We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Stockman Wealth Management
Montana
$824K -$691K -18,304 -46%
TI
402
Truepoint Inc
Ohio
$818K -$776K -20,548 -49%
NA
403
NewEdge Advisors
Louisiana
$816K +$777K +20,572 New
SFM
404
Signet Financial Management
New Jersey
$804K -$47.7K -1,264 -6%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$801K +$90K +2,384 +13%
BRWA
406
B. Riley Wealth Advisors
Florida
$800K -$121K -3,216 -13%
MC
407
Moors & Cabot
Massachusetts
$782K -$40K -1,060 -5%
LRIA
408
Leonard Rickey Investment Advisors
Washington
$780K +$761K +20,148 New
KA
409
Kovack Advisors
Florida
$778K +$8.76K +232 +1%
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$774K +$298K +7,904 +65%
SNBOSD
411
Security National Bank of So Dak
Iowa
$772K
MWP
412
MYCIO Wealth Partners
Pennsylvania
$766K +$3.77K +100 +0.5%
SBIA
413
Sheaff Brock Investment Advisors
Indiana
$753K
WI
414
WrapManager Inc
California
$748K -$5.59K -148 -0.8%
FTC
415
Farmers Trust Company
Ohio
$724K +$706K +18,712 New
CWM
416
Cornerstone Wealth Management
Missouri
$711K -$40.6K -1,076 -6%
FCB
417
First Command Bank
Texas
$710K -$3.02K -80 -0.4%
FCFS
418
First Command Financial Services
Texas
$710K -$3.02K -80 -0.4%
CMBA
419
C.M. Bidwell & Associates
Hawaii
$710K +$692K +18,340 New
HPC
420
HM Payson & Co
Maine
$701K +$232K +6,152 +51%
TAM
421
Tocqueville Asset Management
New York
$697K +$679K +18,000 New
RWM
422
Ritholtz Wealth Management
New York
$695K +$79K +2,092 +13%
TC
423
Trust Company
Kansas
$695K +$678K +17,972 New
SFA
424
Stewardship Financial Advisors
Georgia
$691K -$1.51K -40 -0.2%
FNBOO
425
First National Bank of Omaha
Nebraska
$689K +$30.2K +800 +5%