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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
551
Courier Capital
New York
$589K -$170K -1,263 -24%
EFL
552
ERn Financial LLC
Wisconsin
$588K -$134 -1 -0%
ODIJL
553
One Day In July LLC
Vermont
$587K -$2.15K -16 -0.4%
FIBT
554
First International Bank & Trust
North Dakota
$587K – – –
PP
555
Pegasus Partners
Wisconsin
$585K – – –
RA
556
RFG Advisory
Alabama
$583K -$841K -6,258 -61%
FFL
557
Financial Freedom LLC
Ohio
$580K +$2.69K +20 +0.5%
DT
558
Diversified Trust
Tennessee
$579K +$4.57K +34 +0.9%
GPA
559
Garrison Point Advisors
California
$574K – – –
FFN
560
Focus Financial Network
Minnesota
$572K -$621K -4,626 -54%
YWS
561
Yarger Wealth Strategies
Ohio
$572K +$4.03K +30 +0.8%
EPP
562
ETF Portfolio Partners
Kansas
$570K +$806 +6 +0.2%
TCWA
563
Turtle Creek Wealth Advisors
Texas
$569K +$527K +3,921 New
AMM
564
American Money Management
California
$559K -$109K -814 -17%
CFGA
565
Cambridge Financial Group (Arizona)
Arizona
$554K +$513K +3,818 New
AA
566
Argent Advisors
Louisiana
$552K – – –
NL
567
NWAM LLC
Washington
$546K +$263K +1,960 +109%
KFI
568
Key Financial Inc
Pennsylvania
$538K -$17.6K -131 -3%
CMBA
569
C.M. Bidwell & Associates
Hawaii
$528K – – –
SAM
570
S.A. Mason
Michigan
$527K +$24.3K +181 +5%
LTL
571
Lowery Thomas LLC
California
$527K -$95.4K -710 -16%
ECM
572
Evergreen Capital Management
Washington
$524K -$43.1K -321 -8%
SAM
573
Synergy Asset Management
Washington
$524K -$269 -2 -0.1%
MWM
574
MGB Wealth Management
Texas
$520K +$482K +3,588 New
CIAS
575
Capital Investment Advisory Services
North Carolina
$517K +$23.1K +172 +5%
21 22
23
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