Estamos no ar no ! Saiba mais
ícone de VO

Vanguard Morningstar Mid-Cap ETF
VO

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Merrithew & Thorsten Inc
2001
Merrithew & Thorsten Inc
California
US$ 328 mil – – –
TBH Global Asset Management
2002
TBH Global Asset Management
Tennessee
US$ 327 mil -US$ 21,2 mil -274 -6%
Polaris Investment Advisors
2003
Polaris Investment Advisors
Massachusetts
US$ 326 mil -US$ 147 mil -1.900 -32%
55 North Private Wealth
2004
55 North Private Wealth
Florida
US$ 326 mil -US$ 135 mil -1.742 -30%
American Financial & Tax Strategies
2005
American Financial & Tax Strategies
New York
US$ 325 mil – – –
Acima Private Wealth
2006
Acima Private Wealth
Virginia
US$ 325 mil – – –
Auctus Advisors
2007
Auctus Advisors
North Carolina
US$ 325 mil – – –
Powerhouse Assets
2008
Powerhouse Assets
Massachusetts
US$ 324 mil +US$ 233 +3 +0,1%
M Wealth Management LLC
2009
M Wealth Management LLC
California
US$ 324 mil +US$ 1,08 mil +14 +0,3%
HHM Wealth Advisors
2010
HHM Wealth Advisors
Tennessee
US$ 324 mil +US$ 63,6 mil +821 +26%
Old Port Advisors
2011
Old Port Advisors
Maine
US$ 323 mil -US$ 3,88 mil -50 -1%
Glassman Wealth Services
2012
Glassman Wealth Services
Virginia
US$ 322 mil +US$ 310 +4 +0,1%
Cornerstone Advisors Asset Management
2013
Cornerstone Advisors Asset Management
Pennsylvania
US$ 322 mil – – –
Cypress Point Wealth Management
2014
Cypress Point Wealth Management
Texas
US$ 322 mil – – –
Courage Miller Partners
2015
Courage Miller Partners
Virginia
US$ 322 mil – – –
Accurate Wealth Management
2016
Accurate Wealth Management
Florida
US$ 321 mil +US$ 307 mil +3.962 Nova
Sankala Group
2017
Sankala Group
Colorado
US$ 320 mil -US$ 35,4 mil -456 -11%
Clarendon Private
2018
Clarendon Private
Massachusetts
US$ 319 mil +US$ 775 +10 +0,3%
Tortoise Investment Management
2019
Tortoise Investment Management
New York
US$ 319 mil +US$ 78 +1 +0%
Loring Wolcott & Coolidge Fiduciary Advisors
2020
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$ 319 mil – – –
MBWA
2021
Marin Bay Wealth Advisors
California
US$ 319 mil +US$ 310 +4 +0,1%
Solstein Capital
2022
Solstein Capital
California
US$ 318 mil +US$ 12,1 mil +156 +4%
Integris Wealth Management
2023
Integris Wealth Management
California
US$ 318 mil – – –
Red Mountain Financial
2024
Red Mountain Financial
Colorado
US$ 317 mil +US$ 44 mil +568 +17%
Colton Groome Financial Advisors
2025
Colton Groome Financial Advisors
North Carolina
US$ 316 mil +US$ 304 mil +3.924 Nova
79 80
81
82 83