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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
726
Successful Portfolios
Florida
$225K +$224K +1,666 New
LC
727
Lindbrook Capital
California
$223K -$282K -2,100 -56%
KFP
728
KMG Fiduciary Partners
Ohio
$218K +$216K +1,609 New
AMR
729
Asset Management Resources
Massachusetts
$217K +$215K +1,606 New
WIC
730
Woodmont Investment Counsel
Tennessee
$216K +$215K +1,600 New
SWM
731
Silverlake Wealth Management
Vermont
$216K +$215K +1,599 New
GAB
732
German American Bancorp
Indiana
$215K +$213K +1,591 New
CIC
733
Carnegie Investment Counsel
Ohio
$214K +$213K +1,584 New
OSAM
734
O'Shaughnessy Asset Management
Connecticut
$214K – – –
VVP
735
Venture Visionary Partners
Ohio
$213K +$211K +1,574 New
ZIM
736
Zacks Investment Management
Illinois
$213K +$211K +1,573 New
WIM
737
WealthPlan Investment Management
Nebraska
$212K -$14.8K -110 -7%
WP
738
WealthPLAN Partners
Nebraska
$211K +$196K +1,461 New
RT
739
Rockland Trust
Massachusetts
$211K +$209K +1,560 New
CCA
740
Cravens & Co Advisors
Tennessee
$211K +$209K +1,560 New
LWMG
741
Levy Wealth Management Group
Pennsylvania
$210K +$209K +1,556 New
GGS
742
Galvin Gaustad & Stein
Arizona
$210K -$278K -2,070 -57%
SMC
743
Smith, Moore & Co
Missouri
$209K +$208K +1,548 New
CPP
744
Capasso Planning Partners
South Carolina
$209K -$67.5K -503 -25%
PP
745
Patten & Patten
Tennessee
$208K +$206K +1,535 New
CNBT
746
Cornerstone National Bank & Trust
Illinois
$207K -$34.6K -258 -14%
AC
747
Abbrea Capital
California
$206K +$205K +1,526 New
ACM
748
Armbruster Capital Management
New York
$204K -$849K -6,330 -81%
PG
749
Proffitt & Goodson
Tennessee
$202K – – –
WFA
750
WMG Financial Advisors
Tennessee
$202K +$200K +1,492 New
28 29
30
31 32