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
901
Atticus Wealth Management
Florida
$189K -$23.5K -144 -11%
AC
902
AlphaCore Capital
California
$187K +$190K +1,163 New
CNBT
903
Cornerstone National Bank & Trust
Illinois
$182K – – –
MA
904
Montag & Associates
Georgia
$181K – – –
Allspring Global Investments
905
Allspring Global Investments
North Carolina
$178K -$287K -1,757 -61%
1NWS
906
1 North Wealth Services
Maryland
$174K +$177K +1,081 New
JGIA
907
Jackson Grant Investment Advisers
Connecticut
$172K +$1.14K +7 +0.7%
BCMLT
908
Beacon Capital Management LLC (Tennessee)
Tennessee
$168K +$60K +367 +54%
BCWM
909
Bartlett & Co Wealth Management
Ohio
$168K – – –
HPC
910
HM Payson & Co
Maine
$163K -$281K -1,717 -63%
LFG
911
Larson Financial Group
Missouri
$163K +$817 +5 +0.5%
FPB
912
First PREMIER Bank
South Dakota
$157K – – –
FP
913
Financial Perspectives
Minnesota
$153K – – –
CWM
914
Centricity Wealth Management
Ohio
$149K +$47.9K +293 +46%
GWS
915
Greykasell Wealth Strategies
California
$148K +$150K +919 New
AGWCA
916
Annis Gardner Whiting Capital Advisors
Florida
$147K – – –
PWMG
917
Private Wealth Management Group
New Jersey
$132K – – –
AAG
918
Armstrong Advisory Group
Massachusetts
$129K – – –
OWA
919
Opal Wealth Advisors
New York
$128K +$131K +799 New
SL
920
Salomon & Ludwin
Virginia
$126K -$6.54K -40 -5%
PWA
921
Physician Wealth Advisors
Utah
$123K – – –
LFA
922
LGT Financial Advisors
Texas
$121K -$29.3K -179 -19%
ADL
923
Asset Dedication LLC
California
$118K – – –
CFFP
924
Center for Financial Planning
Michigan
$118K – – –
DJSG
925
D.J. St. Germain
Massachusetts
$115K – – –