We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
326
Tradewinds Capital Management
Washington
$461K
CCM
327
Cribstone Capital Management
Maine
$458K +$3.06K +100 +0.7%
SCA
328
Stillwater Capital Advisors
Pennsylvania
$457K
AL
329
Aspiriant LLC
California
$453K +$448K +14,660 New
IF
330
Ironwood Financial
Arizona
$451K -$18.2K -596 -4%
BHIA
331
Birch Hill Investment Advisors
Massachusetts
$448K
GG
332
Gofen & Glossberg
Illinois
$448K
SNBOSD
333
Security National Bank of So Dak
Iowa
$438K +$2.08K +68 +0.5%
CBU
334
CIBC Bank USA
Illinois
$426K +$56.2K +1,840 +15%
PFM
335
Parsec Financial Management
North Carolina
$422K +$1.59K +52 +0.4%
TPWA
336
TRUE Private Wealth Advisors
Oregon
$418K +$190K +6,212 +85%
HH
337
Hilltop Holdings
Texas
$417K
RC
338
Roundview Capital
New Jersey
$409K +$125K +4,096 +45%
HCM
339
Howland Capital Management
Massachusetts
$406K +$15.9K +520 +4%
PCTC
340
Perkins Coie Trust Company
Washington
$405K
FBNAT
341
FirstMerit Bank N.A. Trustee
Ohio
$403K
CCG
342
Cypress Capital Group
Florida
$402K +$398K +13,020 New
FMBTD
343
First Midwest Bank Trust Division
Illinois
$399K +$856 +28 +0.2%
WA
344
Wealth Architects
California
$394K
LW
345
Linscomb Wealth
Texas
$393K -$57.2K -1,872 -13%
LA
346
LVW Advisors
New York
$388K -$62.8K -2,056 -14%
SIC
347
Sigma Investment Counselors
Michigan
$376K
BA
348
BKS Advisors
Michigan
$376K +$10K +328 +3%
KWMG
349
King Wealth Management Group
Florida
$375K -$61.1K -2,000 -14%
BPCE
350
Bank Pictet & Cie (Europe)
Germany
$371K