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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
576
Holderness Investments Company
North Carolina
$434K -$13.6K -101 -3%
VCM
577
Virtue Capital Management
Tennessee
$434K +$537 +4 +0.1%
LPAM
578
Lodestar Private Asset Management
California
$433K +$430K +3,204 New
TFGT
579
TS Financial Group (TSFG)
Illinois
$433K – – –
OCM
580
One Capital Management
California
$432K -$939 -7 -0.2%
GJIC
581
Gamble Jones Investment Counsel
California
$432K -$4.43K -33 -1%
GIM
582
Goelzer Investment Management
Indiana
$430K +$427K +3,183 New
KFI
583
Key Financial Inc
Pennsylvania
$429K – – –
SIC
584
Salem Investment Counselors
North Carolina
$428K +$28.8K +215 +7%
CWA
585
Canvas Wealth Advisors
Kansas
$427K +$411K +3,060 New
FB
586
First Bancorp
Maine
$426K – – –
EHAM
587
Eagle Harbor Asset Management
Washington
$426K -$26.4K -197 -6%
TFA
588
TPG Financial Advisors
Oregon
$424K -$39.3K -293 -9%
SCA
589
Snowden Capital Advisors
New York
$423K -$9.93K -74 -2%
FAT
590
First American Trust
California
$422K -$38.4K -286 -8%
PTC
591
Private Trust Company
Ohio
$421K +$40.9K +305 +11%
BCP
592
Berkeley Capital Partners
Georgia
$421K -$3.22K -24 -0.8%
CD
593
Chapin Davis
Maryland
$417K +$414K +3,084 New
LWM
594
Lodestone Wealth Management
Washington
$416K +$412K +3,073 New
USCWA
595
U.S. Capital Wealth Advisors
Texas
$413K -$20.8K -155 -5%
SSI
596
Scott & Selber Inc
Texas
$406K – – –
SFA
597
Sequoia Financial Advisors
Ohio
$401K +$398K +2,968 New
FPCG
598
Forum Private Client Group
Indiana
$400K – – –
MA
599
MCF Advisors
Kentucky
$397K – – –
RMDI
600
R.M. Davis Inc
Maine
$396K – – –
22 23
24
25 26