We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
376
Woodard & Company Asset Management Group
North Carolina
$265K +$254K +2,767 New
WA
377
Wambolt & Associates
Colorado
$261K
FPCG
378
Fort Pitt Capital Group
Pennsylvania
$260K
Cerity Partners
379
Cerity Partners
New York
$258K +$247K +2,690 New
RJT
380
Raymond James Trust
Florida
$257K -$685K -7,468 -74%
CHP
381
Cable Hill Partners
Oregon
$255K
WWM
382
Western Wealth Management
Colorado
$255K +$244K +2,664 New
VCA
383
Verdence Capital Advisors
Maryland
$246K -$140K -1,523 -37%
WPP
384
Whalerock Point Partners
Rhode Island
$246K -$21K -229 -8%
LWAC
385
Laurel Wealth Advisors (California)
California
$245K -$58K -632 -20%
KA
386
Klingman & Associates
New York
$244K +$1.56K +17 +0.7%
FPS
387
Fieldpoint Private Securities
Connecticut
$243K +$233K +2,539 New
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$241K -$16.9K -184 -7%
ZF
389
Zhang Financial
Michigan
$241K +$825 +9 +0.4%
BEAM
390
Baker Ellis Asset Management
Washington
$240K -$45.9K -500 -17%
DAS
391
Dynamic Advisor Solutions
Arizona
$239K +$229K +2,495 New
CMO
392
Covenant Multifamily Offices
Texas
$237K +$227K +2,477 New
STB
393
S&T Bank
Pennsylvania
$236K
BRWM
394
B. Riley Wealth Management
Tennessee
$236K +$226K +2,460 New
CA
395
Cornerstone Advisory
Maryland
$234K -$2.07M -22,583 -90%
SFI
396
SPC Financial Inc
Maryland
$234K +$224K +2,445 New
NEPPG
397
New England Professional Planning Group
Rhode Island
$233K -$24.4K -266 -11%
NF
398
Nikulski Financial
Iowa
$233K +$223K +2,433 New
HB
399
Homrich & Berg
Georgia
$232K -$40.8K -445 -16%
CC
400
Courier Capital
New York
$225K -$17.8K -194 -8%