We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
251
Kovack Advisors
Florida
$478K -$2.73K -24 -0.6%
OLA
252
Oliver Luxxe Assets
New Jersey
$466K +$62.4K +549 +15%
Truist Financial
253
Truist Financial
North Carolina
$460K -$7.73K -68 -2%
MCM
254
Maryland Capital Management
Maryland
$458K +$460K +4,050 New
EAM
255
Evanson Asset Management
California
$446K +$43.7K +385 +11%
FMWA
256
Forvis Mazars Wealth Advisors
Missouri
$445K -$602K -5,300 -57%
WAG
257
Winthrop Advisory Group
Massachusetts
$422K -$140K -1,233 -25%
PIA
258
Pinion Investment Advisors
Kansas
$416K -$22.7K -200 -5%
RFC
259
Regions Financial Corp
Alabama
$406K -$7.95K -70 -2%
RWA
260
Ropes Wealth Advisors
Massachusetts
$404K
PFA
261
Paradigm Financial Advisors
Missouri
$401K -$114 -1 -0%
LFAS
262
Level Four Advisory Services
Texas
$400K -$25.6K -225 -6%
Cerity Partners
263
Cerity Partners
New York
$395K +$397K +3,492 New
BWA
264
BDO Wealth Advisors
Florida
$389K -$2.61K -23 -0.7%
PA
265
Pinnacle Associates
New York
$387K +$83.1K +731 +27%
KF
266
Krilogy Financial
Missouri
$380K -$43.1K -379 -10%
AFP
267
Ausdal Financial Partners
Iowa
$376K
CGL
268
Clarius Group LLC
Washington
$375K
SCG
269
Sonata Capital Group
Washington
$373K -$170K -1,500 -31%
BIA
270
Bigelow Investment Advisors
Maine
$370K -$34.1K -300 -8%
CPO
271
Cerity Partners OCIO
New York
$370K +$90.3K +795 +32%
LWAC
272
Laurel Wealth Advisors (California)
California
$369K +$77K +678 +26%
M&T Bank
273
M&T Bank
New York
$368K +$27.2K +239 +8%
SSI
274
Scott & Selber Inc
Texas
$362K
FHC
275
First Heartland Consultants
Missouri
$361K