We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
476
Huntington National Bank
Ohio
$571K
GRP
477
Global Retirement Partners
California
$570K +$26.3K +186 +4%
AIC
478
Archer Investment Corporation
Indiana
$566K -$3.11K -22 -0.5%
NSIM
479
North Star Investment Management
Illinois
$563K +$1.42K +10 +0.2%
JIC
480
Joel Isaacson & Co
New York
$560K +$612K +4,323 New
Bessemer Group
481
Bessemer Group
New Jersey
$556K -$48.4M -341,937 -99%
RFC
482
Regions Financial Corp
Alabama
$556K +$1.13K +8 +0.2%
YWS
483
Yarger Wealth Strategies
Ohio
$556K +$2.69K +19 +0.5%
CW
484
CreativeOne Wealth
Kansas
$550K +$251K +1,777 +72%
ODIJL
485
One Day In July LLC
Vermont
$548K -$4.95K -35 -0.8%
IC
486
IEQ Capital
California
$547K -$8.63K -61 -1%
SW
487
SVB Wealth
Massachusetts
$545K +$55K +389 +10%
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$542K +$592K +4,183 New
MFS
489
McNamara Financial Services
Massachusetts
$538K -$3.25K -23 -0.6%
SWM
490
SeaCrest Wealth Management
New York
$531K
MF
491
Meridian Financial
Massachusetts
$523K +$130K +921 +30%
LS
492
Leelyn Smith
Illinois
$520K +$283K +2,004 +100%
ST
493
Smithfield Trust
Pennsylvania
$519K -$11.7K -83 -2%
GPA
494
Garrison Point Advisors
California
$514K
CF
495
Centaurus Financial
California
$507K -$2.83K -20 -0.5%
SQA
496
Simon Quick Advisors
New Jersey
$504K -$1.25M -8,819 -71%
KFI
497
Key Financial Inc
Pennsylvania
$504K
AWM
498
Apollon Wealth Management
South Carolina
$504K +$12.7K +90 +2%
CWM
499
Calamos Wealth Management
Illinois
$503K
IWC
500
Integrated Wealth Concepts
Massachusetts
$502K +$50.8K +359 +10%