We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
351
Integrated Wealth Management (Palm Desert)
California
$70K +$67K +2,132 New
TDC
352
Thompson Davis & Co
Virginia
$66K
NSIM
353
North Star Investment Management
Illinois
$63K
WP
354
WealthPLAN Partners
Nebraska
$61K +$58.1K +1,848 New
TNB
355
Thomasville National Bank
Georgia
$59K +$56.2K +1,788 New
Barclays
356
Barclays
United Kingdom
$56K +$53.3K +1,696 New
GWS
357
Glassman Wealth Services
Virginia
$51K
CAL
358
Capital Advisors Ltd
Ohio
$49K
RWM
359
Raffa Wealth Management
District of Columbia
$47K -$55.3K -1,760 -55%
CFA
360
Carroll Financial Associates
North Carolina
$44K
IC
361
Intersect Capital
California
$35K +$34K +1,080 New
CG
362
Colony Group
Massachusetts
$32K -$728K -23,164 -96%
BBHC
363
Brown Brothers Harriman & Co
New York
$31K
ASN
364
Advisory Services Network
Georgia
$29K
KA
365
Klingman & Associates
New York
$28K
PSUF
366
People's United Financial
Connecticut
$27K
PMFA
367
Plante Moran Financial Advisors
Michigan
$27K
BC
368
Bartlett & Co
Ohio
$27K +$22K +700 +583%
JFA
369
JNBA Financial Advisors
Minnesota
$24K
OC
370
Oakworth Capital
Alabama
$23K
DOA
371
D'Orazio & Associates
Virginia
$21K
SIG
372
Stanford Investment Group
California
$21K
MFBTD
373
MB Financial Bank - Trust Department
Illinois
$20K -$47.4K -1,508 -72%
BAM
374
Barrett Asset Management
New York
$20K
AF
375
Allworth Financial
California
$20K +$18.9K +600 New