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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
676
Y-Intercept (HK)
Hong Kong
$200K +$195K +1,331 New
LFA
677
Level Financial Advisors
New York
$186K +$181K +1,234 New
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$181K -$7.05K -48 -4%
NSIM
679
North Star Investment Management
Illinois
$172K +$20.4K +139 +14%
MA
680
Montag & Associates
Georgia
$170K – – –
SBL
681
Sargent Bickham Lagudis
Colorado
$163K – – –
CFFP
682
Center for Financial Planning
Michigan
$150K -$25.7K -175 -15%
MCC
683
Money Concepts Capital
Florida
$145K +$142K +965 New
LB
684
Legacy Bridge
Iowa
$144K – – –
TF
685
TimeScale Financial
Massachusetts
$144K +$881 +6 +0.6%
CFA
686
Carroll Financial Associates
North Carolina
$143K -$17.8K -121 -11%
FPB
687
First PREMIER Bank
South Dakota
$142K – – –
PFBT
688
Parkside Financial Bank & Trust
Missouri
$140K +$65.5K +446 +92%
FP
689
Financial Perspectives
Minnesota
$139K +$147 +1 +0.1%
CM
690
Cornerstone Management
Georgia
$138K -$194K -1,321 -59%
FFA
691
Founders Financial Alliance
North Carolina
$121K – – –
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K – – –
FAG
693
Fortitude Advisory Group
Washington
$120K +$117K +799 New
SSC
694
Syverson Strege & Co
Iowa
$118K – – –
CCM
695
Covington Capital Management
California
$104K +$3.67K +25 +4%
LFG
696
Larson Financial Group
Missouri
$102K +$17K +116 +21%
MFM
697
MD Financial Management
Ontario, Canada
$101K +$98.2K +669 New
NL
698
NVWM LLC
Pennsylvania
$100K +$27.8K +189 +39%
MPCG
699
Matrix Private Capital Group
New York
$99K – – –
MRCM
700
M&R Capital Management
New Jersey
$92K – – –
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