We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
376
TrustCore Financial Services
Tennessee
$230K -$14.9K -136 -6%
Lido Advisors
377
Lido Advisors
California
$230K -$1.09K -10 -0.5%
LFAS
378
Level Four Advisory Services
Texas
$227K -$130K -1,184 -37%
SL
379
Summitry LLC
California
$227K +$329 +3 +0.1%
IWS
380
Insight Wealth Strategies
California
$224K -$2.64M -24,087 -92%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$223K -$15.2K -139 -6%
SA
382
Strategic Advisors
New York
$222K +$657 +6 +0.3%
IFWM
383
Institute for Wealth Management
Colorado
$220K +$2.74K +25 +1%
BIM
384
Bridges Investment Management
Nebraska
$219K +$215K +1,965 New
YWP
385
YorkBridge Wealth Partners
New York
$217K -$27.4K -250 -11%
SCM
386
Southport Capital Management
Tennessee
$215K -$1.86K -17 -0.9%
SWM
387
Selective Wealth Management
Virginia
$215K +$211K +1,929 New
HWA
388
Heritage Wealth Advisors
Virginia
$215K +$211K +1,929 New
WI
389
Wintrust Investments
Illinois
$213K +$6.46K +59 +3%
CAMG
390
CWA Asset Management Group
Florida
$207K +$204K +1,862 New
DY
391
Dowling & Yahnke
California
$206K
MA
392
MCF Advisors
Kentucky
$202K
VAS
393
Vestmark Advisory Solutions
Massachusetts
$201K +$197K +1,802 New
BAM
394
Berkshire Asset Management
Pennsylvania
$201K +$198K +1,809 New
SF
395
Synovus Financial
Georgia
$200K -$3.61K -33 -2%
SWM
396
Sequoia Wealth Management
Illinois
$200K +$197K +1,798 New
VFA
397
Valeo Financial Advisors
Indiana
$188K +$4.05K +37 +2%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$170K
GSWM
399
Golden State Wealth Management
California
$156K +$3.83K +35 +3%
SIM
400
Sonora Investment Management
Arizona
$156K +$5.37K +49 +4%