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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
526
Pinion Investment Advisors
Kansas
$659K -$4.7K -32 -0.8%
WF
527
Warner Financial
Maryland
$645K +$84.6K +576 +16%
CW
528
CreativeOne Wealth
Kansas
$644K +$303K +2,061 +99%
NB
529
NBT Bank
New York
$641K -$20.6K -140 -3%
BB
530
Busey Bank
Illinois
$638K – – –
CWM
531
Calamos Wealth Management
Illinois
$634K – – –
CC
532
Courier Capital
New York
$634K – – –
AT
533
American Trust
Kentucky
$632K -$482K -3,284 -45%
ODIJL
534
One Day In July LLC
Vermont
$631K -$587 -4 -0.1%
EFL
535
ERn Financial LLC
Wisconsin
$628K -$19.4K -132 -3%
BW
536
Bison Wealth
Georgia
$627K +$68.9K +469 +13%
RJT
537
Raymond James Trust
Florida
$627K +$139K +946 +31%
YWS
538
Yarger Wealth Strategies
Ohio
$626K +$10.3K +70 +2%
P
539
&Partners
Tennessee
$625K +$589K +4,011 New
FIBT
540
First International Bank & Trust
North Dakota
$621K -$9.84K -67 -2%
DT
541
Diversified Trust
Tennessee
$617K -$4.99K -34 -0.9%
GPA
542
Garrison Point Advisors
California
$617K – – –
EPP
543
ETF Portfolio Partners
Kansas
$616K +$2.35K +16 +0.4%
CWM
544
Collaborative Wealth Management
Florida
$615K -$74.1K -505 -11%
FVWA
545
Foster Victor Wealth Advisors
South Carolina
$611K -$39.2K -267 -6%
FFN
546
Focus Financial Network
Minnesota
$610K +$28.9K +197 +5%
IAG
547
Investmark Advisory Group
Connecticut
$610K -$237K -1,613 -29%
CFGA
548
Cambridge Financial Group (Arizona)
Arizona
$605K +$9.1K +62 +2%
HIP
549
HUB Investment Partners
Texas
$605K +$181K +1,234 +47%
HR
550
Howe & Rusling
New York
$601K +$65.6K +447 +13%
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