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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
676
Bedel Financial Consulting
Indiana
$7K +$6.91K +54 New
PWMG
677
Prestige Wealth Management Group
New Jersey
$6K -$896 -7 -13%
FCMT
678
Founders Capital Management (Texas)
Texas
$6K – – –
MM
679
Main Management
California
$6K – – –
TIM
680
Tortoise Investment Management
New York
$6K +$384 +3 +7%
SCM
681
SevenOneSeven Capital Management
Pennsylvania
$6K +$6.02K +47 New
HWMA
682
Heritage Wealth Management (Arizona)
Arizona
$6K +$6.15K +48 New
CWC
683
Carolinas Wealth Consulting
North Carolina
$5K – – –
TAM
684
Townsend Asset Management
North Carolina
$5K – – –
LF
685
Lee Financial
Texas
$5K +$4.48K +35 New
QCG
686
Quadrant Capital Group
Ohio
$5K +$4.74K +37 New
BCA
687
Berman Capital Advisors
Georgia
$4K – – –
FCA
688
FinTrust Capital Advisors
South Carolina
$3K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SFA
691
Stewardship Financial Advisors
Georgia
$3K +$2.56K +20 New
FF
692
FourThought Financial
Florida
$2K -$768 -6 -21%
COCM
693
Charter Oak Capital Management
New Hampshire
$2K +$2.31K +18 New
TCWM
694
Total Clarity Wealth Management
Illinois
$2K +$2.31K +18 New
AIA
695
Arcadia Investment Advisors
Idaho
$1.48K – – –
RWG
696
Regal Wealth Group
California
$1K – – –
CWP
697
Concord Wealth Partners
Virginia
$1K +$1.02K +8 New
NYLIM
698
New York Life Investment Management
New York
– -$8.85M -74,362 Closed
SL
699
Systelligence LLC
Minnesota
– -$7.07M -59,463 Closed
HMS
700
Hanseatic Management Services
New Mexico
– -$1.8M -15,098 Closed
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