We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
676
Arkadios Wealth Advisors
Georgia
$237K -$11K -75 -5%
OSAM
677
O'Shaughnessy Asset Management
Connecticut
$237K
SMC
678
Smith, Moore & Co
Missouri
$236K +$232K +1,580 New
VVP
679
Venture Visionary Partners
Ohio
$231K +$1.03K +7 +0.5%
WFA
680
WMG Financial Advisors
Tennessee
$231K +$230K +1,567 New
ZIM
681
Zacks Investment Management
Illinois
$230K +$226K +1,539 New
TWP
682
Tempus Wealth Planning
California
$229K -$2.28M -15,532 -91%
CAWM
683
Capital Advisors Wealth Management
Washington
$227K -$6.09M -41,396 -96%
ORC
684
O'Rourke & Company
Massachusetts
$226K +$222K +1,510 New
AHC
685
Anderson Hoagland & Co
Missouri
$225K
CNBT
686
Cornerstone National Bank & Trust
Illinois
$224K -$19.1K -130 -8%
SIMG
687
Sonora Investment Management Group
Arizona
$224K
LA
688
LexAurum Advisors
Kansas
$224K +$220K +1,497 New
CT
689
Caldwell Trust
Florida
$223K +$3.38K +23 +2%
AC
690
Abbrea Capital
California
$222K
BFM
691
Broadview Financial Management
Wisconsin
$222K +$1.03K +7 +0.5%
Deutsche Bank
692
Deutsche Bank
Germany
$220K
PL
693
Plancorp LLC
Missouri
$214K -$108K -736 -34%
B
694
Bailard
California
$214K
YWP
695
YorkBridge Wealth Partners
New York
$214K
VW
696
Vance Wealth
California
$214K +$210K +1,429 New
NF
697
Nikulski Financial
Iowa
$212K -$27.2K -185 -12%
CA
698
Clearstead Advisors
Ohio
$211K -$294 -2 -0.1%
OHWP
699
Oak Harbor Wealth Partners
North Carolina
$210K
EWM
700
Endowment Wealth Management
Wisconsin
$210K +$882 +6 +0.4%