We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
1026
Hurley Capital
New York
$38.5K +$170 +1 +0.5%
MAM
1027
Marquette Asset Management
Minnesota
$38.2K – – –
WFA
1028
West Financial Advisors
Iowa
$38.1K – – –
SS
1029
SBI Securities
Japan
$35.4K -$1.36K -8 -4%
NB
1030
NBT Bank
New York
$35.1K +$24.8K +146 +73%
TF
1031
Tompkins Financial
New York
$34.9K – – –
WBC
1032
West Branch Capital
Massachusetts
$33.9K – – –
TSMHT
1033
Thurston Springer Miller Herd & Titak
Indiana
$32K -$62.1K -365 -67%
AWM
1034
Accredited Wealth Management
Kentucky
$31.4K +$1.7M +10,000 +5,587%
HWA
1035
HHM Wealth Advisors
Tennessee
$29.3K – – –
AIA
1036
Aventus Investment Advisors
Florida
$29.2K – – –
RF
1037
Roxbury Financial
New Jersey
$28.9K – – –
PWMG
1038
Prestige Wealth Management Group
New Jersey
$28.1K – – –
AA
1039
Addison Advisors
Vermont
$25.5K -$11.2K -66 -31%
BIM
1040
Breakwater Investment Management
Washington
$23.6K – – –
SC
1041
SouthState Corp
Florida
$23.2K – – –
VCM
1042
Versant Capital Management
Arizona
$23K – – –
RPC
1043
Rossmore Private Capital
Connecticut
$21.8K +$21.3K +125 New
FGAM
1044
Financial Gravity Asset Management
Texas
$21.3K +$20.8K +122 New
CAM
1045
Clarity Asset Management
Iowa
$20.4K +$170 +1 +0.9%
SS
1046
Sunbelt Securities
Texas
$19.4K -$28.9K -170 -60%
Kayne Anderson Rudnick Investment Management
1047
Kayne Anderson Rudnick Investment Management
California
$19.2K – – –
ME
1048
McIlrath & Eck
Washington
$19K – – –
MIM
1049
MTM Investment Management
South Carolina
$18.7K – – –
PCA
1050
Providence Capital Advisors
North Carolina
$18.7K +$3.74K +22 +26%