We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
401
Prospera Financial Services
Texas
$212K +$209K +1,879 New
BRWM
402
B. Riley Wealth Management
Tennessee
$205K -$3.22K -29 -2%
MA
403
MCF Advisors
Kentucky
$205K – – –
BAM
404
Berkshire Asset Management
Pennsylvania
$204K – – –
VAS
405
Vestmark Advisory Solutions
Massachusetts
$204K – – –
SF
406
Synovus Financial
Georgia
$204K +$2K +18 +1%
SWM
407
Sequoia Wealth Management
Illinois
$203K – – –
CSA
408
Cottage Street Advisors
Massachusetts
$203K +$200K +1,796 New
CAMG
409
CWA Asset Management Group
Florida
$202K -$7.33K -66 -4%
BS
410
Boenning & Scattergood
Pennsylvania
$201K +$197K +1,777 New
LNWWM
411
Laird Norton Wetherby Wealth Management
California
$200K +$197K +1,769 New
VFA
412
Valeo Financial Advisors
Indiana
$194K +$3.56K +32 +2%
NSIM
413
North Star Investment Management
Illinois
$186K +$183K +1,648 New
TF
414
TimeScale Financial
Massachusetts
$180K -$91.5K -824 -34%
AP
415
Atwood & Palmer
Missouri
$168K +$166K +1,490 New
PCIA
416
Prime Capital Investment Advisors
Kansas
$164K +$88.1K +793 +121%
GSWM
417
Golden State Wealth Management
California
$159K – – –
Bessemer Group
418
Bessemer Group
New Jersey
$157K -$185K -1,669 -55%
BWM
419
Baystate Wealth Management
Massachusetts
$155K +$1.44K +13 +1%
SIM
420
Sonora Investment Management
Arizona
$153K -$5.44K -49 -3%
WEC
421
Winslow Evans & Crocker
Massachusetts
$152K – – –
VRM
422
Vectors Research Management
New York
$151K – – –
TFGT
423
TS Financial Group (TSFG)
Illinois
$147K -$4.89K -44 -3%
TFS
424
TrustCore Financial Services
Tennessee
$146K -$86.3K -777 -38%
BlackRock
425
BlackRock
New York
$144K +$25K +225 +21%