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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
476
Brown Brothers Harriman & Co
New York
$8K +$7.78K +71 New
PFBT
477
Parkside Financial Bank & Trust
Missouri
$7K -$1.42K -13 -17%
RIA
478
Realta Investment Advisors
Delaware
$7K +$4.82K +44 +314%
LWM
479
Liberty Wealth Management
California
$7K +$6.68K +61 New
SFC
480
SYM Financial Corp
Indiana
$7K +$7.34K +67 New
FCH
481
Freestone Capital Holdings
Washington
$6.14K +$948K +8,660 +19%
ADL
482
Asset Dedication LLC
California
$6K -$71K -648 -93%
PCFFS
483
Pacific Center for Financial Services
California
$6K – – –
AIC
484
Archer Investment Corporation
Indiana
$6K +$5.47K +50 New
UB
485
UMB Bank
Missouri
$5.32K +$169K +1,544 +3%
FCMT
486
Founders Capital Management (Texas)
Texas
$5K – – –
HS
487
Horan Securities
United States
$5K – – –
PCA
488
Providence Capital Advisors
North Carolina
$5K – – –
VNA
489
Valley National Advisers
Pennsylvania
$4K – – –
TVWM
490
Tower View Wealth Management
Wisconsin
$4K +$110 +1 +3%
TFA
491
Transamerica Financial Advisors
Florida
$4K +$3.18K +29 New
HGWM
492
Harvest Group Wealth Management
Massachusetts
$4K +$4.82K +44 New
CB
493
CNB Bank
Pennsylvania
$3K – – –
GTAM
494
Global Trust Asset Management
Florida
$3K – – –
MM
495
Main Management
California
$3K – – –
TIM
496
Tortoise Investment Management
New York
$3K +$329 +3 +14%
AIS
497
Accurate Investment Solutions
Pennsylvania
$3K +$2.63K +24 New
MWM
498
Meridian Wealth Management
Kentucky
$2.37K +$7.99K +73 +4%
FBT
499
First Bank & Trust
South Dakota
$2K +$1.75K +16 New
LHC
500
Little House Capital
Massachusetts
$1.74K -$13.5K -123 -0.8%
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