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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Cetera Advisors
Colorado
$1.04M -$4.22K -46 -0.4%
CBFP
202
Cedar Brook Financial Partners
Ohio
$1.04M -$215K -2,340 -18%
PBF
203
Petix & Botte Financial
California
$1.04M +$1.04M +11,395 +111%
GC
204
Grimes & Company
Massachusetts
$1.03M +$10.5K +114 +1%
LL
205
LPWM LLC
Minnesota
$1.03M +$527K +5,752 +115%
BP
206
Ballentine Partners
Massachusetts
$1.03M – – –
SFG
207
StrategIQ Financial Group
Indiana
$1.01M +$76.4K +833 +9%
CWM
208
Capital Wealth Management
Rhode Island
$1M +$143K +1,554 +17%
CSM
209
CAMG Solamere Management
North Carolina
$994K +$20.5K +224 +2%
FIA
210
Foundations Investment Advisors
Arizona
$981K -$301K -3,277 -24%
CANC
211
Culbertson A N & Co
Virginia
$968K +$17.4K +190 +2%
PSF
212
Pacific Sun Financial
California
$964K -$2.75K -30 -0.3%
AF
213
Advisornet Financial
Minnesota
$952K -$862K -9,403 -49%
EVM
214
Eaton Vance Management
Massachusetts
$943K -$82.5K -900 -8%
SW
215
SkyOak Wealth
Michigan
$938K +$660K +7,197 +276%
B
216
Bridgeworth
Alabama
$934K -$325K -3,541 -27%
LWP
217
Legacy Wealth Planning
Nevada
$927K +$10.7K +117 +1%
WTFG
218
Wells Trecaso Financial Group
Ohio
$915K +$1.47K +16 +0.2%
ST
219
Smithfield Trust
Pennsylvania
$911K -$122K -1,334 -12%
NAMP
220
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$909K -$371K -4,041 -30%
MECA
221
Miller Equity Capital Advisors
Texas
$890K -$47K -512 -5%
SI
222
Stephens Inc
Arkansas
$884K +$185K +2,021 +28%
GT
223
Glenview Trust
Kentucky
$883K +$45.2K +493 +6%
BCIM
224
Bishop & Co Investment Management
Pennsylvania
$883K +$846K +9,224 New
BRWA
225
B. Riley Wealth Advisors
Florida
$882K -$318K -3,471 -27%
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