We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
476
Novare Capital Management
North Carolina
$671K
JWA
477
JFS Wealth Advisors
Pennsylvania
$667K +$12.2K +88 +2%
RFS
478
Retirement Financial Solutions
Tennessee
$667K +$705K +5,091 New
CHA
479
Carmichael Hill & Associates
Maryland
$664K -$11.1K -80 -2%
JPLA
480
Joseph P. Lucia & Associates
New York
$663K -$150K -1,086 -18%
PIA
481
Pinion Investment Advisors
Kansas
$663K +$67.7K +489 +11%
WMWM
482
Whitaker-Myers Wealth Managers
Ohio
$660K +$85.5K +617 +14%
CPRC
483
Consolidated Portfolio Review Corp
New York
$654K -$2.35K -17 -0.3%
Legacy Financial Group (Iowa)
484
Legacy Financial Group (Iowa)
Iowa
$653K +$691K +4,989 New
GIA
485
Gladstone Institutional Advisory
Florida
$648K +$16.2K +117 +2%
MMPW
486
Mitchell McLeod Pugh & Williams
Alabama
$647K +$51.9K +375 +8%
PI
487
PFG Investments
New York
$647K +$3.32K +24 +0.5%
CA
488
Clearstead Advisors
Ohio
$643K +$302K +2,184 +80%
CAG
489
Csenge Advisory Group
Florida
$638K +$16.6K +120 +3%
JCM
490
Jacobi Capital Management
Pennsylvania
$637K -$21.9K -158 -3%
FIA
491
Foundations Investment Advisors
Arizona
$636K +$452K +3,267 +205%
TBWA
492
Three Bridge Wealth Advisors
California
$634K +$8.45K +61 +1%
GCM
493
G2 Capital Management
Ohio
$632K
MLA
494
My Legacy Advisors
Oregon
$614K -$21.5K -155 -3%
AMM
495
American Money Management
California
$611K -$47.6K -344 -7%
CWM
496
Collaborative Wealth Management
Florida
$611K -$17.3K -125 -3%
CWM
497
Connecticut Wealth Management
Connecticut
$610K +$64.1K +463 +11%
LWM
498
Liberty Wealth Management
California
$610K +$12.1K +87 +2%
AFG
499
AFS Financial Group
Maryland
$609K -$75.3K -544 -10%
FA
500
Financial Alternatives
California
$601K +$970 +7 +0.2%