We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
176
Harbor Investment Advisory
Maryland
$6.29M +$697K +4,096 +13%
BDF
177
Black Diamond Financial
Maryland
$6.27M +$2.42M +14,226 +66%
EFG
178
Everhart Financial Group
Ohio
$6.23M +$587K +3,448 +11%
UB
179
UMB Bank
Missouri
$6.19M -$34.7K -204 -0.6%
ZC
180
Zeit Capital
Colorado
$6.17M -$17.5K -103 -0.3%
AWM
181
Accel Wealth Management
Iowa
$6.14M -$140K -822 -2%
BSB
182
Bangor Savings Bank
Maine
$6.14M +$33.2K +195 +0.6%
BF
183
Baring Financial
Washington
$6.12M +$274K +1,608 +5%
GB
184
Goepper Burkhardt
South Carolina
$6.04M -$251K -1,478 -4%
FWP
185
FAS Wealth Partners
Kansas
$5.75M -$72.5K -426 -1%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$5.73M -$1.72M -10,092 -24%
TMWM
187
Taylor & Morgan Wealth Management
Michigan
$5.7M -$38.5K -226 -0.7%
EA
188
Echo45 Advisors
California
$5.66M +$183K +1,074 +3%
HA
189
HFG Advisors
Ohio
$5.66M +$51.9K +305 +0.9%
RSWM
190
Robertson Stephens Wealth Management
California
$5.64M -$259K -1,523 -5%
TC
191
Tenret Company
Florida
$5.56M -$11.7K -69 -0.2%
KWMG
192
King Wealth Management Group
Florida
$5.54M -$83.9K -493 -2%
PFA
193
Pure Financial Advisors
California
$5.49M +$30.8K +181 +0.6%
FWM
194
Forza Wealth Management
Florida
$5.48M -$851 -5 -0%
MWM
195
Maltin Wealth Management
New Jersey
$5.48M +$95.1K +559 +2%
CWL
196
Causey Wealth LLC
Colorado
$5.4M -$276K -1,620 -5%
TA
197
TFB Advisors
Kansas
$5.4M -$863K -5,072 -14%
SCM
198
SOL Capital Management
Maryland
$5.39M -$37.4K -220 -0.7%
Brown Advisory
199
Brown Advisory
Maryland
$5.36M +$827K +4,861 +19%
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M -$858K -5,044 -14%