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
RSWA
876
Robinson Smith Wealth Advisors
Maine
$241K -$1.19K -7 -0.5%
OFS
877
OneAscent Financial Services
Alabama
$240K -$47K -276 -17%
LNWWM
878
Laird Norton Wetherby Wealth Management
California
$239K – – –
NEPWA
879
New England Private Wealth Advisors
Massachusetts
$239K – – –
CA
880
Cornerstone Advisory
Maryland
$238K +$510 +3 +0.2%
PIFP
881
Partners in Financial Planning
Virginia
$236K +$681 +4 +0.3%
AIM
882
Advyzon Investment Management
Illinois
$236K +$230K +1,352 New
CA
883
CoreCap Advisors
Michigan
$235K +$11.1K +65 +5%
OC
884
Optima Capital
Oregon
$235K – – –
OPPS
885
Obsidian Personal Planning Solutions
Maryland
$234K – – –
RAM
886
Redmond Asset Management
Virginia
$234K – – –
QP
887
Quartz Partners
New York
$233K +$7.15K +42 +3%
CFD
888
Creative Financial Designs
Indiana
$232K +$681 +4 +0.3%
CSA
889
Cottage Street Advisors
Massachusetts
$232K +$510 +3 +0.2%
CIAS
890
Capital Investment Advisory Services
North Carolina
$231K -$6.98K -41 -3%
TC
891
Trilogy Capital
California
$231K +$225K +1,323 New
PG
892
Proffitt & Goodson
Tennessee
$231K – – –
NWMP
893
Noble Wealth Management PBC
Colorado
$230K +$224K +1,318 New
SDWMA
894
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K – – –
SPAS
895
Spectrum Planning & Advisory Services
California
$229K -$1.87K -11 -0.8%
CAG
896
Compass Advisory Group
New York
$226K +$219K +1,288 New
MAM
897
Mainsail Asset Management
Alabama
$225K +$220K +1,292 New
CW
898
Curio Wealth
Maryland
$225K -$5.79K -34 -3%
1NWS
899
1 North Wealth Services
Maryland
$225K -$23.8K -140 -10%
PWM
900
PBMares Wealth Management
Virginia
$225K – – –
34 35
36
37 38