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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
551
Strategic Financial Partners
Oregon
$725K -$68.3K -405 -8%
FA
552
Financial Alternatives
California
$712K – – –
HR
553
Howe & Rusling
New York
$710K -$40.5K -240 -5%
MF
554
Meridian Financial
Massachusetts
$704K +$1.01K +6 +0.1%
BCIM
555
Bishop & Co Investment Management
Pennsylvania
$694K -$14.5K -86 -2%
NA
556
Note Advisors
New York
$690K +$720K +4,267 New
DP
557
DDD Partners
Washington
$684K +$714K +4,231 New
KCM
558
Kennedy Capital Management
Missouri
$682K +$711K +4,214 New
WAM
559
WNY Asset Management
New York
$681K -$18.2K -108 -3%
CP
560
Creekside Partners
California
$677K +$675 +4 +0.1%
NFG
561
Nations Financial Group
Iowa
$673K -$38.6K -229 -5%
DW30
562
Drucker Wealth 3.0
New Jersey
$668K -$8.77K -52 -1%
MFS
563
McNamara Financial Services
Massachusetts
$666K -$36.9K -219 -5%
BB
564
Busey Bank
Illinois
$662K – – –
EFL
565
ERn Financial LLC
Wisconsin
$658K – – –
CWM
566
Calamos Wealth Management
Illinois
$658K – – –
IF
567
Ironwood Financial
Arizona
$658K +$220K +1,304 +47%
CWA
568
Crux Wealth Advisors
California
$658K +$686K +4,065 New
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K +$268K +1,589 +67%
ODIJL
570
One Day In July LLC
Vermont
$655K – – –
UCFA
571
United Capital Financial Advisors
Texas
$653K -$843 -5 -0.1%
AWA
572
Arete Wealth Advisors
Illinois
$650K -$90.1K -534 -12%
GCM
573
G2 Capital Management
Ohio
$650K – – –
KWA
574
Kingswood Wealth Advisors
California
$642K +$234K +1,390 +54%
DAS
575
Diversify Advisory Services
Utah
$633K +$178K +1,054 +36%
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