We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
376
Kestra Private Wealth Services
Texas
$6.01M +$625K +11,400 +11%
CFS
377
CRA Financial Services
New Jersey
$5.99M +$540K +9,840 +9%
BFAG
378
Blackston Financial Advisory Group
Florida
$5.98M +$462K +8,432 +8%
EW
379
Evoke Wealth
California
$5.97M +$4.45M +81,112 +242%
NF
380
Nikulski Financial
Iowa
$5.96M +$206K +3,752 +3%
RC
381
Roundview Capital
New Jersey
$5.95M +$423K +7,708 +7%
BCP
382
Berkeley Capital Partners
Georgia
$5.95M +$327K +5,968 +6%
PFG
383
PAX Financial Group
Texas
$5.95M +$733K +13,368 +13%
VWA
384
Visionary Wealth Advisors
Illinois
$5.93M +$299K +5,452 +5%
BP
385
BBR Partners
New York
$5.89M -$45K -820 -0.7%
SWA
386
Stratos Wealth Advisors
Ohio
$5.87M +$1.89M +34,384 +44%
EWP
387
Elevation Wealth Partners
California
$5.82M +$140K +2,544 +2%
AA
388
Addison Advisors
Vermont
$5.79M +$1.11M +20,288 +22%
SPIA
389
Steward Partners Investment Advisory
New York
$5.74M -$386K -7,044 -6%
EGWAG
390
Elwood & Goetz Wealth Advisory Group
Georgia
$5.72M +$896K +16,332 +17%
WP
391
WMS Partners
Maryland
$5.71M -$115K -2,104 -2%
SPC
392
Sigma Planning Corp
Michigan
$5.7M -$198K -3,604 -3%
PWM
393
Perigon Wealth Management
California
$5.67M -$65.2K -1,188 -1%
SAM
394
Sawgrass Asset Management
Florida
$5.66M +$3.18M +58,000 +114%
CAG
395
Crestwood Advisors Group
Massachusetts
$5.66M -$23K -420 -0.4%
FCA
396
FLC Capital Advisors
California
$5.56M +$151K +2,752 +3%
IAN
397
Integrated Advisors Network
Texas
$5.55M -$104K -1,888 -2%
NWM
398
Northcape Wealth Management
New York
$5.49M +$60.1K +1,096 +1%
RWG
399
Regal Wealth Group
California
$5.47M +$29.2K +532 +0.5%
BWS
400
Buck Wealth Strategies
Colorado
$5.45M -$38.4K -700 -0.7%