We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1026
Community Bank
New York
– -$65.8K -454 Closed
AWM
1027
Able Wealth Management
New Jersey
– -$48.9K -338 Closed
CPA
1028
Clear Point Advisors
New York
– -$36.3K -250 Closed
SRCM
1029
Signature Resources Capital Management
California
– -$36.3K -250 Closed
RPCA
1030
Running Point Capital Advisors
California
– -$29.1K -201 Closed
LPP
1031
Life Planning Partners
Florida
– -$18.4K -127 Closed
GM
1032
GeoWealth Management
Illinois
– -$11K -78 Closed
LWM
1033
Liberty Wealth Management
California
– -$676K -56 Closed
FFC
1034
First Financial Corp
Indiana
– -$4.93K -34 Closed
OHWP
1035
Oak Harbor Wealth Partners
North Carolina
– -$3.63K -25 Closed
TVAMP
1036
Tennessee Valley Asset Management Partners
Tennessee
– -$3.18K -22 Closed
PCMC
1037
Planning Capital Management Corporation
Pennsylvania
– -$2.99K -21 Closed
CIA
1038
Cape Investment Advisory
Georgia
– -$2.9K -20 Closed
TFG
1039
Team Financial Group
California
– -$2.66K -18 Closed
NFA
1040
Northwest Financial Advisors
Virginia
– -$2.17K -15 Closed
FA
1041
Faithward Advisors
Pennsylvania
– -$1.85K -13 Closed
GWMIA
1042
Global Wealth Management Investment Advisory
Florida
– -$1.3K -9 Closed
OLVIG
1043
Oliver Lagore Vanvalin Investment Group
Michigan
– -$877 -6 Closed
FIM
1044
FWL Investment Management
Texas
– -$147 -1 Closed