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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
526
Pegasus Partners
Wisconsin
$528K +$44.5K +321 +9%
SG
527
StoneX Group
New York
$526K -$75.8K -547 -12%
EC
528
Estate Counselors
Wisconsin
$521K +$551K +3,980 New
FFL
529
Financial Freedom LLC
Ohio
$521K -$8.03K -58 -1%
DT
530
Diversified Trust
Tennessee
$518K – – –
GPA
531
Garrison Point Advisors
California
$518K – – –
ECM
532
Evergreen Capital Management
Washington
$515K +$41.8K +302 +8%
EPP
533
ETF Portfolio Partners
Kansas
$514K +$2.77K +20 +0.5%
YWS
534
Yarger Wealth Strategies
Ohio
$512K +$2.91K +21 +0.5%
CFG
535
Citizens Financial Group
Rhode Island
$511K +$3.05K +22 +0.6%
MPCL
536
My Personal CFO LLC
Washington
$509K +$45.8K +331 +9%
PFPT
537
Pinnacle Financial Partners (Tennessee)
Tennessee
$507K +$174K +1,256 +48%
OC
538
Oppenheimer & Co
New York
$505K -$911K -6,579 -63%
KFI
539
Key Financial Inc
Pennsylvania
$503K +$4.71K +34 +0.9%
AA
540
Argent Advisors
Louisiana
$499K – – –
BTWM
541
Baker Tilly Wealth Management
Wisconsin
$490K -$7.06K -51 -1%
TSS
542
Two Sigma Securities
New York
$488K +$186K +1,345 +56%
MA
543
Montag & Associates
Georgia
$488K – – –
BW
544
Bison Wealth
Georgia
$486K -$7.48K -54 -1%
NP
545
NorthRock Partners
Minnesota
$483K -$92K -664 -15%
AIC
546
Archer Investment Corporation
Indiana
$483K – – –
CMBA
547
C.M. Bidwell & Associates
Hawaii
$477K – – –
SAM
548
Synergy Asset Management
Washington
$473K +$501K +3,615 New
BFA
549
Beacon Financial Advisory
Ohio
$463K -$15.2K -110 -3%
ZB
550
Zions Bancorporation
Utah
$463K – – –
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