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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$357K – – –
CAMG
702
CWA Asset Management Group
Florida
$356K +$338K +2,125 New
WPP
703
Whalerock Point Partners
Rhode Island
$352K – – –
VF
704
VitalStone Financial
Texas
$351K – – –
BI
705
Beckerman Institutional
New Jersey
$351K +$333K +2,094 New
HIA
706
HTG Investment Advisors
Connecticut
$350K – – –
BCG
707
Breakwater Capital Group
New Jersey
$349K +$636 +4 +0.2%
RFS
708
Richardson Financial Services
Massachusetts
$347K – – –
TSS
709
Two Sigma Securities
New York
$347K -$261K -1,639 -44%
BF
710
Brooklyn FI
New York
$346K – – –
DWT
711
Dorsey & Whitney Trust
South Dakota
$345K – – –
EFG
712
Embree Financial Group
Illinois
$344K +$2.7K +17 +0.8%
SIC
713
Salem Investment Counselors
North Carolina
$343K -$31.8K -200 -9%
BBHC
714
Brown Brothers Harriman & Co
New York
$342K -$1.27K -8 -0.4%
BOM
715
Bank of Marin
California
$341K +$26.9K +169 +9%
MCCP
716
Mission Creek Capital Partners
California
$341K +$22.3K +140 +7%
FDCP
717
Foster Dykema Cabot & Partners
Massachusetts
$337K +$319K +2,009 New
WWC
718
Waypoint Wealth Counsel
Georgia
$336K – – –
NWA
719
Navis Wealth Advisors
New York
$335K – – –
IC
720
Iconiq Capital
California
$335K +$3.34K +21 +1%
VA
721
Valmark Advisers
Ohio
$334K +$2.07K +13 +0.7%
AF
722
Amara Financial
California
$332K +$315K +1,981 New
MA
723
MCF Advisors
Kentucky
$330K – – –
HWP
724
Hibernia Wealth Partners
Louisiana
$330K +$313K +1,967 New
ATI
725
ARK & TLK Investments
Oklahoma
$330K – – –
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