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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
801
Berkeley Capital Partners
Georgia
$210K +$198K +1,350 New
RSWA
802
Robinson Smith Wealth Advisors
Maine
$210K -$50.7K -345 -20%
HI
803
Horizon Investments
North Carolina
$210K +$180K +1,225 +1,004%
IAA
804
Independent Advisor Alliance
North Carolina
$209K -$35.2K -240 -15%
MA
805
Marquette Associates
Illinois
$209K +$49.2K +335 +25%
CFB
806
Cullen/Frost Bankers
Texas
$209K – – –
PIA
807
Panoramic Investment Advisors
Colorado
$207K +$195K +1,330 New
SRC
808
Sage Rhino Capital
California
$207K +$195K +1,329 New
PG
809
Proffitt & Goodson
Tennessee
$206K – – –
SFP
810
Shepherd Financial Partners
Massachusetts
$206K -$16.4K -112 -8%
WP
811
WealthPLAN Partners
Nebraska
$206K +$194K +1,320 New
PP
812
Patten & Patten
Tennessee
$206K -$31.7K -216 -14%
SDWMA
813
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K +$193K +1,315 New
CWM
814
Cahaba Wealth Management
Georgia
$205K +$193K +1,312 New
NEPWA
815
New England Private Wealth Advisors
Massachusetts
$204K -$161K -1,098 -45%
CSA
816
Cottage Street Advisors
Massachusetts
$204K +$192K +1,307 New
LSA
817
Lansing Street Advisors
Pennsylvania
$202K -$68K -463 -26%
PWM
818
PBMares Wealth Management
Virginia
$202K +$190K +1,295 New
CTA
819
Colonial Trust Advisors
South Carolina
$200K – – –
SL
820
Salomon & Ludwin
Virginia
$196K -$160K -1,091 -46%
NRC
821
New Republic Capital
North Carolina
$194K – – –
ATC
822
Advantage Trust Company
Kansas
$191K – – –
WFA
823
Wells Financial Advisors
Massachusetts
$189K -$19.1K -130 -10%
PFBT
824
Parkside Financial Bank & Trust
Missouri
$189K -$24.1K -164 -12%
S
825
Sachetta
Massachusetts
$184K – – –
31 32
33
34 35