We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HB Wealth Management
Georgia
$5.31M +$1.77M +12,037 +51%
FAIM
177
Financial Advocates Investment Management
Washington
$5.3M +$592K +4,023 +13%
FWP
178
FAS Wealth Partners
Kansas
$5.26M -$221K -1,501 -4%
FUBT
179
First United Bank & Trust
Maryland
$5.23M -$223K -1,514 -4%
PBF
180
Petix & Botte Financial
California
$5.15M +$2.6M +17,661 +106%
FHA
181
First Horizon Advisors
Tennessee
$5.14M -$372K -2,527 -7%
NC
182
NovaPoint Capital
Georgia
$5.12M -$481K -3,270 -9%
BI
183
Berkeley Inc
Idaho
$5.12M +$290K +1,971 +6%
SPC
184
Sigma Planning Corp
Michigan
$5.05M +$46.5K +316 +0.9%
HGWM
185
Harvest Group Wealth Management
Massachusetts
$5.03M +$4.94M +33,620 New
AAP
186
Arax Advisory Partners
Colorado
$5.01M -$473K -3,214 -9%
RIA
187
Regal Investment Advisors
Michigan
$4.93M +$35.6K +242 +0.7%
PFA
188
Pure Financial Advisors
California
$4.9M -$339K -2,307 -7%
EWA
189
EverSource Wealth Advisors
Alabama
$4.88M -$93.5K -636 -2%
SCM
190
SOL Capital Management
Maryland
$4.86M +$107K +725 +2%
TWA
191
Tillar-Wenstrup Advisors
Ohio
$4.83M +$4.74M +32,252 New
IHWM
192
Iron Horse Wealth Management
Iowa
$4.78M +$280K +1,906 +6%
OFP
193
OLIO Financial Planning
Virginia
$4.72M +$627K +4,261 +16%
SWA
194
SOA Wealth Advisors
New York
$4.71M +$189K +1,286 +4%
TC
195
Tacita Capital
Ontario, Canada
$4.67M +$62.5K +425 +1%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$4.64M +$4.56M +30,996 New
ZC
197
Zeit Capital
Colorado
$4.6M -$135K -915 -3%
PMG
198
ProVise Management Group
Florida
$4.6M +$570K +3,874 +14%
SIA
199
Strategic Investment Advisors
Michigan
$4.59M +$87.2K +593 +2%
APA
200
American Portfolios Advisors
New York
$4.57M -$3.36M -22,855 -43%