We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFGH
351
Lee Financial Group Hawaii
Hawaii
$4.08M -$226K -4,672 -6%
WCFA
352
Walkner Condon Financial Advisors
Wisconsin
$4.06M +$1.23M +25,500 +48%
FFA
353
First Foundation Advisors
California
$3.99M -$17K -352 -0.5%
ATPW
354
Ashton Thomas Private Wealth
Arizona
$3.97M +$134K +2,768 +4%
NEWAS
355
N.E.W. Advisory Services
Wisconsin
$3.97M -$1.15M -23,676 -24%
NL
356
NWAM LLC
Washington
$3.97M +$11.6K +240 +0.3%
SWA
357
Stratos Wealth Advisors
Ohio
$3.97M +$3.72M +76,736 New
EWM
358
Evercore Wealth Management
New York
$3.96M -$132K -2,716 -3%
Franklin Resources
359
Franklin Resources
California
$3.96M +$450K +9,292 +14%
JIC
360
Johnson Investment Counsel
Ohio
$3.93M +$35.4K +732 +1%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$3.91M -$16.1K -332 -0.4%
HPWM
362
High Pines Wealth Management
Massachusetts
$3.9M +$3.65M +75,368 New
IP
363
Investment Partners
Ohio
$3.89M
MFA
364
Mayflower Financial Advisors
Massachusetts
$3.88M +$3.63M +75,032 New
SWM
365
Southern Wealth Management
Texas
$3.86M +$28.7K +592 +0.8%
FSWA
366
Financial Synergies Wealth Advisors
Texas
$3.85M -$4.97M -102,688 -58%
MI
367
Moneywise Inc
Virginia
$3.84M +$77.9K +1,608 +2%
H
368
HoyleCohen
California
$3.82M +$407K +8,416 +13%
BA
369
Bristlecone Advisors
Washington
$3.82M +$232K +4,800 +7%
TPCW
370
TD Private Client Wealth
New York
$3.81M -$452K -9,332 -11%
NEAM
371
New England Asset Management
Connecticut
$3.74M
SCP
372
Shorepoint Capital Partners
Massachusetts
$3.73M +$6.78K +140 +0.2%
GBT
373
Grove Bank & Trust
Florida
$3.67M -$81.9K -1,692 -2%
GFS
374
GYL Financial Synergies
Connecticut
$3.66M +$176K +3,636 +5%
BSW
375
Buckingham Strategic Wealth
Missouri
$3.66M +$619K +12,784 +22%