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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
576
Global Trust Asset Management
Florida
$10K +$6.68K +58 +215%
KPW
577
Kore Private Wealth
New York
$10K +$9.33K +81 New
PP
578
Pacifica Partners
Canada
$10K +$9.91K +86 New
HWA
579
HCR Wealth Advisors
California
$10K +$10K +87 New
CTB
580
Country Trust Bank
Illinois
$8K – – –
PFBT
581
Parkside Financial Bank & Trust
Missouri
$8K – – –
RIA
582
Realta Investment Advisors
Delaware
$8K +$691 +6 +11%
CB
583
CNB Bank
Pennsylvania
$8K +$4.61K +40 +160%
PCFFS
584
Pacific Center for Financial Services
California
$7K – – –
LWM
585
Liberty Wealth Management
California
$7K +$115 +1 +2%
AWM
586
Aberdeen Wealth Management
Illinois
$7K +$6.91K +60 New
1NWS
587
1 North Wealth Services
Maryland
$6K – – –
ADL
588
Asset Dedication LLC
California
$6K – – –
IWP
589
IAG Wealth Partners
Wisconsin
$6K +$5.18K +45 New
FCMT
590
Founders Capital Management (Texas)
Texas
$5K – – –
PCA
591
Providence Capital Advisors
North Carolina
$5K – – –
SFG
592
Sowa Financial Group
Rhode Island
$5K +$5.3K +46 New
TVWM
593
Tower View Wealth Management
Wisconsin
$4K -$230 -2 -5%
TIM
594
Tortoise Investment Management
New York
$4K +$346 +3 +11%
CWC
595
Carolinas Wealth Consulting
North Carolina
$4K +$4.03K +35 New
HB
596
Horizon Bancorp
Indiana
$4K +$4.26K +37 New
TSW
597
Thompson Siegel & Walmsley
Virginia
$3K -$98.4K -854 -98%
GWMIA
598
Global Wealth Management Investment Advisory
Florida
$3K -$922 -8 -27%
DOA
599
D'Orazio & Associates
Virginia
$3K – – –
MM
600
Main Management
California
$3K – – –
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