We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
426
Derbend Asset Management
Georgia
$741K +$824K +6,088 New
OneDigital Investment Advisors
427
OneDigital Investment Advisors
Kansas
$739K -$173K -1,279 -17%
WCA
428
Waypoint Capital Advisors
Minnesota
$739K – – –
Index Fund Advisors
429
Index Fund Advisors
California
$737K -$975K -7,200 -54%
EP
430
Eudaimonia Partners
Tennessee
$731K +$812K +6,000 New
WFPG
431
Waller Financial Planning Group
Ohio
$730K +$47.4K +350 +6%
FOA
432
Five Oceans Advisors
California
$728K +$2.44K +18 +0.3%
CBFP
433
Cedar Brook Financial Partners
Ohio
$727K +$12.9K +95 +2%
GPA
434
Guidance Point Advisors
Massachusetts
$712K +$4.47K +33 +0.6%
MW
435
Marcum Wealth
Ohio
$710K -$190K -1,407 -19%
SCA
436
Spearhead Capital Advisors
Florida
$704K -$15M -111,158 -95%
Global Retirement Partners
437
Global Retirement Partners
California
$702K +$114K +842 +19%
CHC
438
City Holding Co
West Virginia
$697K +$1.49K +11 +0.2%
Millennium Management
439
Millennium Management
New York
$687K +$764K +5,644 New
Csenge Advisory Group
440
Csenge Advisory Group
Florida
$674K -$337K -2,493 -31%
Dynamic Advisor Solutions
441
Dynamic Advisor Solutions
Arizona
$668K -$165K -1,220 -18%
SFP
442
Strategic Financial Partners
Oregon
$668K -$85.7K -633 -10%
Koshinski Asset Management
443
Koshinski Asset Management
Illinois
$665K -$21.5K -159 -3%
BCA
444
Bay Colony Advisors
Massachusetts
$663K +$677 +5 +0.1%
HWA
445
Heartwood Wealth Advisors
Virginia
$660K – – –
FA
446
FDx Advisors
Illinois
$659K -$171K -1,261 -19%
EBA
447
Eagle Bay Advisors
New York
$654K -$7.85K -58 -1%
RCA
448
Rex Capital Advisors
Rhode Island
$654K – – –
FIBT
449
First International Bank & Trust
North Dakota
$643K -$8.12K -60 -1%
CHA
450
Carmichael Hill & Associates
Maryland
$640K -$30.2K -223 -4%