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
PWAM
951
Private Wealth Asset Management
Iowa
$261K -$29.8K -154 -10%
CI
952
Ceera Investments
Texas
$261K – – –
GWP
953
Gen-Wealth Partners
Michigan
$259K -$1.74K -9 -0.7%
WWA
954
Wealth Watch Advisors
Colorado
$259K – – –
SFWC
955
Strategic Family Wealth Counselors
New Jersey
$259K +$193 +1 +0.1%
CWG
956
Cornerstone Wealth Group
North Carolina
$254K +$13.5K +70 +6%
1NWS
957
1 North Wealth Services
Maryland
$253K -$29.4K -152 -11%
BFA
958
Brown Financial Advisory
Alabama
$252K -$48.4K -250 -16%
SIG
959
Spinnaker Investment Group
California
$252K +$6.77K +35 +3%
MA
960
Marquette Associates
Illinois
$250K – – –
TDC
961
Thompson Davis & Co
Virginia
$247K – – –
OHIS
962
Oak Harvest Investment Services
Texas
$247K -$87.5K -452 -27%
ACM
963
Advance Capital Management
Michigan
$246K +$27.1K +140 +13%
KCM
964
Kennedy Capital Management
Missouri
$245K -$1.15M -5,959 -83%
GKWIM
965
Gerber Kawasaki Wealth & Investment Management
California
$245K +$239K +1,237 New
BFG
966
Berger Financial Group
Minnesota
$244K +$193 +1 +0.1%
IAS
967
Integrity Advisory Solutions
Texas
$243K +$238K +1,230 New
BW
968
Blalock Williams
Alabama
$243K – – –
RIS
969
Retirement Income Solutions
Michigan
$242K – – –
SIG
970
Sargent Investment Group
Maryland
$240K – – –
FIA
971
FPC Investment Advisory
California
$240K – – –
CPG
972
Cornerstone Planning Group
New Jersey
$239K -$27.5K -142 -11%
PWMAG
973
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$8.71K +45 +4%
WS
974
Wedbush Securities
California
$238K -$25.3K -131 -10%
CSA
975
Cottage Street Advisors
Massachusetts
$238K -$26.7K -138 -10%
37 38
39
40 41