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
PWMG
676
Prestige Wealth Management Group
New Jersey
$6K -$896 -7 -13%
FCMT
677
Founders Capital Management (Texas)
Texas
$6K – – –
MM
678
Main Management
California
$6K – – –
TIM
679
Tortoise Investment Management
New York
$6K +$384 +3 +7%
SCM
680
SevenOneSeven Capital Management
Pennsylvania
$6K +$6.02K +47 New
HWMA
681
Heritage Wealth Management (Arizona)
Arizona
$6K +$6.15K +48 New
CWC
682
Carolinas Wealth Consulting
North Carolina
$5K – – –
TAM
683
Townsend Asset Management
North Carolina
$5K – – –
LF
684
Lee Financial
Texas
$5K +$4.48K +35 New
QCG
685
Quadrant Capital Group
Ohio
$5K +$4.74K +37 New
BCA
686
Berman Capital Advisors
Georgia
$4K – – –
FCA
687
FinTrust Capital Advisors
South Carolina
$3K – – –
JWA
688
JFS Wealth Advisors
Pennsylvania
$3K – – –
LWANC
689
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
SFA
690
Stewardship Financial Advisors
Georgia
$3K +$2.56K +20 New
FF
691
FourThought Financial
Florida
$2K -$768 -6 -21%
COCM
692
Charter Oak Capital Management
New Hampshire
$2K +$2.31K +18 New
TCWM
693
Total Clarity Wealth Management
Illinois
$2K +$2.31K +18 New
AIA
694
Arcadia Investment Advisors
Idaho
$1.48K – – –
RWG
695
Regal Wealth Group
California
$1K – – –
CWP
696
Concord Wealth Partners
Virginia
$1K +$1.02K +8 New
BBHC
697
Brown Brothers Harriman & Co
New York
$358 -$8.32K -65 -2%
FGAM
698
Financial Gravity Asset Management
Texas
$32 – – –
NYLIM
699
New York Life Investment Management
New York
– -$8.85M -74,362 Closed
SL
700
Systelligence LLC
Minnesota
– -$7.07M -59,463 Closed
26 27
28
29 30