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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
Clark Asset Management
New Hampshire
$338K -$48.8K -287 -13%
CA
777
Clune & Associates
Illinois
$337K +$1.36K +8 +0.4%
LB
778
Legacy Bridge
Iowa
$336K – – –
QCM
779
QRG Capital Management
Illinois
$334K -$221K -1,300 -40%
ITB
780
Idaho Trust Bank
Idaho
$334K – – –
PL
781
Plancorp LLC
Missouri
$333K -$71K -417 -18%
WA
782
Wealthstream Advisors
New York
$331K – – –
LA
783
LWM Advisors
California
$331K +$170 +1 +0.1%
LTL
784
Lowery Thomas LLC
California
$331K +$1.7K +10 +0.5%
SRC
785
Sage Rhino Capital
California
$330K +$1.87K +11 +0.6%
FFM
786
Forum Financial Management
Illinois
$327K +$63.3K +372 +25%
CMMS
787
Comprehensive Money Management Services
Florida
$326K – – –
BAMG
788
Brand Asset Management Group
Missouri
$325K +$316K +1,859 New
CA
789
Calton & Associates
Florida
$324K +$94.8K +557 +43%
TA
790
Townsend & Associates
Colorado
$324K – – –
LIWM
791
Long Island Wealth Management
New York
$324K – – –
TFGT
792
TS Financial Group (TSFG)
Illinois
$323K +$170 +1 +0.1%
TW
793
Towerpoint Wealth
California
$323K -$10.2K -60 -3%
FCH
794
Freestone Capital Holdings
Washington
$322K +$314K +1,846 New
MSWM
795
McGlone Suttner Wealth Management
Wisconsin
$322K +$340 +2 +0.1%
HIA
796
HTG Investment Advisors
Connecticut
$320K -$43K -253 -12%
VA
797
Valmark Advisers
Ohio
$319K +$510 +3 +0.2%
VP
798
Verum Partners
North Carolina
$319K – – –
MPAM
799
Murphy Pohlad Asset Management
Minnesota
$318K +$40.5K +238 +15%
MSAM
800
Moloney Securities Asset Management
Missouri
$317K – – –
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