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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1076
Cordant Inc
Oregon
$78K – – –
HDIM
1077
Hanson & Doremus Investment Management
Vermont
$76K – – –
EWM
1078
Evolution Wealth Management
Florida
$74.4K – – –
NB
1079
NBT Bank
New York
$72.1K +$14.4K +77 +25%
CFB
1080
Cullen/Frost Bankers
Texas
$71.2K +$374 +2 +0.5%
BOJHT
1081
Bank of Jackson Hole Trust
Wyoming
$69.7K – – –
CWA
1082
Carolina Wealth Advisors
South Carolina
$69.1K – – –
PIP
1083
Peachtree Investment Partners
Florida
$68.3K +$187 +1 +0.3%
FAI
1084
Fiduciary Advisors Inc
Missouri
$65.9K – – –
TCOT
1085
Trust Company of Toledo
Ohio
$65.8K – – –
WWMSC
1086
Wagner Wealth Management (South Carolina)
South Carolina
$65.8K – – –
BL
1087
BFSG LLC
California
$65.1K +$49.1K +263 +292%
RIL
1088
Rothschild Investment LLC
Illinois
$64.6K +$187 +1 +0.3%
TLFA
1089
True Link Financial Advisors
California
$61.2K +$62K +332 New
HAP
1090
Harbor Asset Planning
Massachusetts
$60.4K +$560 +3 +0.9%
SIC
1091
Salem Investment Counselors
North Carolina
$56K +$56.8K +304 New
ACA
1092
American Capital Advisory
Idaho
$55.3K – – –
RWM
1093
Raffa Wealth Management
District of Columbia
$54.6K +$187 +1 +0.3%
EF
1094
Entrust Financial
Pennsylvania
$53.8K +$5.04K +27 +10%
AWM
1095
Abound Wealth Management
Tennessee
$53.5K -$15.1K -81 -22%
FG
1096
Fairman Group
Pennsylvania
$52.3K +$187 +1 +0.4%
AIP
1097
Ameritas Investment Partners
Nebraska
$51.1K -$19.2K -103 -27%
PF
1098
PlanVest Financial
Maryland
$49.6K +$50.3K +269 New
BFS
1099
Beacon Financial Strategies
North Carolina
$47.5K – – –
NRWA
1100
North Ridge Wealth Advisors
Oregon
$47.3K +$43.9K +235 +1,068%
42 43
44
45 46