We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
601
Dynamic Advisor Solutions
Arizona
$613K +$1.19K +7 +0.2%
WA
602
WP Advisors
California
$613K +$3.06K +18 +0.5%
CRC
603
Curi RMB Capital
Illinois
$609K +$25.5K +150 +5%
LCWP
604
Legacy Capital Wealth Partners
Arkansas
$608K
ECM
605
Evergreen Capital Management
Washington
$606K +$340 +2 +0.1%
TBT
606
Texas Bank & Trust
Texas
$604K +$229K +1,343 +63%
SAM
607
S.A. Mason
Michigan
$601K
WB
608
WesBanco Bank
West Virginia
$599K +$21.3K +125 +4%
Koshinski Asset Management
609
Koshinski Asset Management
Illinois
$599K +$9.36K +55 +2%
AF
610
Amara Financial
California
$598K +$245K +1,442 +73%
BHWM
611
Beaird Harris Wealth Management
Texas
$592K +$25.5K +150 +5%
AWM
612
Apollon Wealth Management
South Carolina
$590K +$72.8K +428 +15%
CWM
613
Collaborative Wealth Management
Florida
$589K -$51K -300 -8%
CMBA
614
C.M. Bidwell & Associates
Hawaii
$586K -$8.34K -49 -1%
AFG
615
Atomi Financial Group
New York
$585K +$5.28K +31 +0.9%
CW
616
CreativeOne Wealth
Kansas
$583K +$53.1K +312 +10%
PCS
617
Private Client Services
Kentucky
$578K +$170 +1 +0%
VF
618
Virtu Financial
New York
$574K -$443K -2,602 -44%
FC
619
Fairscale Capital
New Hampshire
$565K
CHJWM
620
Carlton Hofferkamp & Jenks Wealth Management
Texas
$564K +$170 +1 +0%
VFIC
621
Valley Forge Investment Consultants
Pennsylvania
$564K +$549K +3,229 New
PWP
622
Principle Wealth Partners
Connecticut
$561K -$156K -914 -22%
PIA
623
Pinion Investment Advisors
Kansas
$555K +$6.98K +41 +1%
NWAG
624
Net Worth Advisory Group
Utah
$551K -$1.3M -7,611 -71%
FCP
625
Fidelis Capital Partners
Florida
$550K