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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
201
AIMZ Investment Advisors
California
$1.56M +$65K +564 +4%
PA
202
PFG Advisors
Arizona
$1.56M -$14.7K -128 -1%
PWM
203
Provident Wealth Management
Tennessee
$1.54M +$1.49M +12,946 New
BFO
204
Biltmore Family Office
North Carolina
$1.53M – – –
PIMG
205
Patriot Investment Management Group
Tennessee
$1.53M +$22.2K +193 +2%
WT
206
Whittier Trust
California
$1.52M -$358K -3,108 -20%
CS
207
Comerica Securities
Michigan
$1.52M +$140K +1,219 +11%
CONA
208
Capital One National Association
New York
$1.49M +$1.44M +12,465 New
FHA
209
Flagship Harbor Advisors
Massachusetts
$1.47M +$941K +8,169 +195%
HFRG
210
Houlihan Financial Resource Group
Virginia
$1.45M +$1.4M +12,139 New
QWM
211
Quaker Wealth Management
New Jersey
$1.44M +$1.4M +12,111 New
KAH
212
Kathryn A. Hall
$1.43M – – –
PFA
213
Pathway Financial Advisors
Vermont
$1.42M -$145K -1,257 -10%
AA
214
Alesco Advisors
New York
$1.4M -$34.3K -298 -2%
AOWM
215
Alpha Omega Wealth Management
Virginia
$1.4M +$89.5K +777 +7%
ECAM
216
East Coast Asset Management
Massachusetts
$1.39M +$346 +3 +0%
NWM
217
Northwest Wealth Management
Iowa
$1.38M -$231K -2,002 -15%
CA
218
Cetera Advisors
Colorado
$1.37M -$103K -893 -7%
SCA
219
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M +$27K +234 +2%
ABC
220
Associated Banc-Corp
Wisconsin
$1.36M -$68.4K -594 -5%
WI
221
WrapManager Inc
California
$1.36M +$24K +208 +2%
B
222
Bridgeworth
Alabama
$1.35M -$38.8K -337 -3%
ST
223
Smithfield Trust
Pennsylvania
$1.34M -$17.1K -148 -1%
FI
224
FormulaFolio Investments
Michigan
$1.34M +$1.29M +11,224 New
LHC
225
Little House Capital
Massachusetts
$1.31M -$533K -4,624 -30%
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