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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$37K – – –
PFGIA
577
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$21.8K +195 +163%
MFA
578
McClarren Financial Advisors
Pennsylvania
$37K +$35.5K +317 New
TWM
579
Tradition Wealth Management
Minnesota
$36K +$33.7K +301 New
TIAM2
580
Tru Independence Asset Management 2
Oregon
$36K +$33.8K +302 New
TRCT
581
Tower Research Capital (TRC)
New York
$35K +$16.6K +148 +99%
SFSIG
582
San Francisco Sentry Investment Group
California
$34K – – –
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$32K – – –
RWM
584
Raffa Wealth Management
District of Columbia
$31.4K +$336 +3 +1%
PA
585
Parallel Advisors
California
$31K +$16.6K +148 +131%
PP
586
PrairieView Partners
Minnesota
$31K +$29.2K +261 New
TFS
587
TrustCore Financial Services
Tennessee
$30K – – –
APWM
588
Atlas Private Wealth Management
New York
$28K – – –
FGAM
589
Financial Gravity Asset Management
Texas
$28K +$26.5K +237 New
WFA
590
West Financial Advisors
Iowa
$26K +$24.4K +218 New
SWM
591
Selective Wealth Management
Virginia
$24K – – –
APC
592
Asset Planning Corporation
Tennessee
$24K +$23K +205 New
DOA
593
D'Orazio & Associates
Virginia
$22K +$21.2K +189 New
IF
594
Ironwood Financial
Arizona
$21K – – –
TWA
595
TCI Wealth Advisors
Arizona
$21K +$3.47K +31 +21%
SMA
596
Sage Mountain Advisors
Georgia
$21K +$19.5K +174 New
BHWM
597
Bay Harbor Wealth Management
Maryland
$20K – – –
QI
598
QS Investors
New York
$20K +$18.6K +166 New
SIC
599
Salem Investment Counselors
North Carolina
$18K – – –
AIM
600
Anchor Investment Management
South Carolina
$17.8K +$16.8K +150 New
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