We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$11.5M +$341K +3,244 +3%
RRC
52
Relaxing Retirement Coach
Massachusetts
$11.3M +$150K +1,427 +1%
SP
53
Symmetry Partners
Connecticut
$11.2M +$435K +4,139 +4%
QCM
54
Quest Capital Management
Texas
$10.9M +$368K +3,500 +4%
PAG
55
Private Advisor Group
New Jersey
$10.7M -$585K -5,570 -5%
AG
56
Advisor Group
Arizona
$10.5M -$567K -5,396 -5%
BIA
57
BHK Investment Advisors
Alabama
$9.93M +$137K +1,309 +1%
SWM
58
SVA Wealth Management
Wisconsin
$9.89M -$225K -2,143 -2%
BWM
59
Brickley Wealth Management
California
$9.59M -$136K -1,291 -1%
CWM
60
Cranbrook Wealth Management
Michigan
$9.19M -$73.7K -702 -0.8%
KL
61
KWMG LLC
Kansas
$9.08M +$253K +2,407 +3%
LNB
62
Ledyard National Bank
$9.06M -$281K -2,677 -3%
SFG
63
SNS Financial Group
Minnesota
$8.98M +$756K +7,197 +9%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$8.94M -$1.45M -13,820 -14%
TYCC
65
Texas Yale Capital Corp
Florida
$8.65M +$4.22M +40,225 +101%
DC
66
Derby & Company
Massachusetts
$8.55M +$378K +3,596 +5%
PFA
67
Pure Financial Advisors
California
$8.22M -$184K -1,755 -2%
WF
68
WoodTrust Financial
Wisconsin
$8.2M +$965K +9,189 +14%
MA
69
MUFG Americas
New York
$8.02M -$3.36M -31,977 -30%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$7.71M -$677K -6,445 -8%
MGIA
71
Moneta Group Investment Advisors
Missouri
$7.5M +$496K +4,722 +7%
SWM
72
Shakespeare Wealth Management
Wisconsin
$7.36M +$186K +1,771 +3%
AMG
73
Asset Management Group
Connecticut
$6.92M +$102K +967 +2%
PI
74
PHH Investments
Texas
$6.88M -$142K -1,349 -2%
BCA
75
Biltmore Capital Advisors
New Jersey
$6.82M +$6.64M +63,211 New