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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
851
Compass Advisory Group
New York
$205K +$194K +1,222 New
FOA
852
Five Oceans Advisors
California
$205K +$194K +1,221 New
SP
853
Stonebrook Private
Michigan
$204K +$193K +1,214 New
CI
854
Ceera Investments
Texas
$203K +$192K +1,210 New
PCFFS
855
Pacific Center for Financial Services
California
$202K +$477 +3 +0.2%
WFA
856
Wells Financial Advisors
Massachusetts
$201K -$2.38K -15 -1%
LFG
857
Larson Financial Group
Missouri
$200K -$25.6K -161 -12%
LFA
858
Level Financial Advisors
New York
$200K +$190K +1,193 New
CNBT
859
Cornerstone National Bank & Trust
Illinois
$190K +$180K +1,133 New
HPC
860
HM Payson & Co
Maine
$178K +$160K +1,006 +1,765%
JGIA
861
Jackson Grant Investment Advisers
Connecticut
$177K +$795 +5 +0.5%
BCWM
862
Bartlett & Co Wealth Management
Ohio
$177K – – –
LFA
863
LGT Financial Advisors
Texas
$166K -$147K -927 -48%
FPB
864
First PREMIER Bank
South Dakota
$164K – – –
HFS
865
Horizon Financial Services
North Carolina
$162K – – –
FP
866
Financial Perspectives
Minnesota
$159K +$159 +1 +0.1%
BTI
867
Blue Trust Inc
Georgia
$146K +$15.3K +96 +11%
AAG
868
Armstrong Advisory Group
Massachusetts
$144K +$159 +1 +0.1%
A
869
Allianz
Germany
$141K – – –
SL
870
Salomon & Ludwin
Virginia
$140K – – –
PWMG
871
Private Wealth Management Group
New Jersey
$138K – – –
SAM
872
Smartleaf Asset Management
Massachusetts
$130K – – –
CFB
873
Cullen/Frost Bankers
Texas
$127K +$117K +734 +3,058%
ADL
874
Asset Dedication LLC
California
$124K +$4.29K +27 +4%
CFFP
875
Center for Financial Planning
Michigan
$123K -$159 -1 -0.1%
33 34
35
36 37