We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
Ancora Advisors
Ohio
$91K
LB
427
Legacy Bridge
Iowa
$88K
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$86K +$36.5K +339 +48%
CBT
429
Capital Bank & Trust
California
$83K +$110K +1,017 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$80K -$106K -985 -50%
BAMG
431
Brand Asset Management Group
Missouri
$80K
FPB
432
First PREMIER Bank
South Dakota
$80K
CA
433
Clearstead Advisors
Ohio
$80K +$106K +985 New
JGIA
434
Jackson Grant Investment Advisers
Connecticut
$77K +$862 +8 +0.9%
NSIM
435
North Star Investment Management
Illinois
$76K -$76.5K -710 -43%
CMBA
436
C.M. Bidwell & Associates
Hawaii
$76K -$30.9K -287 -24%
BWM
437
Baystate Wealth Management
Massachusetts
$75K -$71.8K -667 -42%
TF
438
TimeScale Financial
Massachusetts
$75K -$71.8K -667 -42%
TL
439
TrueWealth LLC
Georgia
$75K
OPS
440
Orion Portfolio Solutions
Nebraska
$74K +$862 +8 +0.9%
CFA
441
Carroll Financial Associates
North Carolina
$73K +$108 +1 +0.1%
FCM
442
Firestone Capital Management
Florida
$72K +$27.5K +255 +40%
BW
443
Bison Wealth
Georgia
$71K -$5.06K -47 -5%
CCM
444
Covington Capital Management
California
$68K -$5.38K -50 -6%
PMFA
445
Plante Moran Financial Advisors
Michigan
$68K +$3.55K +33 +4%
GSWM
446
Golden State Wealth Management
California
$67K +$89.1K +827 New
RCA
447
Ranch Capital Advisors
Florida
$66K -$365K -3,391 -81%
MPCG
448
Matrix Private Capital Group
New York
$66K +$2.15K +20 +3%
FP
449
Financial Perspectives
Minnesota
$65.8K
PA
450
Parallel Advisors
California
$65K -$3.45K -32 -4%