We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
201
Ironwood Financial
Arizona
$33K – – –
LIA
202
LS Investment Advisors
Michigan
$29K – – –
IWMPD
203
Integrated Wealth Management (Palm Desert)
California
$26K – – –
RWM
204
Raffa Wealth Management
District of Columbia
$20.9K – – –
Legal & General Group
205
Legal & General Group
United Kingdom
$20K – – –
MWP
206
MYCIO Wealth Partners
Pennsylvania
$17K – – –
BCI
207
Brinker Capital Investments
Pennsylvania
$17K +$370 +4 +2%
KCPG
208
Kavar Capital Partners Group
Kansas
$15K +$16.3K +176 New
PG
209
Patten Group
Tennessee
$14.9K +$15.3K +165 New
Bessemer Group
210
Bessemer Group
New Jersey
$14K +$13.9K +150 New
KPCM
211
Kings Point Capital Management
New York
$12K – – –
S
212
SignatureFD
Georgia
$9K – – –
VIA
213
Vantage Investment Advisors
Pennsylvania
$7K -$7.59K -82 -50%
CFA
214
Carroll Financial Associates
North Carolina
$7K +$7.13K +77 New
CTB
215
Country Trust Bank
Illinois
$6K – – –
EWM
216
Evercore Wealth Management
New York
$6K – – –
AIM
217
Advantage Investment Management
Iowa
$4K +$93 +1 +2%
W
218
Wealthfront
California
$3K +$833 +9 +45%
EWA
219
Exencial Wealth Advisors
Oklahoma
– -$8.82M -94,717 Closed
CAM
220
Concorde Asset Management
Michigan
– -$1.23M -13,363 Closed
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
– -$1.17M -12,715 Closed
MIH
222
Madison Investment Holdings
Wisconsin
– -$929K -10,103 Closed
ATC
223
Argent Trust Company
Louisiana
– -$642K -6,988 Closed
JP Morgan Chase
224
JP Morgan Chase
New York
– -$504K -5,476 Closed
ICAS
225
Investors Capital Advisory Services
Massachusetts
– -$248K -2,706 Closed