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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
576
Warner Financial
Maryland
$434K +$132K +952 +42%
BF
577
Brooklyn FI
New York
$433K +$282K +2,035 +235%
SFA
578
Sequoia Financial Advisors
Ohio
$432K +$35.5K +256 +9%
PA
579
PFG Advisors
Arizona
$431K +$52.7K +380 +13%
HIC
580
Holderness Investments Company
North Carolina
$431K – – –
MCC
581
Money Concepts Capital
Florida
$429K +$148K +1,070 +9%
BCP
582
Berkeley Capital Partners
Georgia
$426K +$9.29K +67 +2%
CHJWM
583
Carlton Hofferkamp & Jenks Wealth Management
Texas
$424K +$832 +6 +0.2%
SFC
584
Strategic Financial Concepts
Texas
$423K +$438K +3,158 New
FB
585
First Bancorp
Maine
$422K – – –
PTC
586
Private Trust Company
Ohio
$418K +$832 +6 +0.2%
RJT
587
Raymond James Trust
Florida
$417K -$111K -797 -20%
TFA
588
TPG Financial Advisors
Oregon
$415K -$5.55K -40 -1%
SIC
589
Salem Investment Counselors
North Carolina
$413K -$11.7K -84 -3%
ST
590
Smithfield Trust
Pennsylvania
$413K -$73.7K -531 -15%
LWM
591
Lodestone Wealth Management
Washington
$411K -$1.11K -8 -0.3%
KA
592
Klingman & Associates
New York
$410K -$112K -808 -21%
DT
593
Diversified Trust
Tennessee
$410K -$114K -825 -21%
PIA
594
Pinion Investment Advisors
Kansas
$409K +$26.1K +188 +7%
WMWM
595
Whitaker-Myers Wealth Managers
Ohio
$406K +$109K +787 +35%
LPAM
596
Lodestar Private Asset Management
California
$405K -$25.8K -186 -6%
SSI
597
Scott & Selber Inc
Texas
$402K – – –
AWM
598
Apollon Wealth Management
South Carolina
$400K -$56.6K -408 -12%
GIM
599
Goelzer Investment Management
Indiana
$399K -$28.7K -207 -7%
TFGT
600
TS Financial Group (TSFG)
Illinois
$398K -$31.8K -229 -7%
22 23
24
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