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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
551
William Mack & Associates
Michigan
$882K -$43.1K -246 -5%
GIA
552
Gladstone Institutional Advisory
Florida
$880K +$58.1K +332 +7%
SWM
553
Schwallier Wealth Management
Michigan
$876K -$361K -2,060 -30%
MWM
554
MorganRosel Wealth Management
Colorado
$872K +$98.9K +565 +13%
FHA
555
Flagship Harbor Advisors
Massachusetts
$872K +$25.9K +148 +3%
PB
556
Pinnacle Bancorp
Nebraska
$869K -$34.3K -196 -4%
NSIM
557
North Star Investment Management
Illinois
$865K +$3.33K +19 +0.4%
PCIA
558
Prime Capital Investment Advisors
Kansas
$864K -$913K -5,217 -52%
CWM
559
Connecticut Wealth Management
Connecticut
$863K – – –
WIM
560
Wiregrass Investment Management
Georgia
$858K +$846K +4,835 New
BI
561
Berkeley Inc
Idaho
$855K +$350 +2 +0%
GJIA
562
Glass Jacobson Investment Advisors
Maryland
$855K +$8.4K +48 +1%
SFG
563
SNS Financial Group
Minnesota
$849K – – –
WWA
564
Wingate Wealth Advisors
Massachusetts
$847K +$8.93K +51 +1%
SAM
565
Synergy Asset Management
Washington
$846K -$1.58M -9,052 -65%
CA
566
Clearstead Advisors
Ohio
$843K -$22.9K -131 -3%
CD
567
Chapin Davis
Maryland
$835K – – –
FFA
568
Founders Financial Alliance
North Carolina
$833K +$3.67K +21 +0.4%
HP
569
Holistic Planning
Texas
$830K -$74.2K -424 -8%
BCM
570
Becker Capital Management
Oregon
$829K -$22.9K -131 -3%
KCM
571
Kendall Capital Management
Maryland
$820K -$35.7K -204 -4%
CT
572
Colonial Trust
South Carolina
$820K – – –
TBT
573
Texas Bank & Trust
Texas
$814K +$197K +1,128 +33%
MFA
574
McClarren Financial Advisors
Pennsylvania
$812K -$349K -1,995 -48%
CWM
575
Calamos Wealth Management
Illinois
$801K +$57.4K +328 +8%
21 22
23
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