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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
526
Polaris Wealth Advisory Group
California
– -$95K -836 Closed
KJWM
527
Kiley Juergens Wealth Management
Washington
– -$66K -592 Closed
TPWA
528
TRUE Private Wealth Advisors
Oregon
– -$65.9K -579 Closed
MCM
529
Mainstay Capital Management
Michigan
– -$52K -463 Closed
KPCM
530
Kings Point Capital Management
New York
– -$39K -345 Closed
IP
531
Intellectus Partners
California
– -$37K -325 Closed
TC
532
Trust Company
Kansas
– -$30K -268 Closed
WF
533
WealthTrust Fairport
Ohio
– -$26K -233 Closed
CFG
534
Citizens Financial Group
Rhode Island
– -$23K -200 Closed
RMAM
535
Raab & Moskowitz Asset Management
New Jersey
– -$14K -132 Closed
OWA
536
One Wealth Advisors
California
– -$13K -118 Closed
JWA
537
JFS Wealth Advisors
Pennsylvania
– -$10K -85 Closed
RCA
538
Rowland Carmichael Advisors
Arizona
– -$9K -84 Closed
QAM
539
QCI Asset Management
New York
– -$9K -83 Closed
AAP
540
Arax Advisory Partners
Colorado
– -$9K -77 Closed
CAG
541
Csenge Advisory Group
Florida
– -$6K -65 Closed
BA
542
Ballew Advisors
Mississippi
– -$5K -50 Closed
WANY
543
Wealthspire Advisors (New York)
New York
– +$315 +3 New
FCAS
544
First Command Advisory Services
Texas
– +$1.16K +11 New
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