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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
526
SVB Wealth
Massachusetts
$673K +$391K +2,909 +168%
JPLA
527
Joseph P. Lucia & Associates
New York
$669K -$59.9K -446 -9%
JCM
528
Jacobi Capital Management
Pennsylvania
$667K -$35.7K -266 -5%
SWM
529
SeaCrest Wealth Management
New York
$666K +$5.91K +44 +1%
FA
530
Financial Alternatives
California
$664K -$940 -7 -0.2%
LCWP
531
Legacy Capital Wealth Partners
Arkansas
$656K – – –
CT
532
Colonial Trust
South Carolina
$653K – – –
RWP
533
RWA Wealth Partners
Massachusetts
$651K -$268K -1,995 -31%
1IA
534
1834 Investment Advisors
Wisconsin
$649K -$6.98K -52 -1%
BCA
535
Bay Colony Advisors
Massachusetts
$649K +$35.7K +266 +6%
CWM
536
Collaborative Wealth Management
Florida
$645K -$28.9K -215 -5%
IA
537
IFP Advisors
Florida
$645K -$365K -2,718 -38%
MFS
538
McNamara Financial Services
Massachusetts
$641K +$28.2K +210 +5%
MF
539
Meridian Financial
Massachusetts
$629K +$13.2K +98 +2%
CD
540
Chapin Davis
Maryland
$629K -$1.34K -10 -0.2%
FIA
541
Foundations Investment Advisors
Arizona
$627K -$69.3K -516 -11%
FVWA
542
Foster Victor Wealth Advisors
South Carolina
$626K -$9.4K -70 -2%
CPRC
543
Consolidated Portfolio Review Corp
New York
$623K -$93.9K -699 -14%
PIA
544
Pinion Investment Advisors
Kansas
$618K -$107K -799 -16%
NB
545
NBT Bank
New York
$616K +$119K +884 +26%
FFS
546
Founders Financial Securities
Maryland
$610K +$4.97K +37 +0.9%
GIA
547
GHP Investment Advisors
Colorado
$604K +$192K +1,430 +52%
BB
548
Busey Bank
Illinois
$594K – – –
PFPT
549
Pinnacle Financial Partners (Tennessee)
Tennessee
$590K +$26.2K +195 +5%
CWM
550
Calamos Wealth Management
Illinois
$590K – – –
20 21
22
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