We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1001
Cornerstone National Bank & Trust
Illinois
$209K
SCM
1002
Saxony Capital Management
Missouri
$208K +$211K +1,130 New
EIG
1003
Ellenbecker Investment Group
Wisconsin
$208K -$2.24K -12 -1%
RWM
1004
Rockwood Wealth Management
Pennsylvania
$207K +$209K +1,121 New
ACM
1005
Allred Capital Management
Texas
$206K
CAC
1006
Certified Advisory Corp
Florida
$206K +$209K +1,117 New
JSA
1007
Jim Saulnier & Associates
Colorado
$205K +$208K +1,111 New
NWMP
1008
Noble Wealth Management PBC
Colorado
$204K -$36.2K -194 -15%
ACM
1009
Advance Capital Management
Michigan
$204K +$207K +1,106 New
PWP
1010
Perfromance Wealth Partners
Illinois
$203K +$206K +1,102 New
ACM
1011
Armbruster Capital Management
New York
$202K +$205K +1,098 New
MGWA
1012
Monument Group Wealth Advisors
Massachusetts
$201K +$204K +1,091 New
FPGK
1013
Financial Partners Group (Kansas)
Kansas
$201K +$187 +1 +0.1%
FWA
1014
FSM Wealth Advisors
Ohio
$201K +$203K +1,088 New
JGIA
1015
Jackson Grant Investment Advisers
Connecticut
$199K +$1.12K +6 +0.6%
BCWM
1016
Bartlett & Co Wealth Management
Ohio
$197K
HIW
1017
Holos Integrated Wealth
Pennsylvania
$195K +$65.9K +353 +51%
HPC
1018
HM Payson & Co
Maine
$190K +$3.18K +17 +2%
SAM
1019
Smartleaf Asset Management
Massachusetts
$188K -$15.5K -83 -7%
FPB
1020
First PREMIER Bank
South Dakota
$181K
DJSG
1021
D.J. St. Germain
Massachusetts
$180K -$2.06K -11 -1%
OWA
1022
Opal Wealth Advisors
New York
$178K +$180K +966 New
RF
1023
Rossby Financial
Florida
$175K +$77.9K +417 +79%
GA
1024
GoalVest Advisory
New York
$170K -$14.8K -79 -8%
GWS
1025
Greykasell Wealth Strategies
California
$169K