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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
Montag & Associates
Georgia
$170K – – –
SBL
677
Sargent Bickham Lagudis
Colorado
$163K – – –
CFFP
678
Center for Financial Planning
Michigan
$150K -$25.7K -175 -15%
MCC
679
Money Concepts Capital
Florida
$145K +$142K +965 New
LB
680
Legacy Bridge
Iowa
$144K – – –
TF
681
TimeScale Financial
Massachusetts
$144K +$881 +6 +0.6%
CFA
682
Carroll Financial Associates
North Carolina
$143K -$17.8K -121 -11%
FPB
683
First PREMIER Bank
South Dakota
$142K – – –
PFBT
684
Parkside Financial Bank & Trust
Missouri
$140K +$65.5K +446 +92%
FP
685
Financial Perspectives
Minnesota
$139K +$147 +1 +0.1%
CM
686
Cornerstone Management
Georgia
$138K -$194K -1,321 -59%
FFA
687
Founders Financial Alliance
North Carolina
$121K – – –
JFGIW
688
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K – – –
FAG
689
Fortitude Advisory Group
Washington
$120K +$117K +799 New
SSC
690
Syverson Strege & Co
Iowa
$118K – – –
CCM
691
Covington Capital Management
California
$104K +$3.67K +25 +4%
LFG
692
Larson Financial Group
Missouri
$102K +$17K +116 +21%
MFM
693
MD Financial Management
Ontario, Canada
$101K +$98.2K +669 New
NL
694
NVWM LLC
Pennsylvania
$100K +$27.8K +189 +39%
MPCG
695
Matrix Private Capital Group
New York
$99K – – –
MRCM
696
M&R Capital Management
New Jersey
$92K – – –
RG
697
Retirement Group
California
$88K – – –
CB
698
Community Bank
New York
$87K – – –
SCA
699
Stonebridge Capital Advisors
Minnesota
$87K +$147 +1 +0.2%
BWM
700
BerganKDV Wealth Management
Minnesota
$86K – – –
26 27
28
29 30