We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
HL Financial Services
Kentucky
$290K +$283K +2,982 New
AWS
227
AJ Wealth Strategies
New York
$284K +$277K +2,920 New
Truist Financial
228
Truist Financial
North Carolina
$282K +$3.51K +37 +1%
EAM
229
Evanson Asset Management
California
$277K +$474 +5 +0.2%
FHA
230
Flagship Harbor Advisors
Massachusetts
$268K +$260K +2,737 New
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$265K -$9.2K -97 -3%
CFA
232
CT Financial Advisors
Pennsylvania
$263K +$1.61K +17 +0.6%
V
233
Veritable
Delaware
$262K
LI
234
LVZ Inc
Michigan
$259K +$252K +2,660 New
AIM
235
Advantage Investment Management
Iowa
$249K -$1.14K -12 -0.5%
CWM
236
Concert Wealth Management
California
$245K -$1.38M -14,565 -85%
AFP
237
Ausdal Financial Partners
Iowa
$244K +$3.89K +41 +2%
NFP
238
Narus Financial Partners
Utah
$243K +$238K +2,505 New
Brown Advisory
239
Brown Advisory
Maryland
$241K -$78.6K -829 -25%
FTIOP
240
Fiduciary Trust International of Pennsylvania
Pennsylvania
$239K
WTC
241
WhitTier Trust Company
Nevada
$236K +$80.6K +850 +54%
MJRIC
242
Mogy Joel R Investment Counsel
California
$223K
CGL
243
Clarius Group LLC
Washington
$223K +$218K +2,298 New
MFS
244
McNamara Financial Services
Massachusetts
$221K
PL
245
Plancorp LLC
Missouri
$221K +$215K +2,272 New
RCM
246
RB Capital Management
Nevada
$221K +$216K +2,277 New
MC
247
Moors & Cabot
Massachusetts
$220K +$212K +2,239 New
SWPG
248
Strategic Wealth Partners Group
Illinois
$211K +$205K +2,166 New
SWP
249
Stratos Wealth Partners
Ohio
$211K +$206K +2,171 New
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$210K -$13.3K -140 -6%