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
QWM
901
Quaker Wealth Management
New Jersey
$299K +$193 +1 +0.1%
PIN
902
Prudent Investors Network
California
$297K – – –
CWM
903
Cadence Wealth Management
Massachusetts
$297K -$9.48K -49 -3%
CPW
904
Cove Private Wealth
New York
$296K – – –
IWM
905
Integris Wealth Management
California
$296K – – –
OAS
906
Optivise Advisory Services
Tennessee
$294K – – –
SWM
907
SeaCrest Wealth Management
New York
$294K -$131K -677 -31%
JWM
908
JPL Wealth Management
Colorado
$294K – – –
BWM
909
Bernicke Wealth Management
Wisconsin
$293K -$104K -540 -27%
HIC
910
Holderness Investments Company
North Carolina
$292K -$12.2K -63 -4%
TCM
911
TruNorth Capital Management
Michigan
$291K – – –
PIA
912
Panoramic Investment Advisors
Colorado
$290K +$1.16K +6 +0.4%
CSB
913
City State Bank
Iowa
$290K – – –
CT
914
Coastline Trust
Rhode Island
$288K – – –
OA
915
Operose Advisors
Wisconsin
$286K +$774 +4 +0.3%
PP
916
Patten & Patten
Tennessee
$286K – – –
BRWA
917
B. Riley Wealth Advisors
Florida
$285K +$967 +5 +0.3%
EW
918
Element Wealth
Mississippi
$285K -$387 -2 -0.1%
LB
919
Legacy Bridge
Iowa
$285K +$2.9K +15 +1%
LFA
920
Legacy Financial Advisors
Kentucky
$282K -$2.52K -13 -0.9%
RIS
921
Richmond Investment Services
Wisconsin
$282K -$433K -2,238 -61%
DW
922
Dodds Wealth
Colorado
$281K – – –
AWM
923
Atticus Wealth Management
Florida
$281K +$13.2K +68 +5%
TF
924
Theory Financial
Colorado
$278K – – –
SWRP
925
Summit Wealth & Retirement Planning
California
$278K – – –
35 36
37
38 39