We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
376
Nikulski Financial
Iowa
$6.1M +$172K +3,280 +3%
PWM
377
Perigon Wealth Management
California
$6.06M +$1.88M +35,848 +48%
EWP
378
Elevation Wealth Partners
California
$6.04M +$649K +12,380 +13%
CAG
379
Crestwood Advisors Group
Massachusetts
$6M +$67.5K +1,288 +1%
IAN
380
Integrated Advisors Network
Texas
$5.97M -$49.3K -940 -0.9%
VWA
381
Visionary Wealth Advisors
Illinois
$5.97M -$206K -3,928 -3%
BCP
382
Berkeley Capital Partners
Georgia
$5.96M +$92.9K +1,772 +2%
SC
383
Steph & Co
Wisconsin
$5.94M -$605K -11,544 -10%
MA
384
Mutual Advisors
Nebraska
$5.93M +$939K +17,908 +20%
JJBC
385
James J. Burns & Company
New York
$5.9M +$363K +6,916 +7%
OCM
386
One Capital Management
California
$5.9M +$74.2K +1,416 +1%
PAS
387
Park Avenue Securities
New York
$5.87M +$1.27M +24,296 +30%
RC
388
Roundview Capital
New Jersey
$5.87M +$367K +7,004 +7%
BFAG
389
Blackston Financial Advisory Group
Florida
$5.86M -$163K -3,116 -3%
SIA
390
Strategic Investment Advisors
Michigan
$5.81M +$2.94M +56,120 +113%
CFS
391
CRA Financial Services
New Jersey
$5.79M +$499K +9,524 +10%
CWS
392
Cypress Wealth Services
California
$5.78M -$1.05K -20 -0%
Prudential Financial
393
Prudential Financial
New Jersey
$5.75M +$3.3M +62,908 +151%
NWM
394
Northcape Wealth Management
New York
$5.74M +$78K +1,488 +1%
BWA
395
BDO Wealth Advisors
Florida
$5.74M -$377K -7,200 -6%
KPWS
396
Kestra Private Wealth Services
Texas
$5.73M +$588K +11,220 +12%
FCA
397
FLC Capital Advisors
California
$5.73M +$391K +7,452 +8%
RWG
398
Regal Wealth Group
California
$5.72M +$2.59M +49,356 +89%
BWS
399
Buck Wealth Strategies
Colorado
$5.68M +$664K +12,672 +14%
Citigroup
400
Citigroup
New York
$5.66M -$354K -6,756 -6%