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
TF
576
Theory Financial
Colorado
$324K +$317K +2,157 New
VBWMG
577
Von Berge Wealth Management Group
California
$324K +$326K +2,218 New
FFMBT
578
First Farmers & Merchants Bank Trust
Tennessee
$323K +$316K +2,150 New
PG
579
Prostatis Group
Maryland
$322K -$120K -814 -28%
DWP
580
Destiny Wealth Partners
Florida
$322K – – –
VWM
581
Venturi Wealth Management
Texas
$320K +$312K +2,126 New
MC
582
Moors & Cabot
Massachusetts
$316K +$68.4K +466 +28%
WPP
583
Whalerock Point Partners
Rhode Island
$315K – – –
OWP
584
Obermeyer Wealth Partners
Colorado
$315K – – –
NRI
585
NFP Retirement Inc
California
$314K +$88.4K +602 +40%
CA
586
Continuum Advisory
Idaho
$314K -$95.7K -652 -24%
BBA
587
BLB&B Advisors
Pennsylvania
$311K -$43.9K -299 -13%
MCM
588
Maryland Capital Management
Maryland
$310K +$4.55K +31 +2%
SBIA
589
Sheaff Brock Investment Advisors
Indiana
$309K +$27.9K +190 +10%
MFG
590
Magnus Financial Group
New York
$309K +$34.2K +233 +13%
LSPW
591
Lake Street Private Wealth
Illinois
$308K +$56.7K +386 +23%
QWM
592
Quaker Wealth Management
New Jersey
$307K +$300K +2,045 New
SG
593
StoneX Group
New York
$303K +$296K +2,017 New
OLA
594
Oliver Luxxe Assets
New Jersey
$303K +$8.08K +55 +3%
MMPW
595
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SA
596
Strategic Advisors
New York
$302K – – –
NWA
597
Navis Wealth Advisors
New York
$301K – – –
NAS
598
Nicolet Advisory Services
Wisconsin
$301K +$147 +1 +0%
LS
599
Leelyn Smith
Illinois
$301K +$74.7K +509 +34%
CG
600
Caprock Group
Idaho
$300K +$4.99K +34 +2%
22 23
24
25 26