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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
676
Old North State Wealth Management
North Carolina
$448K +$82.8K +491 +22%
RCAG
677
Rehmann Capital Advisory Group
Michigan
$447K -$675 -4 -0.1%
HIGP
678
Hill Investment Group Partners
Missouri
$445K +$464K +2,753 New
SAI
679
Savvy Advisors Inc
New York
$444K +$463K +2,745 New
BI
680
Beckerman Institutional
New Jersey
$444K +$110K +650 +31%
HPC
681
HM Payson & Co
Maine
$442K +$281K +1,667 +157%
SFS
682
Summit Financial Strategies
Ohio
$438K +$206K +1,219 +82%
NP
683
NorthRock Partners
Minnesota
$438K +$6.07K +36 +1%
VPP
684
Vertex Planning Partners
Illinois
$436K +$3.71K +22 +0.8%
CCM
685
Coldstream Capital Management
Washington
$436K -$16.5K -98 -4%
TW
686
Traveka Wealth
California
$436K – – –
ESB
687
Essex Savings Bank
Connecticut
$436K – – –
GIM
688
Goelzer Investment Management
Indiana
$430K +$46.6K +276 +12%
UAG
689
United Advisor Group
Ohio
$425K -$210K -1,247 -32%
PTC
690
Private Trust Company
Ohio
$421K +$48.1K +285 +12%
FB
691
Fulton Bank
Pennsylvania
$421K +$34.1K +202 +8%
PL
692
Plancorp LLC
Missouri
$421K -$16K -95 -4%
NB
693
Northwest Bancshares
Pennsylvania
$418K -$5.4K -32 -1%
QCIG
694
Quad-Cities Investment Group
Iowa
$413K -$337 -2 -0.1%
SWM
695
Silverlake Wealth Management
Vermont
$413K -$72.5K -430 -14%
WLPWM
696
Walled Lake Planning & Wealth Management
Illinois
$412K -$6.75K -40 -2%
EPM
697
Elm Partners Management
Pennsylvania
$411K +$9.62K +57 +2%
OA
698
Oxbow Advisors
Texas
$411K -$4.89K -29 -1%
EBA
699
Eagle Bay Advisors
New York
$405K – – –
FWM
700
FSA Wealth Management
Massachusetts
$405K -$9.11K -54 -2%
26 27
28
29 30