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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
526
Carolinas Wealth Consulting
North Carolina
$3K – – –
HB
527
Horizon Bancorp
Indiana
$3K – – –
TIM
528
Tortoise Investment Management
New York
$3K +$431 +4 +13%
PP
529
PrairieView Partners
Minnesota
$3K +$4.31K +40 New
OIA
530
Optimum Investment Advisors
Illinois
$2K -$1.02M -9,503 -100%
FCA
531
FinTrust Capital Advisors
South Carolina
$2K -$50.5K -469 -96%
CCM
532
Cribstone Capital Management
Maine
$2K -$21.6K -201 -87%
DOA
533
D'Orazio & Associates
Virginia
$2K – – –
TAM
534
Townsend Asset Management
North Carolina
$2K – – –
SC
535
Stratford Consulting
Texas
$2K +$2.15K +20 New
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2.58K +24 New
SIS
537
Sound Income Strategies
Florida
$2K +$2.69K +25 New
AF
538
Affiance Financial
Minnesota
$1K -$1.29K -12 -60%
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$1K -$1.08K -10 -45%
RWG
540
Regal Wealth Group
California
$1K – – –
SFA
541
Stewardship Financial Advisors
Georgia
$1K – – –
NL
542
NWAM LLC
Washington
$371 -$4.2K -39 -0.8%
FGAM
543
Financial Gravity Asset Management
Texas
$15 +$431 +4 +2%
CL
544
Cabana LLC
Arkansas
– -$35.2M -295,645 Closed
RJFSA
545
Raymond James Financial Services Advisors
Florida
– -$15.2M -127,485 Closed
QCM
546
Quest Capital Management
Texas
– -$10.9M -91,729 Closed
SFI
547
SPC Financial Inc
Maryland
– -$5.8M -48,700 Closed
TAM
548
Tocqueville Asset Management
New York
– -$4.4M -36,911 Closed
TWA
549
Tillar-Wenstrup Advisors
Ohio
– -$4.07M -34,173 Closed
CG
550
Caprock Group
Idaho
– -$3.62M -30,378 Closed
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