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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
401
Alpha Omega Wealth Management
Virginia
$6K – – –
ADL
402
Asset Dedication LLC
California
$6K – – –
NL
403
NVWM LLC
Pennsylvania
$6K +$5.74K +53 New
AFNAS
404
American Financial Network Advisory Services
California
$5K -$28.1K -260 -85%
BWA
405
Burt Wealth Advisors
Maryland
$5K – – –
FCMT
406
Founders Capital Management (Texas)
Texas
$5K +$1.3K +12 +38%
CHP
407
Cable Hill Partners
Oregon
$4K – – –
CFA
408
Carroll Financial Associates
North Carolina
$4K – – –
CT
409
Clearstead Trust
Maine
$4K – – –
TDC
410
Thompson Davis & Co
Virginia
$4K – – –
VNA
411
Valley National Advisers
Pennsylvania
$4K – – –
TVWM
412
Tower View Wealth Management
Wisconsin
$4K +$3.9K +36 New
CB
413
CNB Bank
Pennsylvania
$3K +$2.71K +25 New
CFD
414
Creative Financial Designs
Indiana
$2K – – –
RFM
415
Royal Fund Management
Florida
$1K -$325 -3 -25%
TIM
416
Tortoise Investment Management
New York
$1K +$433 +4 +67%
SFC
417
SYM Financial Corp
Indiana
$1K +$974 +9 New
CCM
418
Condor Capital Management
New Jersey
– -$25.2M -238,272 Closed
PFA
419
Pure Financial Advisors
California
– -$13.2M -124,611 Closed
AA
420
Advisory Alpha
Michigan
– -$13.2M -124,218 Closed
AA
421
ALPS Advisors
Colorado
– -$8.91M -84,310 Closed
ICOA
422
Investment Centers of America
North Dakota
– -$2.75M -26,020 Closed
NFG
423
Noven Financial Group
Colorado
– -$1.84M -17,438 Closed
CA
424
Cetera Advisors
Colorado
– -$1.71M -16,159 Closed
NPC
425
National Planning Corporation
California
– -$1.22M -11,511 Closed
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