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
801
Prestige Wealth Management Group
New Jersey
$7K – – –
FCMT
802
Founders Capital Management (Texas)
Texas
$6K – – –
QCG
803
Quadrant Capital Group
Ohio
$6K – – –
TIM
804
Tortoise Investment Management
New York
$6K +$141 +1 +2%
IF
805
Integrity Financial
Wyoming
$6K +$424 +3 +6%
CWAF
806
Core Wealth Advisors (Florida)
Florida
$6K +$6.08K +43 New
TVWM
807
Tower View Wealth Management
Wisconsin
$6K +$6.51K +46 New
BBPWM
808
Blue Bell Private Wealth Management
Pennsylvania
$6K +$7.07K +50 New
CAAS
809
Capital Asset Advisory Services
Michigan
$5K – – –
CWC
810
Carolinas Wealth Consulting
North Carolina
$5K – – –
FCB
811
First Command Bank
Texas
$5K – – –
FCFS
812
First Command Financial Services
Texas
$5K – – –
GWMI
813
Guardian Wealth Management (Illinois)
Illinois
$5K – – –
LF
814
Lee Financial
Texas
$5K – – –
RDIA
815
RE Dickinson Investment Advisors
Iowa
$5K – – –
TFM
816
TFC Financial Management
Massachusetts
$5K – – –
TAM
817
Townsend Asset Management
North Carolina
$5K – – –
CA
818
CoreCap Advisors
Michigan
$5K +$5.52K +39 New
TC
819
Truvestments Capital
Florida
$5K +$5.8K +41 New
IFA
820
Interactive Financial Advisors
Illinois
$4K -$1.7K -12 -31%
JWM
821
Janiczek Wealth Management
Colorado
$4K – – –
JMF
822
Johnson Midwest Financial
Iowa
$4K – – –
SIS
823
Sound Income Strategies
Florida
$4K +$707 +5 +20%
RMC
824
Resources Management Corp
Connecticut
$4K +$4.81K +34 New
MM
825
Main Management
California
$3K -$1.13K -8 -24%
31 32
33
34 35