We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Prosperity Planning
Missouri
$8.57M +$367K +2,646 +4%
AA
127
Alesco Advisors
New York
$8.54M -$376K -2,709 -4%
FFG
128
Fullen Financial Group
Ohio
$8.51M +$580K +4,181 +7%
DWA
129
Dougherty Wealth Advisers
Minnesota
$8.47M -$184K -1,325 -2%
MOS
130
MGO One Seven
Ohio
$8.45M -$114K -820 -1%
CPIG
131
Chicago Partners Investment Group
Illinois
$8.38M -$165K -1,192 -2%
SFI
132
SPC Financial Inc
Maryland
$7.79M +$1.09M +7,873 +16%
JFG
133
JMG Financial Group
Illinois
$7.78M +$4.16K +30 +0.1%
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$7.39M -$26.5K -191 -0.3%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$7.3M -$130K -939 -2%
TYCC
136
Texas Yale Capital Corp
Florida
$7.27M +$277 +2 +0%
RFA
137
RTD Financial Advisors
Pennsylvania
$7.26M +$665K +4,794 +10%
GB
138
Goepper Burkhardt
South Carolina
$7.2M -$7.08K -51 -0.1%
Northern Trust
139
Northern Trust
Illinois
$7.17M +$657K +4,733 +10%
AFS
140
Annapolis Financial Services
Maryland
$7.17M +$307K +2,215 +4%
ACA
141
Atlas Capital Advisors
Wyoming
$7.17M -$1.78M -12,849 -19%
SWA
142
SOA Wealth Advisors
New York
$7.04M +$22.8K +164 +0.3%
SIA
143
Strategic Investment Advisors
Michigan
$6.98M +$656K +4,732 +10%
AFS
144
Amtrust Financial Services
New York
$6.97M -$2.5M -18,000 -26%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$6.96M -$6.27M -45,191 -47%
OFP
146
OLIO Financial Planning
Virginia
$6.96M +$783K +5,646 +12%
MCM
147
Manchester Capital Management
Vermont
$6.91M -$406K -2,930 -5%
TMWM
148
Taylor & Morgan Wealth Management
Michigan
$6.8M +$36.6K +264 +0.5%
EWA
149
Exencial Wealth Advisors
Oklahoma
$6.74M -$23.2K -167 -0.3%
CWA
150
Consilio Wealth Advisors
Washington
$6.72M -$136K -983 -2%