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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
426
Institutional & Family Asset Management
Colorado
$42K +$46.6K +444 New
CCM
427
Cribstone Capital Management
Maine
$40K +$945 +9 +2%
SMG
428
Spectrum Management Group
Indiana
$40K +$43.7K +416 New
PWM
429
PRW Wealth Management
Massachusetts
$40K +$44.1K +420 New
HDIM
430
Hanson & Doremus Investment Management
Vermont
$39K – – –
EWM
431
Executive Wealth Management
Michigan
$36K +$38.2K +364 New
AIA
432
Alera Investment Advisors
Illinois
$36K +$40.2K +383 New
IF
433
Ironwood Financial
Arizona
$35K – – –
RWA
434
River Wealth Advisors
Pennsylvania
$35K – – –
KPW
435
Kore Private Wealth
New York
$35K +$38.3K +365 New
CB
436
Community Bank
New York
$34K – – –
CFN
437
Cordasco Financial Network
Florida
$34K – – –
PFBT
438
Parkside Financial Bank & Trust
Missouri
$34K +$18.4K +175 +98%
GEA
439
Glen Eagle Advisors
New Jersey
$32.9K – – –
MAU
440
MRA Associates USA
Arizona
$32K +$35.7K +340 New
EFSCE
441
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$244K -2,320 -88%
LIA
442
LS Investment Advisors
Michigan
$31K – – –
BBHC
443
Brown Brothers Harriman & Co
New York
$31K +$34.5K +329 New
TCM
444
TD Capital Management
Tennessee
$30K +$33.5K +319 New
BBA
445
Braun-Bostich & Associates
Pennsylvania
$27K – – –
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
CFD
447
Creative Financial Designs
Indiana
$25K +$420 +4 +2%
CWA
448
Clarus Wealth Advisors
Arizona
$24K – – –
WB
449
Webster Bank
Connecticut
$24K – – –
KTC
450
Kistler-Tiffany Companies
Pennsylvania
$22K +$24.6K +234 New
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