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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
751
HTG Investment Advisors
Connecticut
$338K – – –
BF
752
Brooklyn FI
New York
$338K +$3.54K +21 +1%
EFG
753
Embree Financial Group
Illinois
$337K +$5.57K +33 +2%
BCG
754
Breakwater Capital Group
New Jersey
$336K -$506 -3 -0.1%
GS
755
GWN Securities
Florida
$335K +$349K +2,071 New
DWT
756
Dorsey & Whitney Trust
South Dakota
$333K – – –
SIC
757
Salem Investment Counselors
North Carolina
$331K – – –
SA
758
Strategic Advisors
New York
$331K +$47.7K +283 +16%
BBHC
759
Brown Brothers Harriman & Co
New York
$330K – – –
BOM
760
Bank of Marin
California
$326K -$3.71K -22 -1%
MAM
761
Mainsail Asset Management
Alabama
$326K +$108K +642 +47%
IC
762
Iconiq Capital
California
$325K +$2.02K +12 +0.6%
WWC
763
Waypoint Wealth Counsel
Georgia
$324K – – –
NWA
764
Navis Wealth Advisors
New York
$324K – – –
AF
765
Amara Financial
California
$322K +$2.02K +12 +0.6%
RIS
766
Richmond Investment Services
Wisconsin
$322K +$336K +1,993 New
CW
767
Curio Wealth
Maryland
$320K +$334K +1,979 New
MWM
768
Mission Wealth Management
California
$320K -$100K -595 -23%
EHAM
769
Eagle Harbor Asset Management
Washington
$319K -$65.8K -390 -16%
MA
770
MCF Advisors
Kentucky
$318K – – –
TA
771
Townsend & Associates
Colorado
$317K – – –
SIG
772
Sargent Investment Group
Maryland
$315K – – –
HWA
773
Heritage Wealth Advisors
Virginia
$315K – – –
WP
774
Wealthspan Partners
Iowa
$315K – – –
LWM
775
LongView Wealth Management
Georgia
$315K +$5.06K +30 +2%
29 30
31
32 33