We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Barber Financial Group
Kansas
$207K +$202K +2,131 New
BlackRock
252
BlackRock
New York
$201K +$60.8K +641 +45%
AA
253
Ancora Advisors
Ohio
$196K +$191K +2,018 New
IWM
254
IHT Wealth Management
Illinois
$164K +$159K +1,673 New
SF
255
Synovus Financial
Georgia
$161K +$948 +10 +0.6%
IFA
256
Interactive Financial Advisors
Illinois
$146K +$9.39K +99 +7%
WPA
257
West Paces Advisors
Georgia
$145K +$142K +1,495 New
GI
258
Gradient Investments
Minnesota
$141K -$25.2K -266 -15%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$120K +$8.25K +87 +8%
DSC
260
Duncker Streett & Co
Missouri
$112K
BIMC
261
Benson Investment Management Company
Virginia
$101K +$98.8K +1,042 New
NSIM
262
North Star Investment Management
Illinois
$98K
VCM
263
Versant Capital Management
Arizona
$88K -$76.7K -809 -47%
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$85K
BTIS
265
BB&T Investment Services
North Carolina
$82K +$80K +843 New
FPTW
266
Franklin, Parlapiano, Turner & Welch
Texas
$78K
GEA
267
Glen Eagle Advisors
New Jersey
$61.4K +$59.9K +632 New
YWP
268
YorkBridge Wealth Partners
New York
$60K +$58.3K +615 New
SPIA
269
Steward Partners Investment Advisory
New York
$60K +$58.8K +620 New
MRCM
270
M&R Capital Management
New Jersey
$59K
PG
271
Patten Group
Tennessee
$53K +$2.37K +25 +5%
HDIM
272
Hanson & Doremus Investment Management
Vermont
$50.5K +$49.3K +520 New
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46.2K +$45K +475 New
EWM
274
Evercore Wealth Management
New York
$45K
ADL
275
Asset Dedication LLC
California
$41K +$5.03K +53 +14%