We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
426
Doyle Wealth Management
Florida
$45K +$50.1K +477 New
MWA
427
Meridian Wealth Advisors
Texas
$43K +$47.2K +450 New
BWM
428
BerganKDV Wealth Management
Minnesota
$42K – – –
IFAM
429
Institutional & Family Asset Management
Colorado
$42K +$46.6K +444 New
CCM
430
Cribstone Capital Management
Maine
$40K +$945 +9 +2%
SMG
431
Spectrum Management Group
Indiana
$40K +$43.7K +416 New
PWM
432
PRW Wealth Management
Massachusetts
$40K +$44.1K +420 New
HDIM
433
Hanson & Doremus Investment Management
Vermont
$39K – – –
EWM
434
Executive Wealth Management
Michigan
$36K +$38.2K +364 New
AIA
435
Alera Investment Advisors
Illinois
$36K +$40.2K +383 New
IF
436
Ironwood Financial
Arizona
$35K – – –
RWA
437
River Wealth Advisors
Pennsylvania
$35K – – –
KPW
438
Kore Private Wealth
New York
$35K +$38.3K +365 New
CB
439
Community Bank
New York
$34K – – –
CFN
440
Cordasco Financial Network
Florida
$34K – – –
PFBT
441
Parkside Financial Bank & Trust
Missouri
$34K +$18.4K +175 +98%
GEA
442
Glen Eagle Advisors
New Jersey
$32.9K – – –
MAU
443
MRA Associates USA
Arizona
$32K +$35.7K +340 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$244K -2,320 -88%
LIA
445
LS Investment Advisors
Michigan
$31K – – –
BBHC
446
Brown Brothers Harriman & Co
New York
$31K +$34.5K +329 New
TCM
447
TD Capital Management
Tennessee
$30K +$33.5K +319 New
BBA
448
Braun-Bostich & Associates
Pennsylvania
$27K – – –
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
CFD
450
Creative Financial Designs
Indiana
$25K +$420 +4 +2%
16 17
18
19 20