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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
576
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$434K – – –
WF
577
Warner Financial
Maryland
$434K +$132K +952 +42%
BF
578
Brooklyn FI
New York
$433K +$282K +2,035 +235%
SFA
579
Sequoia Financial Advisors
Ohio
$432K +$35.5K +256 +9%
PA
580
PFG Advisors
Arizona
$431K +$52.7K +380 +13%
HIC
581
Holderness Investments Company
North Carolina
$431K – – –
MCC
582
Money Concepts Capital
Florida
$429K +$148K +1,070 +9%
BCP
583
Berkeley Capital Partners
Georgia
$426K +$9.29K +67 +2%
CHJWM
584
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K +$832 +6 +0.2%
SFC
585
Strategic Financial Concepts
Texas
$423K +$438K +3,158 New
FB
586
First Bancorp
Maine
$422K – – –
PTC
587
Private Trust Company
Ohio
$418K +$832 +6 +0.2%
RJT
588
Raymond James Trust
Florida
$417K -$111K -797 -20%
TFA
589
TPG Financial Advisors
Oregon
$415K -$5.55K -40 -1%
SIC
590
Salem Investment Counselors
North Carolina
$413K -$11.7K -84 -3%
ST
591
Smithfield Trust
Pennsylvania
$413K -$73.7K -531 -15%
LWM
592
Lodestone Wealth Management
Washington
$411K -$1.11K -8 -0.3%
KA
593
Klingman & Associates
New York
$410K -$112K -808 -21%
DT
594
Diversified Trust
Tennessee
$410K -$114K -825 -21%
PIA
595
Pinion Investment Advisors
Kansas
$409K +$26.1K +188 +7%
WMWM
596
Whitaker-Myers Wealth Managers
Ohio
$406K +$109K +787 +35%
LPAM
597
Lodestar Private Asset Management
California
$405K -$25.8K -186 -6%
SSI
598
Scott & Selber Inc
Texas
$402K – – –
AWM
599
Apollon Wealth Management
South Carolina
$400K -$56.6K -408 -12%
GIM
600
Goelzer Investment Management
Indiana
$399K -$28.7K -207 -7%
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