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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
576
Pacifica Partners
Canada
$10K +$9.91K +86 New
HWA
577
HCR Wealth Advisors
California
$10K +$10K +87 New
CTB
578
Country Trust Bank
Illinois
$8K – – –
PFBT
579
Parkside Financial Bank & Trust
Missouri
$8K – – –
RIA
580
Realta Investment Advisors
Delaware
$8K +$691 +6 +11%
CB
581
CNB Bank
Pennsylvania
$8K +$4.61K +40 +160%
PCFFS
582
Pacific Center for Financial Services
California
$7K – – –
LWM
583
Liberty Wealth Management
California
$7K +$115 +1 +2%
AWM
584
Aberdeen Wealth Management
Illinois
$7K +$6.91K +60 New
1NWS
585
1 North Wealth Services
Maryland
$6K – – –
ADL
586
Asset Dedication LLC
California
$6K – – –
IWP
587
IAG Wealth Partners
Wisconsin
$6K +$5.18K +45 New
FCMT
588
Founders Capital Management (Texas)
Texas
$5K – – –
PCA
589
Providence Capital Advisors
North Carolina
$5K – – –
SFG
590
Sowa Financial Group
Rhode Island
$5K +$5.3K +46 New
TVWM
591
Tower View Wealth Management
Wisconsin
$4K -$230 -2 -5%
TIM
592
Tortoise Investment Management
New York
$4K +$346 +3 +11%
CWC
593
Carolinas Wealth Consulting
North Carolina
$4K +$4.03K +35 New
HB
594
Horizon Bancorp
Indiana
$4K +$4.26K +37 New
TSW
595
Thompson Siegel & Walmsley
Virginia
$3K -$98.4K -854 -98%
GWMIA
596
Global Wealth Management Investment Advisory
Florida
$3K -$922 -8 -27%
DOA
597
D'Orazio & Associates
Virginia
$3K – – –
MM
598
Main Management
California
$3K – – –
TAM
599
Townsend Asset Management
North Carolina
$3K +$3K +26 New
SFA
600
Stewardship Financial Advisors
Georgia
$2K – – –
22 23
24
25 26