We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
251
Legend Financial Advisors
Pennsylvania
$12.4M +$182K +2,992 +1%
CWAF
252
Core Wealth Advisors (Florida)
Florida
$12.4M -$576K -9,472 -4%
CIC
253
Carnegie Investment Counsel
Ohio
$12.3M -$318K -5,232 -3%
DAS
254
Dynamic Advisor Solutions
Arizona
$12.3M +$1.34M +22,116 +12%
DC
255
Dorval Corp
Minnesota
$12.3M +$249K +4,104 +2%
AllianceBernstein
256
AllianceBernstein
Tennessee
$12.2M -$86K -1,416 -0.7%
RA
257
Ruggaard & Associates
Ohio
$12.2M -$61K -1,004 -0.5%
GFWA
258
Grey Fox Wealth Advisors
Delaware
$12.2M +$691K +11,376 +6%
GL
259
Graypoint LLC
New York
$12.1M +$1.63M +26,868 +15%
BAMG
260
Brand Asset Management Group
Missouri
$12.1M -$135K -2,228 -1%
TPCW
261
TD Private Client Wealth
New York
$12.1M +$272K +4,468 +2%
UFA
262
US Financial Advisors
Massachusetts
$12.1M +$143K +2,352 +1%
JGIA
263
Jackson Grant Investment Advisers
Connecticut
$12M +$51K +840 +0.4%
IHWM
264
Iron Horse Wealth Management
Iowa
$11.9M +$348K +5,732 +3%
HC
265
Hillman Company
Pennsylvania
$11.7M
WF
266
Whelan Financial
California
$11.7M +$23.1K +380 +0.2%
CP
267
Capital Planning
Washington
$11.7M +$428K +7,048 +4%
JA
268
JVL Associates
Michigan
$11.6M -$41.6K -684 -0.4%
GAM
269
Gemmer Asset Management
California
$11.6M +$38.4K +632 +0.3%
BRWA
270
B. Riley Wealth Advisors
Florida
$11.6M +$1.98M +32,596 +21%
CL
271
Choreo LLC
Illinois
$11.5M +$3.17M +52,148 +37%
SCA
272
Scott Capital Advisors
Oregon
$11.5M +$2.86M +47,128 +33%
FNC
273
First National Corp
Massachusetts
$11.5M -$760K -12,508 -6%
MFG
274
Merit Financial Group
Georgia
$11.4M +$243K +3,996 +2%
OHWP
275
Oak Harbor Wealth Partners
North Carolina
$11.4M +$133K +2,196 +1%