We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
401
Dowling & Yahnke
California
$3.76M -$22.8K -420 -0.6%
EWA
402
Encompass Wealth Advisors
Oregon
$3.74M +$1.75M +32,280 +99%
NEWAS
403
N.E.W. Advisory Services
Wisconsin
$3.73M -$548K -10,100 -13%
KCM
404
Kendall Capital Management
Maryland
$3.7M – – –
OGF
405
Orin Green Financial
California
$3.68M -$33.9K -624 -0.9%
RIS
406
Retirement Income Solutions
Michigan
$3.68M -$117K -2,160 -3%
OFW
407
Omnia Family Wealth
Florida
$3.66M -$239K -4,408 -6%
ATC
408
Argent Trust Co
Tennessee
$3.62M -$3.04K -56 -0.1%
GRP
409
Global Retirement Partners
California
$3.6M +$337K +6,204 +11%
RC
410
Roundview Capital
New Jersey
$3.58M +$136K +2,500 +4%
SAM
411
S.A. Mason
Michigan
$3.56M +$344K +6,332 +11%
SWA
412
Sightline Wealth Advisors
Connecticut
$3.55M +$9.77K +180 +0.3%
SWA
413
Sax Wealth Advisors
New Jersey
$3.54M +$1.89M +34,864 +119%
CWM
414
Calamos Wealth Management
Illinois
$3.53M – – –
JWBC
415
John W. Brooker & Co
California
$3.5M -$136K -2,500 -4%
TCWM
416
Total Clarity Wealth Management
Illinois
$3.46M -$970K -17,868 -22%
DSC
417
Duncker Streett & Co
Missouri
$3.46M +$4.78K +88 +0.1%
FFA
418
First Foundation Advisors
California
$3.44M -$810K -14,924 -19%
KIA
419
KCM Investment Advisors
California
$3.44M -$39.3K -724 -1%
PFS
420
Prospera Financial Services
Texas
$3.43M +$694K +12,788 +26%
KPWS
421
Kestra Private Wealth Services
Texas
$3.43M -$49.9K -920 -1%
GAM
422
Gemmer Asset Management
California
$3.43M +$3.36M +61,944 New
SAM
423
Sawgrass Asset Management
Florida
$3.42M – – –
LWAC
424
Laurel Wealth Advisors (California)
California
$3.4M -$8.88M -163,644 -73%
MCWS
425
McKinley Carter Wealth Services
West Virginia
$3.37M -$81.4K -1,500 -2%
15 16
17
18 19