%
IF
504
Ironwood Financial
Arizona
$855K +$206K +1,259 +31%
FNBT
505
FineMark National Bank & Trust
Florida
$851K -$35.5K -217 -4%
JWA
506
JFS Wealth Advisors
Pennsylvania
$851K +$46.9K +287 +6%
CFGA
507
Cambridge Financial Group (Arizona)
Arizona
$847K +$6.21K +38 +0.7%
RFS
508
Retirement Financial Solutions
Tennessee
$847K +$5.72K +35 +0.7%
LG
509
LAM Group
Oregon
$847K – – –
CCB
510
Country Club Bank
Missouri
$846K – – –
BI
511
Berkeley Inc
Idaho
$840K -$110K -675 -11%
CG
512
Caprock Group
Idaho
$831K -$272K -1,661 -24%
GIA
513
Gladstone Institutional Advisory
Florida
$831K -$16.8K -103 -2%
EFS
514
Essex Financial Services
Connecticut
$830K -$490 -3 -0.1%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$829K +$71.3K +436 +9%
BCIM
516
Bishop & Co Investment Management
Pennsylvania
$826K +$140K +856 +20%
PB
517
Pinnacle Bancorp
Nebraska
$821K +$34K +208 +4%
NFW
518
Noble Family Wealth
Florida
$815K -$64.7K -396 -7%
NSIM
519
North Star Investment Management
Illinois
$813K +$2.29K +14 +0.3%
AWA
520
Aaron Wealth Advisors
Illinois
$812K -$39.2K -240 -5%
CPRC
521
Consolidated Portfolio Review Corp
New York
$794K +$34K +208 +4%
SCM
522
Spreng Capital Management
Ohio
$788K +$27.8K +170 +4%
FFA
523
Founders Financial Alliance
North Carolina
$787K +$38.6K +236 +5%
CWM
524
Connecticut Wealth Management
Connecticut
$781K +$796K +4,866 New
BCA
525
Bay Colony Advisors
Massachusetts
$781K -$32.9K -201 -4%
19 20
21
22 23