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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$8K +$1.18K +8 +17%
HS
802
Horan Securities
United States
$8K +$7.49K +51 New
HNWA
803
Henrickson Nauta Wealth Advisors
Michigan
$8K +$8.37K +57 New
FCB
804
First Command Bank
Texas
$7K – – –
FCMT
805
Founders Capital Management (Texas)
Texas
$7K – – –
TIM
806
Tortoise Investment Management
New York
$7K – – –
CF
807
Concorde Financial
Texas
$7K +$6.9K +47 New
QCG
808
Quadrant Capital Group
Ohio
$6K +$881 +6 +17%
RDIA
809
RE Dickinson Investment Advisors
Iowa
$6K +$5.87K +40 New
GWMI
810
Guardian Wealth Management (Illinois)
Illinois
$6K +$6.02K +41 New
TC
811
Truvestments Capital
Florida
$6K +$6.02K +41 New
SIC
812
SJS Investment Consulting
Ohio
$6K +$6.17K +42 New
JMF
813
Johnson Midwest Financial
Iowa
$5K -$1.22M -8,339 -100%
MM
814
Main Management
California
$5K -$587 -4 -11%
CAAS
815
Capital Asset Advisory Services
Michigan
$5K – – –
CWC
816
Carolinas Wealth Consulting
North Carolina
$5K – – –
LF
817
Lee Financial
Texas
$5K – – –
TFM
818
TFC Financial Management
Massachusetts
$5K – – –
TAM
819
Townsend Asset Management
North Carolina
$5K – – –
JWM
820
Janiczek Wealth Management
Colorado
$4K – – –
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
ARMC
822
American Research & Management Company
Massachusetts
$3K – – –
TCWM
823
Total Clarity Wealth Management
Illinois
$3K – – –
PP
824
PFS Partners
New Jersey
$2.29K +$2.2K +15 New
FF
825
FourThought Financial
Florida
$2K -$881 -6 -35%
31 32
33
34 35