We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
301
Buckingham Strategic Wealth
Missouri
$5.95M +$1.99M +36,724 +52%
OC
302
Oppenheimer & Co
New York
$5.89M +$965K +17,780 +20%
1WM
303
1900 Wealth Management
Texas
$5.87M +$38.6K +712 +0.7%
GC
304
Gibson Capital
Pennsylvania
$5.83M
RW
305
REDW Wealth
New Mexico
$5.77M -$24.3K -448 -0.4%
MFA
306
McClarren Financial Advisors
Pennsylvania
$5.76M +$88.1K +1,624 +2%
VA
307
Valmark Advisers
Ohio
$5.73M +$188K +3,464 +3%
CAM
308
Cozad Asset Management
Illinois
$5.69M +$73.8K +1,360 +1%
IHWM
309
Iron Horse Wealth Management
Iowa
$5.69M +$273K +5,032 +5%
BFS
310
Bradley Foster & Sargent
Connecticut
$5.69M
SHWM
311
Smith & Howard Wealth Management
Georgia
$5.67M +$62.5K +1,152 +1%
Prudential Financial
312
Prudential Financial
New Jersey
$5.6M +$571K +10,516 +12%
AWA
313
Arkadios Wealth Advisors
Georgia
$5.54M +$103K +1,904 +2%
IWC
314
Integrated Wealth Concepts
Massachusetts
$5.5M +$1.67M +30,728 +45%
TA
315
TrueWealth Advisors
Alabama
$5.42M +$1.46M +26,884 +39%
4FG
316
4Thought Financial Group
New York
$5.38M +$5.27M +97,152 New
CAM
317
Cresset Asset Management
Illinois
$5.37M -$219K -4,044 -4%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$5.36M -$12.2K -224 -0.2%
BC
319
Bartlett & Co
Ohio
$5.36M -$12.2K -224 -0.2%
TA
320
Tectonic Advisors
Texas
$5.34M +$458K +8,436 +10%
NF
321
Nikulski Financial
Iowa
$5.32M +$59K +1,088 +1%
SC
322
Sepio Capital
Utah
$5.26M -$260K -4,788 -5%
ANTB
323
AMG National Trust Bank
Colorado
$5.2M +$1.56M +28,708 +44%
HPWM
324
Highland Private Wealth Management
Washington
$5.2M -$17.1K -316 -0.3%
NEGWA
325
New England Guild Wealth Advisors
Connecticut
$5.17M -$422K -7,768 -8%