We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
501
Liberty Wealth Management
California
$633K +$133 +1 +0%
PIA
502
Pinion Investment Advisors
Kansas
$632K +$203K +1,522 +50%
MMPW
503
Mitchell McLeod Pugh & Williams
Alabama
$632K +$38K +285 +7%
SG
504
StoneX Group
New York
$632K +$98.1K +736 +19%
CAC
505
Certified Advisory Corp
Florida
$632K -$60.7K -455 -9%
SWM
506
SeaCrest Wealth Management
New York
$624K +$533 +4 +0.1%
VCA
507
Verdence Capital Advisors
Maryland
$614K -$140K -1,048 -19%
WMWM
508
Whitaker-Myers Wealth Managers
Ohio
$612K +$187K +1,400 +46%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$610K +$4K +30 +0.7%
FAAM
510
First Ascent Asset Management
Colorado
$605K +$6.26K +47 +1%
FFS
511
Founders Financial Securities
Maryland
$605K +$1.6K +12 +0.3%
NP
512
NorthRock Partners
Minnesota
$602K +$1.07K +8 +0.2%
CD
513
Chapin Davis
Maryland
$601K -$10.7K -80 -2%
NFP
514
Narus Financial Partners
Utah
$601K -$50.5K -379 -8%
LA
515
Latitude Advisors
Florida
$594K -$3.73K -28 -0.6%
MFS
516
McNamara Financial Services
Massachusetts
$592K -$3.87K -29 -0.7%
IC
517
IEQ Capital
California
$591K +$6.13K +46 +1%
NL
518
NWAM LLC
Washington
$591K +$248K +1,864 +77%
CWM
519
Connecticut Wealth Management
Connecticut
$581K -$22.5K -169 -4%
EFL
520
ERn Financial LLC
Wisconsin
$578K -$3.47K -26 -0.6%
MF
521
Meridian Financial
Massachusetts
$568K -$12.7K -95 -2%
CWM
522
Calamos Wealth Management
Illinois
$563K +$14.8K +111 +3%
FIBT
523
First International Bank & Trust
North Dakota
$560K – – –
TI
524
Tidal Investments
Wisconsin
$560K +$540K +4,049 New
FFL
525
Financial Freedom LLC
Ohio
$559K -$3.07K -23 -0.6%
19 20
21
22 23