We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
426
SeaCrest Wealth Management
New York
$519K +$8.48K +60 +2%
IWC
427
Integrated Wealth Concepts
Massachusetts
$510K +$99.9K +707 +24%
5L
428
55I LLC
Massachusetts
$507K +$123K +872 +32%
AAS
429
Avantax Advisory Services
Texas
$506K +$130K +920 +34%
GIA
430
Gladstone Institutional Advisory
Florida
$503K +$13.6K +96 +3%
TCOV
431
Trust Company of Vermont
Vermont
$502K +$181K +1,283 +56%
PA
432
PFG Advisors
Arizona
$495K +$1.55K +11 +0.3%
SAM
433
S.A. Mason
Michigan
$488K +$4.95K +35 +1%
BCP
434
Berkeley Capital Partners
Georgia
$484K +$96.2K +681 +25%
PCM
435
Parsons Capital Management
Rhode Island
$483K +$140K +989 +40%
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$480K +$483K +3,419 New
AA
437
Argent Advisors
Louisiana
$478K
Principal Financial Group
438
Principal Financial Group
Iowa
$474K +$217K +1,537 +84%
Millennium Management
439
Millennium Management
New York
$474K +$476K +3,371 New
FA
440
FC Advisory
Pennsylvania
$470K +$90.2K +638 +24%
COF
441
Capital One Financial
Virginia
$468K
Lido Advisors
442
Lido Advisors
California
$467K -$3.67K -26 -0.8%
CPFP
443
Clear Perspectives Financial Planning
Ohio
$466K
PPA
444
Parametric Portfolio Associates
Washington
$466K +$469K +3,319 New
SWP
445
Stratos Wealth Partners
Ohio
$463K -$424 -3 -0.1%
HIC
446
Holderness Investments Company
North Carolina
$461K +$92.7K +656 +25%
NB
447
Nicolet Bankshares
Wisconsin
$456K
DI
448
Disciplined Investments
Oklahoma
$456K +$4.38K +31 +1%
BCWM
449
Bartlett & Co Wealth Management
Ohio
$452K
FFG
450
Ford Financial Group
California
$452K -$35.9K -254 -7%