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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
551
R.M. Davis Inc
Maine
$381K +$3.11K +22 +0.8%
MA
552
MCF Advisors
Kentucky
$380K – – –
KA
553
Klingman & Associates
New York
$379K -$8.35K -59 -2%
CCFM
554
Clear Creek Financial Management
Washington
$378K +$413K +2,916 New
PTC
555
Private Trust Company
Ohio
$378K +$413K +2,920 New
TSW
556
Thompson Siegel & Walmsley
Virginia
$377K +$27.2K +192 +7%
EHAM
557
Eagle Harbor Asset Management
Washington
$376K +$6.08K +43 +2%
FCH
558
Freestone Capital Holdings
Washington
$376K +$6.22K +44 +2%
OPS
559
Orion Portfolio Solutions
Nebraska
$372K +$53.5K +378 +15%
BWM
560
BCS Wealth Management
Tennessee
$371K – – –
FPAS
561
Focus Partners Advisor Solutions
Missouri
$365K +$96.1K +679 +32%
RJT
562
Raymond James Trust
Florida
$363K -$3.07M -21,723 -89%
WLPWM
563
Walled Lake Planning & Wealth Management
Illinois
$363K -$7.64K -54 -2%
WB
564
WesBanco Bank
West Virginia
$361K -$29.6K -209 -7%
PB
565
Pinnacle Bancorp
Nebraska
$359K +$392K +2,769 New
ZF
566
Zhang Financial
Michigan
$356K +$3.82K +27 +1%
SCG
567
Sonata Capital Group
Washington
$350K – – –
ECG
568
Edge Capital Group
Georgia
$345K +$377K +2,667 New
BCWM
569
Bartlett & Co Wealth Management
Ohio
$343K +$283 +2 +0.1%
BC
570
Bartlett & Co
Ohio
$343K +$283 +2 +0.1%
GWA
571
GGM Wealth Advisors
Maryland
$340K -$702K -4,965 -66%
BFM
572
Broadview Financial Management
Wisconsin
$339K +$161K +1,137 +77%
SBIA
573
Sheaff Brock Investment Advisors
Indiana
$337K -$4.24K -30 -1%
FW
574
FirstPurpose Wealth
Utah
$337K – – –
LSPW
575
Lake Street Private Wealth
Illinois
$333K +$73.4K +519 +25%
21 22
23
24 25