We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Ameritas Advisory Services
Nebraska
$1.84M +$67.1K +442 +4%
KWM
327
Kingsview Wealth Management
Oregon
$1.8M +$65.3K +430 +4%
GP
328
Girard Partners
Pennsylvania
$1.8M -$62.4K -411 -3%
WA
329
Wambolt & Associates
Colorado
$1.78M +$69.2K +456 +4%
P
330
&Partners
Tennessee
$1.78M +$1.18M +7,803 +195%
PFA
331
Pathway Financial Advisors
Vermont
$1.77M
CFSG
332
Clark Financial Services Group
Missouri
$1.76M +$87.1K +574 +5%
CANC
333
Culbertson A N & Co
Virginia
$1.73M +$26.6K +175 +2%
FC
334
Forte Capital
New York
$1.72M -$848K -5,590 -33%
WDL
335
Well Done LLC
Michigan
$1.71M -$50.8K -335 -3%
MFG
336
MidWestOne Financial Group
Iowa
$1.71M -$47.8K -315 -3%
FPAS
337
Focus Partners Advisor Solutions
Missouri
$1.7M +$241K +1,588 +16%
OC
338
Oppenheimer & Co
New York
$1.68M +$386K +2,543 +29%
Wellington Management Group
339
Wellington Management Group
Massachusetts
$1.67M
GAI
340
General American Investors
New York
$1.65M
MG
341
Mather Group
Illinois
$1.65M +$138K +908 +9%
BSHC
342
Breed's Hill Capital
Massachusetts
$1.65M
WTFG
343
Wells Trecaso Financial Group
Ohio
$1.64M +$16.8K +111 +1%
ATC
344
Argent Trust Co
Tennessee
$1.63M -$10K -66 -0.6%
CAG
345
Csenge Advisory Group
Florida
$1.63M +$362K +2,384 +28%
REMPR
346
Roof Eidam Maycock Peralta (REMP)
California
$1.63M +$73.6K +485 +5%
TPA
347
Trivium Point Advisory
Connecticut
$1.63M -$185K -1,219 -10%
BP
348
Ballentine Partners
Massachusetts
$1.62M
SVWAG
349
Sound View Wealth Advisors Group
Georgia
$1.61M -$475K -3,131 -23%
TC
350
TownSquare Capital
Utah
$1.61M +$182K +1,202 +13%