We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
601
High Pines Wealth Management
Massachusetts
$291K – – –
AWA
602
Arete Wealth Advisors
Illinois
$288K -$1.24M -8,732 -84%
VBWMG
603
Von Berge Wealth Management Group
California
$288K – – –
FFMBT
604
First Farmers & Merchants Bank Trust
Tennessee
$288K +$2.83K +20 +0.9%
Walleye Capital
605
Walleye Capital
New York
$288K +$315K +2,225 New
SIC
606
Sterling Investment Counsel
New York
$286K +$40.6K +287 +15%
CG
607
Caprock Group
Idaho
$284K -$18.7K -132 -6%
OLA
608
Oliver Luxxe Assets
New Jersey
$284K +$29K +205 +10%
ECM
609
Evergreen Capital Management
Washington
$284K +$30.8K +218 +11%
WP
610
Wealthspan Partners
Iowa
$284K +$71.3K +504 +30%
W
611
WealthOne
New York
$283K -$5.52K -39 -2%
FCM
612
Fourpath Capital Management
Oklahoma
$283K – – –
CAG
613
Compass Advisory Group
New York
$280K -$703K -4,971 -70%
DWP
614
Destiny Wealth Partners
Florida
$277K – – –
GWM
615
Geneos Wealth Management
Colorado
$275K -$101K -713 -25%
SAM
616
Silvercrest Asset Management
New York
$274K – – –
CM
617
Cornerstone Management
Georgia
$273K +$1.98K +14 +0.7%
CAMG
618
CWA Asset Management Group
Florida
$272K -$54.6K -386 -16%
WPP
619
Whalerock Point Partners
Rhode Island
$272K – – –
OWP
620
Obermeyer Wealth Partners
Colorado
$271K – – –
IA
621
IFG Advisory
Georgia
$271K +$26K +184 +10%
SC
622
Sierra Capital
Florida
$269K +$11.9K +84 +4%
FMWA
623
Forvis Mazars Wealth Advisors
Missouri
$269K +$39K +276 +15%
MW
624
Milestone Wealth
New York
$266K -$48.1K -340 -14%
CPP
625
Capasso Planning Partners
South Carolina
$265K +$424 +3 +0.1%