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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
501
1 North Wealth Services
Maryland
$6K +$6K +54 New
UB
502
UMB Bank
Missouri
$5.81K +$401K +3,606 +8%
FCH
503
Freestone Capital Holdings
Washington
$5.28K -$939K -8,454 -15%
HS
504
Horan Securities
United States
$5K – – –
PCA
505
Providence Capital Advisors
North Carolina
$5K – – –
FCMT
506
Founders Capital Management (Texas)
Texas
$5K +$222 +2 +5%
TVWM
507
Tower View Wealth Management
Wisconsin
$4K – – –
VNA
508
Valley National Advisers
Pennsylvania
$4K – – –
AA
509
Advisory Alpha
Michigan
$3.09K +$3.11K +28 New
GWMIA
510
Global Wealth Management Investment Advisory
Florida
$3K -$7K -63 -68%
CB
511
CNB Bank
Pennsylvania
$3K – – –
GTAM
512
Global Trust Asset Management
Florida
$3K – – –
MM
513
Main Management
California
$3K – – –
TIM
514
Tortoise Investment Management
New York
$3K +$222 +2 +8%
SFA
515
Stewardship Financial Advisors
Georgia
$2K +$1.55K +14 New
SFSG
516
Stearns Financial Services Group
North Carolina
$2K +$1.89K +17 New
DOA
517
D'Orazio & Associates
Virginia
$2K +$2.44K +22 New
SSB
518
Sandy Spring Bank
Maryland
$1K -$68.1K -613 -98%
RWG
519
Regal Wealth Group
California
$1K +$1.22K +11 New
MAM
520
Meeder Asset Management
Ohio
$1K +$1.33K +12 New
RGI
521
River Global Investors
United Kingdom
– -$9.65M -86,640 Closed
FTS
522
Fifth Third Securities
Ohio
– -$2.7M -24,097 Closed
CS
523
Credit Suisse
Switzerland
– -$2.21M -19,860 Closed
PPP
524
Private Portfolio Partners
New Jersey
– -$749K -6,729 Closed
TA
525
Tiedemann Advisors
New York
– -$574K -5,126 Closed
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