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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
551
Rockingstone Advisors
Massachusetts
$731K -$877K -5,200 -53%
SFP
552
Strategic Financial Partners
Oregon
$725K -$68.3K -405 -8%
FA
553
Financial Alternatives
California
$712K – – –
HR
554
Howe & Rusling
New York
$710K -$40.5K -240 -5%
MF
555
Meridian Financial
Massachusetts
$704K +$1.01K +6 +0.1%
BCIM
556
Bishop & Co Investment Management
Pennsylvania
$694K -$14.5K -86 -2%
NA
557
Note Advisors
New York
$690K +$720K +4,267 New
DP
558
DDD Partners
Washington
$684K +$714K +4,231 New
KCM
559
Kennedy Capital Management
Missouri
$682K +$711K +4,214 New
WAM
560
WNY Asset Management
New York
$681K -$18.2K -108 -3%
CP
561
Creekside Partners
California
$677K +$675 +4 +0.1%
NFG
562
Nations Financial Group
Iowa
$673K -$38.6K -229 -5%
DW30
563
Drucker Wealth 3.0
New Jersey
$668K -$8.77K -52 -1%
MFS
564
McNamara Financial Services
Massachusetts
$666K -$36.9K -219 -5%
BB
565
Busey Bank
Illinois
$662K – – –
EFL
566
ERn Financial LLC
Wisconsin
$658K – – –
CWM
567
Calamos Wealth Management
Illinois
$658K – – –
IF
568
Ironwood Financial
Arizona
$658K +$220K +1,304 +47%
CWA
569
Crux Wealth Advisors
California
$658K +$686K +4,065 New
JFGIW
570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K +$268K +1,589 +67%
ODIJL
571
One Day In July LLC
Vermont
$655K – – –
UCFA
572
United Capital Financial Advisors
Texas
$653K -$843 -5 -0.1%
AWA
573
Arete Wealth Advisors
Illinois
$650K -$90.1K -534 -12%
GCM
574
G2 Capital Management
Ohio
$650K – – –
KWA
575
Kingswood Wealth Advisors
California
$642K +$234K +1,390 +54%
21 22
23
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