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
GRP
426
Global Retirement Partners
California
$142K +$9.55K +86 +7%
SBL
427
Sargent Bickham Lagudis
Colorado
$136K – – –
TW
428
Towerpoint Wealth
California
$127K +$125K +1,127 New
SFS
429
Sowell Financial Services
Arkansas
$125K +$123K +1,106 New
LB
430
Legacy Bridge
Iowa
$123K – – –
VCM
431
Vigilant Capital Management
Maine
$113K – – –
BAMG
432
Brand Asset Management Group
Missouri
$112K -$11.1K -100 -9%
BAM
433
Belpointe Asset Management
Nevada
$112K +$110K +987 New
FPB
434
First PREMIER Bank
South Dakota
$111K – – –
GWM
435
Geneos Wealth Management
Colorado
$109K +$9.55K +86 +10%
CFGS
436
Concourse Financial Group Securities
Alabama
$108K -$175K -1,574 -62%
TA
437
Thor Advisors
New York
$107K +$105K +947 New
JGIA
438
Jackson Grant Investment Advisers
Connecticut
$105K +$1K +9 +1%
TL
439
TrueWealth LLC
Georgia
$104K +$555 +5 +0.5%
CFA
440
Carroll Financial Associates
North Carolina
$102K -$17.4K -157 -15%
TSW
441
Thompson Siegel & Walmsley
Virginia
$99K – – –
TWA
442
TCI Wealth Advisors
Arizona
$97K – – –
PFGIA
443
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$21.9K +197 +30%
CMBA
444
C.M. Bidwell & Associates
Hawaii
$95K +$3.11K +28 +3%
PA
445
Parallel Advisors
California
$94K -$8K -72 -8%
JCM
446
Jacobi Capital Management
Pennsylvania
$90K -$25.5M -229,668 -100%
PMFA
447
Plante Moran Financial Advisors
Michigan
$90K +$88.3K +795 New
PB
448
Pinnacle Bancorp
Nebraska
$89K – – –
AIM
449
Advantage Investment Management
Iowa
$82K -$50K -450 -38%
AF
450
Allworth Financial
California
$82K +$69.9K +629 +629%
16 17
18
19 20