We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
876
Prospera Capital Management
Arizona
$326K
BPFA
877
Barnes Pettey Financial Advisors
Mississippi
$325K +$5.22K +27 +2%
SWA
878
Sax Wealth Advisors
New Jersey
$323K +$340K +1,755 New
AFC
879
Ares Financial Consulting
California
$322K
BFPW
880
BOK Financial Private Wealth
Colorado
$318K -$20.1K -104 -6%
MSWM
881
McGlone Suttner Wealth Management
Wisconsin
$317K
PVI
882
Pine Valley Investments
New Jersey
$317K +$4.64K +24 +2%
LNWTC
883
Laird Norton Wetherby Trust Company
Washington
$317K +$310K +1,603 New
SL
884
Summitry LLC
California
$316K +$310K +1,600 New
CCG
885
Cypress Capital Group
Florida
$315K +$308K +1,592 New
JSA
886
Jim Saulnier & Associates
Colorado
$314K +$92.9K +480 +43%
AWM
887
Apollon Wealth Management
South Carolina
$313K -$90.9K -470 -23%
LWM
888
Lodestone Wealth Management
Washington
$311K -$193 -1 -0.1%
CCA
889
Cravens & Co Advisors
Tennessee
$308K
PFWA
890
Paces Ferry Wealth Advisors
Georgia
$308K +$16.8K +87 +6%
KCM
891
Kornitzer Capital Management
Kansas
$307K
SEI Investments
892
SEI Investments
Pennsylvania
$303K +$55.1K +285 +23%
GSWM
893
Golden State Wealth Management
California
$303K +$387 +2 +0.1%
FWMP
894
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$301K
SAM
895
Silvercrest Asset Management
New York
$301K
PPW
896
Parcion Private Wealth
Washington
$300K -$572K -2,955 -66%
MWP
897
Meriwether Wealth & Planning
Louisiana
$299K +$21.1K +109 +8%
QWM
898
Quaker Wealth Management
New Jersey
$299K +$193 +1 +0.1%
PIN
899
Prudent Investors Network
California
$297K
CWM
900
Cadence Wealth Management
Massachusetts
$297K -$9.48K -49 -3%