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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$124K +$1.55K +11 +1%
CFFP
602
Center for Financial Planning
Michigan
$124K +$2.4K +17 +2%
FFA
603
Founders Financial Alliance
North Carolina
$113K – – –
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K -$188K -1,330 -63%
SSC
605
Syverson Strege & Co
Iowa
$110K – – –
FHC
606
First Horizon Corporation
Tennessee
$100K +$23.9K +169 +31%
CCM
607
Covington Capital Management
California
$98K – – –
MPCG
608
Matrix Private Capital Group
New York
$92K – – –
PFGIA
609
Patriot Financial Group Insurance Agency
Massachusetts
$91K +$79.9K +565 +657%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$90K -$5.09K -36 -5%
MRCM
611
M&R Capital Management
New Jersey
$86K – – –
PMAS
612
PNC Managed Account Solutions
Texas
$83K +$83.4K +590 New
CB
613
Community Bank
New York
$82K – – –
RG
614
Retirement Group
California
$82K +$565 +4 +0.7%
1IA
615
1834 Investment Advisors
Wisconsin
$81K -$22.8K -161 -22%
EBA
616
Eagle Bay Advisors
New York
$76K +$75.5K +534 New
SCA
617
Stonebridge Capital Advisors
Minnesota
$75K – – –
BFG
618
Baron Financial Group
New Jersey
$74K -$10.3K -73 -12%
PFBT
619
Parkside Financial Bank & Trust
Missouri
$73K -$5.23K -37 -7%
BW
620
Bison Wealth
Georgia
$71K -$2.69K -19 -4%
AIA
621
Armor Investment Advisors
North Carolina
$70K +$70K +495 New
BWM
622
BerganKDV Wealth Management
Minnesota
$66K +$3.82K +27 +6%
GI
623
Gradient Investments
Minnesota
$64K -$1.41K -10 -2%
BEI
624
Benjamin Edwards Inc
Missouri
$60K -$17K -120 -22%
TA
625
Tectonic Advisors
Texas
$57K +$57.2K +405 New
23 24
25
26 27