We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
476
Three Bridge Wealth Advisors
California
$962K +$36.8K +218 +4%
BI
477
Berkeley Inc
Idaho
$956K -$1.02M -6,022 -50%
CHC
478
City Holding Co
West Virginia
$951K +$62.4K +370 +7%
IWM
479
IHT Wealth Management
Illinois
$943K -$265K -1,573 -21%
MCM
480
MidAtlantic Capital Management
Virginia
$937K +$1.86K +11 +0.2%
HCP
481
Hexagon Capital Partners
Arkansas
$937K -$51.3K -304 -5%
RWP
482
RWA Wealth Partners
Massachusetts
$935K +$44.9K +266 +5%
SLT
483
St Louis Trust
Missouri
$929K
RWM
484
Ritholtz Wealth Management
New York
$929K +$4.05K +24 +0.4%
NLP
485
Next Level Private
New York
$926K +$3.54K +21 +0.4%
PA
486
Prossimo Advisors
California
$922K -$15.4K -91 -2%
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$921K
KFP
488
KMG Fiduciary Partners
Ohio
$919K -$43.9K -260 -4%
FFS
489
Founders Financial Securities
Maryland
$919K -$433K -2,568 -31%
SFC
490
Strategic Financial Concepts
Texas
$918K +$10.5K +62 +1%
IAA
491
Independent Advisor Alliance
North Carolina
$918K +$957K +5,673 New
AFG
492
Atomi Financial Group
New York
$914K +$953K +5,648 New
Franklin Resources
493
Franklin Resources
California
$912K -$21.1K -125 -2%
WF
494
Warner Financial
Maryland
$912K +$244K +1,447 +35%
TI
495
Truepoint Inc
Ohio
$911K -$81.1K -481 -8%
BFA
496
Buttonwood Financial Advisors
Maryland
$905K +$188K +1,116 +25%
C
497
Croban
Ohio
$897K +$936K +5,548 New
ORC
498
O'Rourke & Company
Massachusetts
$897K -$31K -184 -3%
AA
499
Ancora Advisors
Ohio
$896K +$43.7K +259 +5%
FNBT
500
FineMark National Bank & Trust
Florida
$892K +$188K +1,113 +25%