We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
526
Bishop & Co Investment Management
Pennsylvania
$734K
CFGA
527
Cambridge Financial Group (Arizona)
Arizona
$731K +$79.2K +498 +13%
IA
528
IFP Advisors
Florida
$730K -$65.3K -411 -9%
IA
529
Inspire Advisors
Idaho
$729K -$21K -132 -3%
MF
530
Meridian Financial
Massachusetts
$729K -$22.9K -144 -3%
SCM
531
Spreng Capital Management
Ohio
$728K +$690K +4,340 New
MFS
532
McNamara Financial Services
Massachusetts
$727K -$21.5K -135 -3%
WAM
533
WNY Asset Management
New York
$724K -$12.2K -77 -2%
AWM
534
Axxcess Wealth Management
California
$716K +$322K +2,027 +90%
AWM
535
Aspire Wealth Management
Massachusetts
$708K -$20.2K -127 -3%
Renaissance Technologies
536
Renaissance Technologies
New York
$704K +$350K +2,200 +110%
WF
537
Warner Financial
Maryland
$703K +$8.74K +55 +1%
CP
538
Creekside Partners
California
$701K +$29.9K +188 +5%
DW30
539
Drucker Wealth 3.0
New Jersey
$701K -$16.2K -102 -2%
BB
540
Busey Bank
Illinois
$686K
EFL
541
ERn Financial LLC
Wisconsin
$682K
CWM
542
Calamos Wealth Management
Illinois
$682K
YWS
543
Yarger Wealth Strategies
Ohio
$680K +$6.84K +43 +1%
ODIJL
544
One Day In July LLC
Vermont
$679K
UCFA
545
United Capital Financial Advisors
Texas
$678K
GCM
546
G2 Capital Management
Ohio
$673K
PFPT
547
Pinnacle Financial Partners (Tennessee)
Tennessee
$665K +$57.7K +363 +10%
KWAG
548
Kiely Wealth Advisory Group
North Carolina
$661K -$827K -5,201 -57%
IAG
549
Investmark Advisory Group
Connecticut
$652K -$2.86K -18 -0.5%
CWM
550
Collaborative Wealth Management
Florida
$651K -$9.54K -60 -2%