We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$108K +$100K +1,085 +1,669%
DSC
227
Duncker Streett & Co
Missouri
$107K +$370 +4 +0.3%
SFPM
228
Sensible Financial Planning & Management
Massachusetts
$105K – – –
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$102K +$105K +1,140 New
NSIM
230
North Star Investment Management
Illinois
$94K +$4.16K +45 +5%
JGIA
231
Jackson Grant Investment Advisers
Connecticut
$82K +$463 +5 +0.6%
FPTW
232
Franklin, Parlapiano, Turner & Welch
Texas
$75K – – –
MRCM
233
M&R Capital Management
New Jersey
$57K – – –
IWMPD
234
Integrated Wealth Management (Palm Desert)
California
$57K +$30.1K +325 +114%
PG
235
Patten Group
Tennessee
$46.2K -$2.22K -24 -5%
EWM
236
Evercore Wealth Management
New York
$43K – – –
CG
237
Cutler Group
California
$41K +$41.3K +446 New
CCM
238
Cribstone Capital Management
Maine
$37K +$6.48K +70 +21%
IF
239
Ironwood Financial
Arizona
$35K – – –
ADL
240
Asset Dedication LLC
California
$34K +$185 +2 +0.5%
CHP
241
Cable Hill Partners
Oregon
$33K -$12.1K -131 -27%
LIA
242
LS Investment Advisors
Michigan
$30K – – –
SEI Investments
243
SEI Investments
Pennsylvania
$28K +$27.9K +302 New
RWM
244
Raffa Wealth Management
District of Columbia
$22.4K +$93 +1 +0.4%
Legal & General Group
245
Legal & General Group
United Kingdom
$22K – – –
OC
246
Oakworth Capital
Alabama
$22K +$22.2K +240 New
JFA
247
JNBA Financial Advisors
Minnesota
$20K -$5.76M -62,236 -100%
S
248
SignatureFD
Georgia
$20K +$833 +9 +4%
CB
249
Community Bank
New York
$19K – – –
WOC
250
West Oak Capital
California
$18.7K -$9.25K -100 -33%