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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
851
Carolinas Wealth Consulting
North Carolina
$5K – – –
JMF
852
Johnson Midwest Financial
Iowa
$5K – – –
LF
853
Lee Financial
Texas
$5K – – –
MM
854
Main Management
California
$5K – – –
TFM
855
TFC Financial Management
Massachusetts
$5K – – –
TAM
856
Townsend Asset Management
North Carolina
$5K – – –
TWP
857
TFO Wealth Partners
Ohio
$4K -$242K -1,644 -99%
SIS
858
Sound Income Strategies
Florida
$4K -$5.15K -35 -58%
JWM
859
Janiczek Wealth Management
Colorado
$4K – – –
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
JGCM
861
Joseph Group Capital Management
Ohio
$4K +$3.82K +26 New
IFA
862
Interactive Financial Advisors
Illinois
$4K +$5.74K +39 New
ARMC
863
American Research & Management Company
Massachusetts
$3K – – –
DAC
864
Dividend Assets Capital
South Carolina
$3K +$3.09K +21 New
PP
865
PFS Partners
New Jersey
$2.29K – – –
ZIG
866
Zullo Investment Group
Pennsylvania
$2K – – –
GIA
867
GHP Investment Advisors
Colorado
$2K +$2.21K +15 New
LWP
868
Laurel Wealth Planning
Minnesota
$2K +$2.35K +16 New
AIA
869
Arcadia Investment Advisors
Idaho
$1.65K – – –
HWM
870
Holloway Wealth Management
Florida
$1K – – –
CT
871
Cambridge Trust
Massachusetts
$1K +$735 +5 New
TCM
872
Tradewinds Capital Management
Washington
$1K +$1.03K +7 New
IWP
873
IAG Wealth Partners
Wisconsin
$1K +$1.47K +10 New
WWP
874
WR Wealth Planners
Missouri
$449 +$441 +3 New
SP
875
Symmetry Partners
Connecticut
– -$21.3M -141,467 Closed
33 34
35
36 37