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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
826
Gilman Hill Asset Management
Connecticut
$224K – – –
AAS
827
Asset Allocation Strategies
Michigan
$222K -$2.7K -17 -1%
AAS
828
Annex Advisory Services
Wisconsin
$222K +$210K +1,324 New
PG
829
Proffitt & Goodson
Tennessee
$222K – – –
NEPWA
830
New England Private Wealth Advisors
Massachusetts
$221K +$210K +1,320 New
CSA
831
Cottage Street Advisors
Massachusetts
$221K +$210K +1,318 New
CRC
832
Curi RMB Capital
Illinois
$221K -$44.5K -280 -18%
PFGIA
833
Patriot Financial Group Insurance Agency
Massachusetts
$221K +$209K +1,317 New
SDWMA
834
Schneider Downs Wealth Management Advisors
Pennsylvania
$220K +$209K +1,315 New
FCBT
835
First Citizens Bank & Trust
North Carolina
$220K +$209K +1,313 New
RC
836
Roundview Capital
New Jersey
$218K +$206K +1,298 New
MPAM
837
Murphy Pohlad Asset Management
Minnesota
$217K +$206K +1,296 New
PWM
838
PBMares Wealth Management
Virginia
$217K +$206K +1,295 New
EWM
839
Evermay Wealth Management
Virginia
$217K -$248K -1,558 -55%
CA
840
Claro Advisors
Massachusetts
$216K +$205K +1,291 New
CTA
841
Colonial Trust Advisors
South Carolina
$215K – – –
WFA
842
WMG Financial Advisors
Tennessee
$211K +$200K +1,261 New
CGA
843
Crescent Grove Advisors
Illinois
$210K +$200K +1,255 New
NRC
844
New Republic Capital
North Carolina
$209K – – –
HWMO
845
Heritage Wealth Management (Ohio)
Ohio
$208K +$197K +1,241 New
CAC
846
Certified Advisory Corp
Florida
$207K -$128K -803 -39%
CTA
847
Camelot Technology Advisors
California
$207K +$196K +1,232 New
GAM
848
Garrison Asset Management
Arkansas
$206K +$195K +1,227 New
ATC
849
Advantage Trust Company
Kansas
$205K – – –
MAG
850
Mayfair Advisory Group
Alabama
$205K +$195K +1,228 New
32 33
34
35 36