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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
526
Sage Rhino Capital
California
$500K – – –
HIC
527
Holderness Investments Company
North Carolina
$496K +$224K +1,522 +85%
FFG
528
Ford Financial Group
California
$495K -$3.68K -25 -0.7%
WA
529
WP Advisors
California
$492K -$54.9K -373 -10%
GJIC
530
Gamble Jones Investment Counsel
California
$487K +$32.5K +221 +7%
CHJWM
531
Carlton Hofferkamp & Jenks Wealth Management
Texas
$480K – – –
BFA
532
Beacon Financial Advisory
Ohio
$480K +$54.3K +369 +13%
VCM
533
Virtue Capital Management
Tennessee
$479K – – –
CA
534
Calton & Associates
Florida
$478K +$470K +3,197 New
MOS
535
MGO One Seven
Ohio
$476K +$176K +1,197 +60%
YIH
536
Y-Intercept (HK)
Hong Kong
$472K +$268K +1,822 +137%
USCWA
537
U.S. Capital Wealth Advisors
Texas
$468K +$49.3K +335 +12%
WCAMG
538
Woodard & Company Asset Management Group
North Carolina
$466K -$7.5K -51 -2%
MF
539
Meridian Financial
Massachusetts
$466K +$28.2K +192 +7%
BCP
540
Berkeley Capital Partners
Georgia
$465K -$10K -68 -2%
CCM
541
Coldstream Capital Management
Washington
$463K -$152K -1,031 -25%
NB
542
NBT Bank
New York
$461K – – –
HF
543
HRT Financial
New York
$460K -$4.04M -27,442 -90%
AWM
544
Atticus Wealth Management
Florida
$456K +$28.8K +196 +7%
MFW
545
Meristem Family Wealth
Minnesota
$454K – – –
SSI
546
Scott & Selber Inc
Texas
$449K – – –
WB
547
WesBanco Bank
West Virginia
$448K -$27.5K -187 -6%
KA
548
Klingman & Associates
New York
$447K -$39.9K -271 -8%
KWM
549
Kingsview Wealth Management
Oregon
$445K -$10.9K -74 -2%
SCA
550
Snowden Capital Advisors
New York
$445K +$74.3K +505 +20%
20 21
22
23 24