We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Cornerstone Wealth Management
Missouri
$927K +$105K +1,044 +13%
HCM
177
Howland Capital Management
Massachusetts
$919K
B
178
Bridgeworth
Alabama
$906K +$37K +367 +4%
VF
179
Virtu Financial
New York
$906K +$896K +8,893 New
APP
180
Avantax Planning Partners
Iowa
$905K +$895K +8,879 New
OC
181
Oppenheimer & Co
New York
$900K +$408K +4,048 +85%
WPP
182
Whalerock Point Partners
Rhode Island
$888K +$209K +2,078 +31%
BF
183
BOK Financial
Oklahoma
$882K +$62.3K +618 +8%
ST
184
Smithfield Trust
Pennsylvania
$877K -$417K -4,135 -32%
CAL
185
Capital Advisors Ltd
Ohio
$872K
GT
186
Glenview Trust
Kentucky
$865K +$255K +2,528 +42%
AIA
187
AIMZ Investment Advisors
California
$800K +$96.3K +956 +14%
AIM
188
Acropolis Investment Management
Missouri
$781K +$2.92K +29 +0.4%
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$776K +$48.5K +481 +7%
CAN
190
Cetera Advisor Networks
California
$747K +$46.5K +461 +7%
OIA
191
Optimum Investment Advisors
Illinois
$727K +$275K +2,729 +62%
BEAM
192
Baker Ellis Asset Management
Washington
$722K +$22.9K +227 +3%
CIAS
193
Capital Investment Advisory Services
North Carolina
$722K +$30.7K +305 +4%
CANC
194
Culbertson A N & Co
Virginia
$715K +$111K +1,105 +19%
PPA
195
Parametric Portfolio Associates
Washington
$702K +$291K +2,884 +72%
SQA
196
Simon Quick Advisors
New Jersey
$694K +$111K +1,101 +19%
KWM
197
Kingsview Wealth Management
Oregon
$681K +$673K +6,681 New
AWS
198
AJ Wealth Strategies
New York
$671K +$369K +3,664 +125%
HighTower Advisors
199
HighTower Advisors
Illinois
$648K +$95.7K +950 +18%
IWM
200
IHT Wealth Management
Illinois
$647K +$415K +4,116 +246%