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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
551
Cerity Partners
New York
– -$3.59M -30,101 Closed
PAS
552
Park Avenue Securities
New York
– -$3.52M -29,533 Closed
LC
553
Lubar & Co
Wisconsin
– -$3.14M -26,360 Closed
MWM
554
MorganRosel Wealth Management
Colorado
– -$2.25M -18,893 Closed
PD
555
Planning Directions
Pennsylvania
– -$1.68M -14,061 Closed
AI
556
Atria Investments
North Carolina
– -$1.61M -13,476 Closed
CPO
557
Cerity Partners OCIO
New York
– -$1.58M -13,207 Closed
LHC
558
Little House Capital
Massachusetts
– -$1.31M -11,032 Closed
AIA
559
Angeles Investment Advisors
California
– -$1.3M -10,895 Closed
MWM
560
Merriman Wealth Management
Washington
– -$1.25M -10,466 Closed
KWMG
561
King Wealth Management Group
Florida
– -$1.14M -9,583 Closed
Renaissance Technologies
562
Renaissance Technologies
New York
– -$1.12M -9,400 Closed
AA
563
ALPS Advisors
Colorado
– -$1.08M -9,099 Closed
Citadel Advisors
564
Citadel Advisors
Florida
– -$1.02M -8,547 Closed
IAA
565
Independent Advisor Alliance
North Carolina
– -$994K -8,343 Closed
TI
566
Truepoint Inc
Ohio
– -$993K -8,335 Closed
CSPIA
567
Cary Street Partners Investment Advisory
Virginia
– -$907K -7,610 Closed
CMO
568
Covenant Multifamily Offices
Texas
– -$446K -7,573 Closed
FLA
569
Financial Life Advisors
Texas
– -$877K -7,355 Closed
HI
570
Human Investing
Oregon
– -$776K -6,512 Closed
JWCA
571
J.W. Cole Advisors
Florida
– -$738K -6,189 Closed
MWP
572
MYCIO Wealth Partners
Pennsylvania
– -$635K -5,331 Closed
GVAG
573
Great Valley Advisor Group
Delaware
– -$538K -4,518 Closed
PAIM
574
Punch & Associates Investment Management
Minnesota
– -$530K -4,448 Closed
WP
575
WealthSource Partners
California
– -$514K -4,310 Closed
21 22
23
24 25