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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
801
Marquette Associates
Illinois
$194K +$180K +1,341 New
CFB
802
Cullen/Frost Bankers
Texas
$194K – – –
PG
803
Proffitt & Goodson
Tennessee
$192K – – –
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$165K +1,229 +1,807%
CTA
805
Colonial Trust Advisors
South Carolina
$186K -$103K -768 -37%
S
806
Sachetta
Massachusetts
$184K +$171K +1,272 New
NRC
807
New Republic Capital
North Carolina
$181K – – –
BTI
808
Blue Trust Inc
Georgia
$180K +$153K +1,140 +485%
ATC
809
Advantage Trust Company
Kansas
$178K +$165K +1,225 New
LFA
810
Level Financial Advisors
New York
$173K +$134 +1 +0.1%
BFPW
811
BOK Financial Private Wealth
Colorado
$170K +$21.4K +159 +16%
LIWM
812
Long Island Wealth Management
New York
$169K +$157K +1,167 New
ICM
813
Intrepid Capital Management
Florida
$157K +$7.25K +54 +5%
JGIA
814
Jackson Grant Investment Advisers
Connecticut
$151K +$1.07K +8 +0.8%
FPB
815
First PREMIER Bank
South Dakota
$142K – – –
FP
816
Financial Perspectives
Minnesota
$138K +$134 +1 +0.1%
AAG
817
Armstrong Advisory Group
Massachusetts
$135K – – –
PWMG
818
Private Wealth Management Group
New Jersey
$128K +$118K +881 New
RFA
819
Resurgent Financial Advisors
Georgia
$126K +$32.2K +240 +38%
DJSG
820
D.J. St. Germain
Massachusetts
$120K -$1.21K -9 -1%
FFA
821
Farther Finance Advisors
California
$118K -$3.49K -26 -3%
BEI
822
Benjamin Edwards Inc
Missouri
$117K +$8.6K +64 +9%
MCM
823
MV Capital Management
Maryland
$116K – – –
CFFP
824
Center for Financial Planning
Michigan
$115K – – –
VWM
825
Venturi Wealth Management
Texas
$113K +$403 +3 +0.4%
31 32
33
34 35