We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
426
Smithfield Trust
Pennsylvania
$1.1M +$76.8K +523 +8%
Lido Advisors
427
Lido Advisors
California
$1.09M +$83.5K +569 +9%
IWM
428
IHT Wealth Management
Illinois
$1.08M +$59.5K +405 +6%
OC
429
Opinicus Capital
Florida
$1.08M -$122K -831 -11%
ZF
430
Zhang Financial
Michigan
$1.07M +$1.61K +11 +0.2%
RFC
431
Regions Financial Corp
Alabama
$1.05M -$320K -2,181 -24%
9WM
432
9258 Wealth Management
Ohio
$1.04M -$6.9K -47 -0.7%
CFA
433
Cahill Financial Advisors
Minnesota
$1.02M +$213K +1,451 +28%
AIFAIM
434
American Institute for Advanced Investment Management
Arizona
$1.02M -$4.7K -32 -0.5%
LFAS
435
Level Four Advisory Services
Texas
$1.01M
TPCW
436
TD Private Client Wealth
New York
$1.01M -$25.8K -176 -3%
BSW
437
Buckingham Strategic Wealth
Missouri
$1.01M -$54.8K -373 -5%
WTC
438
WhitTier Trust Company
Nevada
$1.01M -$57.4K -391 -6%
HCP
439
Hexagon Capital Partners
Arkansas
$1M -$208K -1,419 -18%
FAT
440
First American Trust
California
$994K +$246K +1,673 +36%
WI
441
WrapManager Inc
California
$990K -$5.73K -39 -0.6%
BWM
442
BKM Wealth Management
Wisconsin
$984K +$32.6K +222 +4%
IPW
443
Intergy Private Wealth
Colorado
$978K +$21.7K +148 +2%
CWM
444
Chemistry Wealth Management
New York
$977K +$4.55K +31 +0.5%
KFP
445
KMG Fiduciary Partners
Ohio
$976K
MLA
446
My Legacy Advisors
Oregon
$954K +$140K +953 +18%
MSFS
447
Main Street Financial Solutions
Pennsylvania
$953K +$8.52K +58 +1%
DI
448
DDFG Inc
California
$951K -$984K -6,703 -52%
TFS
449
Thoroughbred Financial Services
Tennessee
$951K -$161K -1,094 -15%
WCA
450
Waypoint Capital Advisors
Minnesota
$946K -$1.32K -9 -0.1%