We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
401
Key Financial Inc
Pennsylvania
$490K
PCIA
402
Prime Capital Investment Advisors
Kansas
$484K -$10.6K -83 -2%
RFC
403
Regions Financial Corp
Alabama
$479K +$5.25K +41 +1%
ESB
404
Essex Savings Bank
Connecticut
$477K
PA
405
PFG Advisors
Arizona
$473K -$39.7K -310 -8%
GIA
406
Gladstone Institutional Advisory
Florida
$470K +$56K +437 +14%
FFG
407
Ford Financial Group
California
$468K +$8.19K +64 +2%
IWAG
408
Integer Wealth Advisors Group
Georgia
$464K
SAM
409
S.A. Mason
Michigan
$464K
AA
410
Argent Advisors
Louisiana
$459K +$51.2K +400 +13%
KTM
411
Keeler Thomas Management
Utah
$452K +$5.12K +40 +1%
Lido Advisors
412
Lido Advisors
California
$452K +$66.1K +516 +18%
CHJWM
413
Carlton Hofferkamp & Jenks Wealth Management
Texas
$451K +$411K +3,211 New
COF
414
Capital One Financial
Virginia
$449K -$35.5K -277 -8%
CPFP
415
Clear Perspectives Financial Planning
Ohio
$447K +$6.27K +49 +2%
SWP
416
Stratos Wealth Partners
Ohio
$445K +$14.9K +116 +4%
CIAS
417
Capital Investment Advisory Services
North Carolina
$444K +$3.71K +29 +0.9%
WWM
418
Western Wealth Management
Colorado
$442K +$50.2K +392 +14%
NB
419
Nicolet Bankshares
Wisconsin
$438K
BCWM
420
Bartlett & Co Wealth Management
Ohio
$434K
DI
421
Disciplined Investments
Oklahoma
$434K -$9.73K -76 -2%
BC
422
Bartlett & Co
Ohio
$434K
KWM
423
Kingsview Wealth Management
Oregon
$427K -$657K -5,129 -62%
MHS
424
M Holdings Securities
Oregon
$426K +$404K +3,157 New
DCM
425
Donaldson Capital Management
Indiana
$425K -$25.4K -198 -6%