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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
926
Sandy Spring Bank
Maryland
$112K – – –
HIW
927
Holos Integrated Wealth
Pennsylvania
$112K – – –
HFS
928
Horizon Financial Services
North Carolina
$111K -$45.9K -281 -29%
MPCG
929
Matrix Private Capital Group
New York
$111K -$9.32K -57 -8%
GI
930
GAMMA Investing
California
$109K – – –
OP
931
ORG Partners
Indiana
$108K +$20.8K +127 +23%
NEWAS
932
N.E.W. Advisory Services
Wisconsin
$108K +$110K +670 New
OFG
933
Oxford Financial Group
Indiana
$107K – – –
HBW
934
Hazlett, Burt & Watson
West Virginia
$105K -$15K -92 -12%
GEA
935
Glen Eagle Advisors
New Jersey
$105K -$327 -2 -0.3%
B
936
Birchbrook
Maine
$100K – – –
RF
937
Robinswood Financial
Washington
$96.5K +$981 +6 +1%
BTI
938
Blue Trust Inc
Georgia
$94.1K -$2.78K -17 -3%
CCM
939
Cloud Capital Management
Washington
$92K +$94.5K +578 New
FFA
940
Frazier Financial Advisors
Ohio
$91.5K – – –
TSMHT
941
Thurston Springer Miller Herd & Titak
Indiana
$88.6K +$9.48K +58 +12%
EWM
942
Evermay Wealth Management
Virginia
$85.8K +$327 +2 +0.4%
GWSG
943
GPS Wealth Strategies Group
Colorado
$85.8K +$4.25K +26 +5%
OWP
944
ORG Wealth Partners
Texas
$84.7K – – –
MCA
945
Midwest Capital Advisors
Michigan
$83.3K -$17.2K -105 -17%
GA
946
GoalVest Advisory
New York
$79.9K -$10.3K -63 -11%
AIA
947
Armor Investment Advisors
North Carolina
$79.5K – – –
PWM
948
Parkworth Wealth Management
California
$75.8K +$490 +3 +0.6%
MCM
949
MV Capital Management
Maryland
$75.5K – – –
FCAS
950
First Command Advisory Services
Texas
$74.8K – – –
36 37
38
39 40