We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
976
Clearstead Trust
Maine
$2.18K – – –
PP
977
PrairieView Partners
Minnesota
$2K -$47.9K -326 -98%
FSWA
978
Financial Synergies Wealth Advisors
Texas
$1.99K +$147 +1 +8%
WWM
979
Wolff Wiese Magana
California
$1.87K – – –
AIA
980
Arcadia Investment Advisors
Idaho
$1.72K – – –
HWM
981
HighMark Wealth Management
Minnesota
$1.57K – – –
GCM
982
Gables Capital Management
Florida
$935 +$881 +6 New
ITIM
983
Indiana Trust & Investment Management
Indiana
$780 – – –
PP
984
Pacifica Partners
Canada
$457 – – –
MBFW
985
Morton Brown Family Wealth
Pennsylvania
$312 – – –
Charles Schwab
986
Charles Schwab
California
– -$77M -531,051 Closed
SP
987
Symmetry Partners
Connecticut
– -$24.8M -171,247 Closed
WF
988
WoodTrust Financial
Wisconsin
– -$21.8M -150,672 Closed
ETC
989
Exchange Traded Concepts
Oklahoma
– -$8.18M -56,401 Closed
TCMP
990
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$2.51M -17,313 Closed
CA
991
Cambridge Associates
Massachusetts
– -$2.19M -15,130 Closed
MNBTD
992
Moody National Bank Trust Division
Texas
– -$2.19M -15,130 Closed
TWP
993
Tempus Wealth Planning
California
– -$1.87M -12,917 Closed
CG
994
Corundum Group
Colorado
– -$1.81M -12,487 Closed
MWM
995
Meridian Wealth Management
Kentucky
– -$1.74M -11,989 Closed
AWA
996
Arete Wealth Advisors
Illinois
– -$1.61M -11,094 Closed
MAM
997
MMA Asset Management
Pennsylvania
– -$1.47M -10,111 Closed
WIA
998
World Investment Advisors
California
– -$1.21M -8,360 Closed
WCM
999
Windham Capital Management
Massachusetts
– -$1.17M -8,087 Closed
CAWM
1000
Capital Advisors Wealth Management
Washington
– -$1.12M -7,752 Closed