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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
576
Legacy Bridge
Iowa
$136K – – –
SC
577
Sierra Capital
Florida
$136K +$129K +1,008 New
NSIM
578
North Star Investment Management
Illinois
$135K +$6.66K +52 +5%
PAIM
579
Punch & Associates Investment Management
Minnesota
$135K +$128K +1,000 New
CFA
580
Carroll Financial Associates
North Carolina
$134K – – –
CA
581
Clearstead Advisors
Ohio
$133K – – –
JGIA
582
Jackson Grant Investment Advisers
Connecticut
$131K +$512 +4 +0.4%
FPB
583
First PREMIER Bank
South Dakota
$128K – – –
TF
584
TimeScale Financial
Massachusetts
$128K +$512 +4 +0.4%
SFS
585
Sowell Financial Services
Arkansas
$120K +$61.3K +479 +134%
PMFA
586
Plante Moran Financial Advisors
Michigan
$117K -$1.54K -12 -1%
CFFP
587
Center for Financial Planning
Michigan
$116K -$17.7K -138 -14%
FFA
588
Founders Financial Alliance
North Carolina
$113K – – –
FP
589
Financial Perspectives
Minnesota
$109K – – –
SSC
590
Syverson Strege & Co
Iowa
$106K – – –
IFA
591
Interactive Financial Advisors
Illinois
$106K +$52.2K +408 +107%
CT
592
Caldwell Trust
Florida
$105K +$99.9K +780 New
BWM
593
Baystate Wealth Management
Massachusetts
$99K -$11.5K -90 -11%
1IA
594
1834 Investment Advisors
Wisconsin
$99K -$512 -4 -0.5%
MCC
595
Money Concepts Capital
Florida
$95K -$11.4K -89 -11%
CCM
596
Covington Capital Management
California
$94K – – –
FMII
597
Farmers & Merchants Investments Inc
Nebraska
$91K +$11.8K +92 +16%
MPCG
598
Matrix Private Capital Group
New York
$89K – – –
VFA
599
Valeo Financial Advisors
Indiana
$87K -$3.58K -28 -4%
MRCM
600
M&R Capital Management
New Jersey
$82K – – –
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