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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
101
RTD Financial Advisors
Pennsylvania
$12.6M +$4M +25,242 +49%
KPWS
102
Kestra Private Wealth Services
Texas
$12.6M +$2.01M +12,722 +20%
PMAM
103
Picton Mahoney Asset Management
Ontario, Canada
$11.9M +$11.4M +72,165 New
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$11.6M +$6.19M +39,081 +125%
EF
105
Empowered Funds
Pennsylvania
$11.4M +$9.93M +62,734 +965%
BF
106
BOK Financial
Oklahoma
$11.3M +$852K +5,379 +9%
SC
107
Sepio Capital
Utah
$11.2M -$9.11M -57,557 -46%
ES
108
Eagle Strategies
New York
$11.1M +$529K +3,339 +5%
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M +$299K +1,889 +3%
OWM
110
Opes Wealth Management
California
$10.8M +$743K +4,690 +8%
GWM
111
Geneos Wealth Management
Colorado
$10.7M -$11.1M -70,222 -52%
SFA
112
Sequoia Financial Advisors
Ohio
$10.7M -$8.25M -52,086 -45%
SC
113
Swan Capital
Florida
$10.4M +$4.94M +31,176 +96%
PCM
114
Payne Capital Management
New York
$10.3M -$13.5K -85 -0.1%
EWM
115
Empirical Wealth Management
Washington
$10.3M +$776K +4,900 +8%
PWM
116
Provident Wealth Management
Tennessee
$10.2M -$108K -685 -1%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$10.2M -$593K -3,746 -6%
LIM
118
Leavell Investment Management
Alabama
$10.2M +$171K +1,081 +2%
SWA
119
SOA Wealth Advisors
New York
$10.1M +$1.27M +8,004 +15%
PAS
120
Park Avenue Securities
New York
$10M -$406K -2,565 -4%
SCA
121
Scott Capital Advisors
Oregon
$9.94M -$69.2K -437 -0.7%
JFG
122
JMG Financial Group
Illinois
$9.92M +$5.07K +32 +0.1%
WANY
123
Wealthspire Advisors (New York)
New York
$9.53M -$251K -1,586 -3%
MCM
124
MAI Capital Management
Ohio
$9.46M +$37.4K +236 +0.4%
CB
125
Commerce Bank
Missouri
$9.32M -$286K -1,808 -3%
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5
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