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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
501
San Francisco Sentry Investment Group
California
$29K – – –
SFS
502
Sowell Financial Services
Arkansas
$29K +$1.82K +18 +7%
LFG
503
Larson Financial Group
Missouri
$28K +$13.5K +133 +90%
EFSCE
504
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –
RWM
505
Raffa Wealth Management
District of Columbia
$26.4K +$203 +2 +0.8%
TFS
506
TrustCore Financial Services
Tennessee
$26K -$128K -1,268 -83%
APWM
507
Atlas Private Wealth Management
New York
$24K – – –
LFG
508
LifePlan Financial Group
Ohio
$23K +$3.34K +33 +17%
CWA
509
Carolina Wealth Advisors
South Carolina
$20K – – –
SWM
510
Selective Wealth Management
Virginia
$20K – – –
IF
511
Ironwood Financial
Arizona
$18K – – –
VRM
512
Vectors Research Management
New York
$17K -$35.3K -348 -64%
BHWM
513
Bay Harbor Wealth Management
Maryland
$17K – – –
SIC
514
Salem Investment Counselors
North Carolina
$16K – – –
PCWA
515
Pacific Capital Wealth Advisors
California
$16K +$16K +158 New
MG
516
MilWealth Group
Wisconsin
$15.3K -$2.43K -24 -14%
TRCT
517
Tower Research Capital (TRC)
New York
$15K -$682K -6,737 -98%
TWA
518
TCI Wealth Advisors
Arizona
$15K – – –
WB
519
West Bancorporation
Iowa
$14K – – –
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K – – –
FRA
521
Front Row Advisors
California
$12K – – –
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$12K – – –
SSB
523
Sandy Spring Bank
Maryland
$11K -$101 -1 -0.9%
PA
524
Parallel Advisors
California
$11K – – –
BC
525
Barnett & Company
Tennessee
$10K – – –
19 20
21
22 23