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
CGA
901
Crescent Grove Advisors
Illinois
$222K +$510 +3 +0.2%
MWP
902
Meredith Wealth Planning
Illinois
$221K – – –
BWA
903
Bestgate Wealth Advisors
Maryland
$219K – – –
WS
904
Wedbush Securities
California
$219K +$213K +1,252 New
AC
905
AlphaCore Capital
California
$216K +$1.02K +6 +0.5%
CWM
906
Cahaba Wealth Management
Georgia
$216K +$210K +1,235 New
CI
907
Ceera Investments
Texas
$215K +$209K +1,230 New
MAG
908
Mayfair Advisory Group
Alabama
$215K – – –
ATC
909
Advantage Trust Company
Kansas
$214K – – –
WAM
910
WNY Asset Management
New York
$214K -$21.9K -129 -10%
WFA
911
WMG Financial Advisors
Tennessee
$213K – – –
BLC
912
Brown, Lisle/Cummings
Rhode Island
$212K +$2.55K +15 +1%
JWM
913
Jeppson Wealth Management
California
$211K +$206K +1,210 New
CA
914
CGN Advisors
Kansas
$210K +$205K +1,205 New
BWL
915
Bogart Wealth LLC
Virginia
$209K -$18K -106 -8%
SP
916
Stonebrook Private
Michigan
$209K +$203K +1,196 New
APA
917
Astoria Portfolio Advisors
New York
$208K – – –
WFA
918
Wells Financial Advisors
Massachusetts
$207K -$2.55K -15 -1%
LFA
919
Level Financial Advisors
New York
$207K +$202K +1,185 New
SIM
920
Synergy Investment Management
Florida
$207K +$201K +1,183 New
FIA
921
FPC Investment Advisory
California
$206K – – –
EWM
922
Endowment Wealth Management
Wisconsin
$206K +$201K +1,181 New
PCFFS
923
Pacific Center for Financial Services
California
$206K -$4.76K -28 -2%
S
924
Sachetta
Massachusetts
$205K – – –
FFP
925
Freedom Financial Partners
Minnesota
$202K +$197K +1,157 New
35 36
37
38 39