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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
826
Bartlett & Co Wealth Management
Ohio
$164K +$62.1K +423 +67%
JGIA
827
Jackson Grant Investment Advisers
Connecticut
$163K +$734 +5 +0.5%
GI
828
Gradient Investments
Minnesota
$158K -$308K -2,099 -67%
FPB
829
First PREMIER Bank
South Dakota
$153K – – –
OA
830
Operose Advisors
Wisconsin
$148K +$131K +889 +1,434%
FP
831
Financial Perspectives
Minnesota
$148K +$147 +1 +0.1%
HFS
832
Horizon Financial Services
North Carolina
$144K +$135K +921 New
BTI
833
Blue Trust Inc
Georgia
$137K -$73.1K -498 -36%
AAG
834
Armstrong Advisory Group
Massachusetts
$135K – – –
BEI
835
Benjamin Edwards Inc
Missouri
$135K +$8.07K +55 +7%
PAM
836
Palisade Asset Management
Minnesota
$134K +$126K +860 New
PWMG
837
Private Wealth Management Group
New Jersey
$133K -$3.67K -25 -3%
A
838
Allianz
Germany
$131K +$124K +842 New
DJSG
839
D.J. St. Germain
Massachusetts
$129K – – –
OWA
840
Opal Wealth Advisors
New York
$128K +$121K +823 New
SMA
841
Sage Mountain Advisors
Georgia
$127K +$13.4K +91 +13%
MCM
842
MV Capital Management
Maryland
$125K – – –
BCMLT
843
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K +$26.1K +178 +30%
CFFP
844
Center for Financial Planning
Michigan
$115K -$8.52K -58 -7%
HBW
845
Hazlett, Burt & Watson
West Virginia
$113K – – –
SSB
846
Sandy Spring Bank
Maryland
$109K +$47.4K +323 +86%
FFA
847
Farther Finance Advisors
California
$101K -$23.6K -161 -20%
ADL
848
Asset Dedication LLC
California
$101K – – –
GAA
849
Global Assets Advisory
Florida
$100K +$2.27M +15,473 New
VWM
850
Venturi Wealth Management
Texas
$97.9K -$22.5K -153 -20%
32 33
34
35 36