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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
551
Integrated Advisors Network
Texas
$670K -$649K -3,971 -49%
CCC
552
Compass Capital Corp
Massachusetts
$667K -$117K -714 -14%
CWM
553
Calamos Wealth Management
Illinois
$665K +$12.3K +75 +2%
PWMA
554
Pension & Wealth Management Advisors
Massachusetts
$665K -$90.1K -551 -12%
BB
555
Busey Bank
Illinois
$657K – – –
CWA
556
Crux Wealth Advisors
California
$657K +$4.41K +27 +0.7%
CF
557
Centaurus Financial
California
$654K +$146K +896 +28%
MAM
558
MMA Asset Management
Pennsylvania
$653K +$45K +275 +7%
ODIJL
559
One Day In July LLC
Vermont
$651K +$1.31K +8 +0.2%
PPW
560
Pasadena Private Wealth
California
$650K +$662K +4,047 New
EFL
561
ERn Financial LLC
Wisconsin
$650K -$3.6K -22 -0.5%
UCFA
562
United Capital Financial Advisors
Texas
$647K -$817 -5 -0.1%
HNB
563
Huntington National Bank
Ohio
$645K – – –
NFP
564
Narus Financial Partners
Utah
$644K -$523K -3,200 -44%
CP
565
Creekside Partners
California
$643K -$29.3K -179 -4%
DW30
566
Drucker Wealth 3.0
New Jersey
$643K -$20.4K -125 -3%
NFG
567
Nations Financial Group
Iowa
$637K -$30.9K -189 -5%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$632K +$119K +725 +23%
PI
569
PFG Investments
New York
$630K +$117K +715 +22%
PFPT
570
Pinnacle Financial Partners (Tennessee)
Tennessee
$628K – – –
TPCW
571
TD Private Client Wealth
New York
$627K -$129K -786 -17%
IAG
572
Investmark Advisory Group
Connecticut
$625K – – –
CWM
573
Collaborative Wealth Management
Florida
$624K – – –
NL
574
NWAM LLC
Washington
$620K -$327 -2 -0.1%
TSW
575
Thompson Siegel & Walmsley
Virginia
$617K -$613K -3,751 -49%
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