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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$1.25M – – –
KWMG
177
King Wealth Management Group
Florida
$1.22M +$99.1K +881 +9%
GC
178
Grimes & Company
Massachusetts
$1.22M +$1.25M +11,157 New
CIC
179
Carnegie Investment Counsel
Ohio
$1.2M +$16.9K +150 +1%
ABC
180
Associated Banc-Corp
Wisconsin
$1.2M -$26K -231 -2%
RCG
181
Ruggie Capital Group
Florida
$1.18M -$50.6K -450 -4%
WI
182
WrapManager Inc
California
$1.17M -$1.01K -9 -0.1%
ATC
183
Argent Trust Co
Tennessee
$1.11M +$77.9K +693 +7%
SWP
184
Stratos Wealth Partners
Ohio
$1.08M +$1.24K +11 +0.1%
AF
185
Allworth Financial
California
$1.03M -$75K -667 -7%
CWM
186
Cornerstone Wealth Management
Missouri
$1.02M -$41.9K -373 -4%
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$7.42K +66 +0.7%
FA
188
FDx Advisors
Illinois
$1.02M +$47.1K +419 +5%
OA
189
Opes Advisors
California
$1.01M -$354K -3,151 -25%
GAM
190
Gemmer Asset Management
California
$998K -$19.8K -176 -2%
HCM
191
Howland Capital Management
Massachusetts
$987K – – –
GBT
192
Grove Bank & Trust
Florida
$987K +$531K +4,721 +110%
SCA
193
Stillwater Capital Advisors
Pennsylvania
$956K +$101K +900 +11%
QCG
194
Quadrant Capital Group
Ohio
$954K +$327K +2,912 +50%
CS
195
Credit Suisse
Switzerland
$951K +$376K +3,346 +63%
SFG
196
StrategIQ Financial Group
Indiana
$948K -$145K -1,291 -13%
CAL
197
Capital Advisors Ltd
Ohio
$936K – – –
HCIA
198
Hochman Cole Investment Advisors
Illinois
$931K – – –
PSF
199
Pacific Sun Financial
California
$930K +$621K +5,519 +185%
AIM
200
Acropolis Investment Management
Missouri
$923K +$3.82K +34 +0.4%
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