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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
701
Southland Equity Partners
Missouri
$208K +$205K +1,391 New
TFA
702
Triad Financial Advisors
North Carolina
$208K -$79.1K -538 -28%
TIAM2
703
Tru Independence Asset Management 2
Oregon
$208K +$204K +1,389 New
RIM
704
Reynolds Investment Management
South Carolina
$208K +$205K +1,393 New
AWA
705
Acorn Wealth Advisors
Michigan
$207K -$3.97K -27 -2%
GAB
706
German American Bancorp
Indiana
$207K +$203K +1,382 New
AAS
707
Annex Advisory Services
Wisconsin
$204K +$201K +1,364 New
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$22.1K +150 +12%
CIC
709
Carnegie Investment Counsel
Ohio
$202K +$198K +1,348 New
FCBT
710
First Citizens Bank & Trust
North Carolina
$201K – – –
WFA
711
Wells Financial Advisors
Massachusetts
$201K – – –
AGA
712
Arkos Global Advisors
Texas
$201K +$198K +1,344 New
CWP
713
Concord Wealth Partners
Virginia
$200K -$4.26K -29 -2%
LFA
714
Level Financial Advisors
New York
$178K -$6.76K -46 -4%
MA
715
Montag & Associates
Georgia
$169K – – –
CWM
716
Cedar Wealth Management
California
$168K +$165K +1,125 New
CFD
717
Creative Financial Designs
Indiana
$167K +$152K +1,034 +1,246%
SBL
718
Sargent Bickham Lagudis
Colorado
$162K -$147 -1 -0.1%
CI
719
Cordant Inc
Oregon
$161K -$37.1K -252 -19%
CFFP
720
Center for Financial Planning
Michigan
$149K -$735 -5 -0.5%
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$27.6K +188 +23%
JGIA
722
Jackson Grant Investment Advisers
Connecticut
$148K +$145K +986 New
FPB
723
First PREMIER Bank
South Dakota
$147K +$5K +34 +4%
LB
724
Legacy Bridge
Iowa
$144K – – –
TF
725
TimeScale Financial
Massachusetts
$144K +$588 +4 +0.4%
27 28
29
30 31