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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
576
Montag & Associates
Georgia
$158K -$210K -1,476 -57%
SBL
577
Sargent Bickham Lagudis
Colorado
$151K – – –
CFA
578
Carroll Financial Associates
North Carolina
$151K +$142 +1 +0.1%
SC
579
Sierra Capital
Florida
$141K – – –
NSIM
580
North Star Investment Management
Illinois
$141K +$284 +2 +0.2%
JGIA
581
Jackson Grant Investment Advisers
Connecticut
$136K +$568 +4 +0.4%
LB
582
Legacy Bridge
Iowa
$134K -$7.1K -50 -5%
TF
583
TimeScale Financial
Massachusetts
$133K +$426 +3 +0.3%
FPB
584
First PREMIER Bank
South Dakota
$132K – – –
AWA
585
Arkadios Wealth Advisors
Georgia
$131K -$32.1K -226 -19%
FP
586
Financial Perspectives
Minnesota
$129K – – –
BU
587
BBVA USA
Alabama
$127K – – –
PMFA
588
Plante Moran Financial Advisors
Michigan
$117K -$5.97K -42 -5%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$1.14K +8 +1%
FFA
590
Founders Financial Alliance
North Carolina
$112K – – –
SSC
591
Syverson Strege & Co
Iowa
$110K – – –
CCM
592
Covington Capital Management
California
$94K -$4.26K -30 -4%
MPCG
593
Matrix Private Capital Group
New York
$92K +$142 +1 +0.2%
MRCM
594
M&R Capital Management
New Jersey
$85K – – –
RG
595
Retirement Group
California
$82K – – –
SCA
596
Stonebridge Capital Advisors
Minnesota
$81K -$69.5K -489 -46%
1IA
597
1834 Investment Advisors
Wisconsin
$80K – – –
CB
598
Community Bank
New York
$80K – – –
BWM
599
BerganKDV Wealth Management
Minnesota
$80K +$14.6K +103 +22%
FCA
600
FinTrust Capital Advisors
South Carolina
$80K +$79.1K +557 +2,932%
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