We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Silverlake Wealth Management
Vermont
$322K +$111K +800 +50%
RRA
652
Round Rock Advisors
Connecticut
$318K -$832 -6 -0.3%
WWM
653
Western Wealth Management
Colorado
$316K -$15.3K -110 -4%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$314K – – –
ECM
655
Evergreen Capital Management
Washington
$313K +$20.8K +150 +7%
VBWMG
656
Von Berge Wealth Management Group
California
$312K +$1.8K +13 +0.6%
NB
657
Nicolet Bankshares
Wisconsin
$306K -$798K -5,750 -72%
LA
658
LexAurum Advisors
Kansas
$301K -$7.08K -51 -2%
TSS
659
Two Sigma Securities
New York
$300K +$311K +2,239 New
WP
660
Wealthspan Partners
Iowa
$299K -$5.55K -40 -2%
OA
661
Oxbow Advisors
Texas
$299K – – –
CAMG
662
CWA Asset Management Group
Florida
$295K -$75.2K -542 -20%
AWA
663
Arkadios Wealth Advisors
Georgia
$295K +$2.64K +19 +0.9%
ACI
664
Alpha Cubed Investments
California
$294K +$304K +2,194 New
HAG
665
HF Advisory Group
Maryland
$292K -$3.33K -24 -1%
SL
666
Salomon & Ludwin
Virginia
$291K – – –
BBA
667
BLB&B Advisors
Pennsylvania
$288K +$298K +2,150 New
DWP
668
Destiny Wealth Partners
Florida
$287K – – –
VWA
669
V Wealth Advisors
Kansas
$286K +$296K +2,133 New
FMWA
670
Forvis Mazars Wealth Advisors
Missouri
$286K +$16.5K +119 +6%
VPP
671
Vertex Planning Partners
Illinois
$283K – – –
CTA
672
Colonial Trust Advisors
South Carolina
$278K -$1.67K -12 -0.6%
DWT
673
Dorsey & Whitney Trust
South Dakota
$278K -$33.6K -242 -10%
CM
674
Cornerstone Management
Georgia
$277K – – –
GFWA
675
Grey Fox Wealth Advisors
Delaware
$276K -$694 -5 -0.2%