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
FB
551
First Bancorp
Maine
$384K +$426K +3,150 New
PA
552
PFG Advisors
Arizona
$384K +$426K +3,150 New
BCP
553
Berkeley Capital Partners
Georgia
$382K -$948 -7 -0.2%
GWA
554
GGM Wealth Advisors
Maryland
$370K +$30.9K +228 +9%
BFA
555
Beacon Financial Advisory
Ohio
$367K -$135K -995 -27%
SSI
556
Scott & Selber Inc
Texas
$365K – – –
YIH
557
Y-Intercept (HK)
Hong Kong
$363K +$404K +2,981 New
FPCG
558
Forum Private Client Group
Indiana
$361K +$54.7K +404 +16%
KA
559
Klingman & Associates
New York
$360K +$3.93K +29 +1%
SIC
560
Salem Investment Counselors
North Carolina
$359K +$252K +1,862 +171%
RC
561
RegentAtlantic Capital
New Jersey
$358K +$398K +2,942 New
CW
562
CreativeOne Wealth
Kansas
$357K -$178K -1,313 -31%
RMDI
563
R.M. Davis Inc
Maine
$357K -$1.35K -10 -0.3%
MA
564
MCF Advisors
Kentucky
$357K – – –
ACM
565
Advisors Capital Management
New Jersey
$355K +$135K +1,000 +64%
PB
566
Pinnacle Bancorp
Nebraska
$352K +$16.8K +124 +4%
BAM
567
Belpointe Asset Management
Nevada
$350K -$106K -784 -21%
BWM
568
BCS Wealth Management
Tennessee
$349K – – –
FW
569
FirstPurpose Wealth
Utah
$349K +$35.9K +265 +10%
SG
570
StoneX Group
New York
$347K -$103K -761 -21%
FPAS
571
Focus Partners Advisor Solutions
Missouri
$346K +$2.98K +22 +0.8%
DY
572
Dowling & Yahnke
California
$346K +$44.5K +329 +13%
PTC
573
Private Trust Company
Ohio
$342K -$15.4K -114 -4%
WLPWM
574
Walled Lake Planning & Wealth Management
Illinois
$339K -$2.44K -18 -0.6%
PFO
575
Pathstone Family Office
New Jersey
$336K +$373K +2,757 New
21 22
23
24 25