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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
B
176
Bridgeworth
Alabama
$1.27M -$1.21M -10,792 -48%
BP
177
Ballentine Partners
Massachusetts
$1.25M – – –
KWMG
178
King Wealth Management Group
Florida
$1.22M +$99.1K +881 +9%
GC
179
Grimes & Company
Massachusetts
$1.22M +$1.25M +11,157 New
CIC
180
Carnegie Investment Counsel
Ohio
$1.2M +$16.9K +150 +1%
ABC
181
Associated Banc-Corp
Wisconsin
$1.2M -$26K -231 -2%
RCG
182
Ruggie Capital Group
Florida
$1.18M -$50.6K -450 -4%
WI
183
WrapManager Inc
California
$1.17M -$1.01K -9 -0.1%
ATC
184
Argent Trust Co
Tennessee
$1.11M +$77.9K +693 +7%
SWP
185
Stratos Wealth Partners
Ohio
$1.08M +$1.24K +11 +0.1%
AF
186
Allworth Financial
California
$1.03M -$75K -667 -7%
CWM
187
Cornerstone Wealth Management
Missouri
$1.02M -$41.9K -373 -4%
FMWA
188
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$7.42K +66 +0.7%
FA
189
FDx Advisors
Illinois
$1.02M +$47.1K +419 +5%
OA
190
Opes Advisors
California
$1.01M -$354K -3,151 -25%
GAM
191
Gemmer Asset Management
California
$998K -$19.8K -176 -2%
HCM
192
Howland Capital Management
Massachusetts
$987K – – –
GBT
193
Grove Bank & Trust
Florida
$987K +$531K +4,721 +110%
SCA
194
Stillwater Capital Advisors
Pennsylvania
$956K +$101K +900 +11%
QCG
195
Quadrant Capital Group
Ohio
$954K +$327K +2,912 +50%
CS
196
Credit Suisse
Switzerland
$951K +$376K +3,346 +63%
SFG
197
StrategIQ Financial Group
Indiana
$948K -$145K -1,291 -13%
CAL
198
Capital Advisors Ltd
Ohio
$936K – – –
HCIA
199
Hochman Cole Investment Advisors
Illinois
$931K – – –
PSF
200
Pacific Sun Financial
California
$930K +$621K +5,519 +185%
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