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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
901
Crescent Grove Advisors
Illinois
$209K – – –
MWP
902
Meredith Wealth Planning
Illinois
$208K +$200K +1,266 New
KCM
903
Kennedy Capital Management
Missouri
$207K +$200K +1,260 New
MAG
904
Mayfair Advisory Group
Alabama
$206K +$195K +1,229 New
FFA
905
Florida Financial Advisors
Florida
$205K +$198K +1,248 New
GIP
906
Greatmark Investment Partners
Georgia
$205K -$16K -101 -8%
SIG
907
Sargent Investment Group
Maryland
$204K +$194K +1,223 New
AC
908
AlphaCore Capital
California
$202K +$9.5K +60 +5%
CTA
909
Colonial Trust Advisors
South Carolina
$202K – – –
APA
910
Astoria Portfolio Advisors
New York
$202K +$188K +1,190 New
BWA
911
Bestgate Wealth Advisors
Maryland
$201K – – –
ATC
912
Advantage Trust Company
Kansas
$201K – – –
VFA
913
Valeo Financial Advisors
Indiana
$201K -$147K -926 -43%
SAM
914
Smartleaf Asset Management
Massachusetts
$201K -$495K -3,126 -72%
VC
915
Vicus Capital
Pennsylvania
$201K +$193K +1,220 New
NFC
916
Northstar Financial Companies
Pennsylvania
$201K +$193K +1,220 New
WFA
917
WMG Financial Advisors
Tennessee
$200K +$193K +1,218 New
FIA
918
FPC Investment Advisory
California
$200K +$187K +1,182 New
PCFFS
919
Pacific Center for Financial Services
California
$199K – – –
WFA
920
Wells Financial Advisors
Massachusetts
$197K – – –
BLC
921
Brown, Lisle/Cummings
Rhode Island
$197K +$2.38K +15 +1%
S
922
Sachetta
Massachusetts
$194K – – –
CFG
923
Chapman Financial Group
Hawaii
$194K +$186K +1,177 New
CNBT
924
Cornerstone National Bank & Trust
Illinois
$186K – – –
MA
925
Montag & Associates
Georgia
$186K – – –
35 36
37
38 39