We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
226
White Lighthouse Investment Management
Massachusetts
$2.77M +$82K +580 +3%
MA
227
MUFG Americas
New York
$2.73M -$114K -806 -4%
HA
228
HFG Advisors
Ohio
$2.67M -$111K -782 -4%
AAS
229
Ameritas Advisory Services
Nebraska
$2.67M +$843K +5,960 +41%
MA
230
MAS Advisors
Florida
$2.64M +$284K +2,005 +11%
SFM
231
Signet Financial Management
New Jersey
$2.64M -$29.7K -210 -1%
NFG
232
Nations Financial Group
Iowa
$2.64M +$143K +1,012 +5%
VCP
233
Verus Capital Partners
Arizona
$2.61M +$510K +3,606 +22%
TC
234
TAGStone Capital
North Carolina
$2.61M +$170K +1,201 +6%
CTC
235
Central Trust Company
Missouri
$2.61M -$397K -2,809 -12%
AFS
236
AFG Fiduciary Services
Massachusetts
$2.51M +$1.02M +7,177 +59%
E
237
ETFidea
New York
$2.48M +$136K +964 +5%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$2.48M +$245K +1,732 +10%
SCA
239
Stillwater Capital Advisors
Pennsylvania
$2.46M +$299K +2,112 +12%
CFGS
240
Concourse Financial Group Securities
Alabama
$2.46M +$64.5K +456 +2%
MWM
241
Maltin Wealth Management
New Jersey
$2.45M -$210K -1,485 -7%
ABC
242
Associated Banc-Corp
Wisconsin
$2.41M +$458K +3,238 +21%
NCMW
243
Northern Capital Management (Washington)
Washington
$2.41M +$539K +3,809 +26%
VWM
244
Valley Wealth Managers
New Jersey
$2.36M -$277K -1,960 -10%
AA
245
Axiom Advisory
California
$2.35M -$154K -1,090 -6%
BJL
246
Brighton Jones LLC
Washington
$2.35M +$50.5K +357 +2%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$2.33M +$141K +994 +6%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$2.31M +$572K +4,045 +29%
DE
249
Day & Ennis
Georgia
$2.31M -$17K -120 -0.7%
VA
250
Valmark Advisers
Ohio
$2.3M +$2.51M +17,765 New