We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
426
Level Four Advisory Services
Texas
$738K +$82.6K +2,024 +13%
WS
427
Wedbush Securities
California
$735K
SFA
428
Stewardship Financial Advisors
Georgia
$733K -$1.14K -28 -0.2%
DIA
429
Dana Investment Advisors
Wisconsin
$724K +$104K +2,544 +17%
LRIA
430
Leonard Rickey Investment Advisors
Washington
$719K -$1.31K -32 -0.2%
H
431
HoyleCohen
California
$703K +$73.1K +1,792 +12%
RMAM
432
Raab & Moskowitz Asset Management
New Jersey
$700K -$653 -16 -0.1%
MC
433
Moors & Cabot
Massachusetts
$688K +$60.9K +1,492 +10%
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$687K +$346K +8,468 +102%
CTC
435
Central Trust Company
Missouri
$686K +$165K +4,032 +32%
WT
436
Washington Trust
Rhode Island
$686K +$650K +15,920 +1,990%
CC
437
Cognios Capital
Kansas
$680K -$68.1K -1,668 -9%
SG
438
StoneX Group
New York
$680K +$131K +3,216 +24%
RBC
439
Roble Belko & Company
Pennsylvania
$668K
CCA
440
Clearwater Capital Advisors
Illinois
$667K +$24K +588 +4%
BHIA
441
Birch Hill Investment Advisors
Massachusetts
$667K +$83.6K +2,048 +14%
ONST
442
Old North State Trust
North Carolina
$664K +$663K +16,244 New
MMA
443
Miracle Mile Advisors
California
$663K +$188K +4,604 +40%
OIA
444
OneDigital Investment Advisors
Kansas
$656K -$5.88K -144 -0.9%
CI
445
Conning Inc
Connecticut
$653K +$650K +15,920 New
MWP
446
MYCIO Wealth Partners
Pennsylvania
$652K -$24.5K -600 -4%
AWM
447
AE Wealth Management
Kansas
$652K -$13.7K -336 -2%
CIA
448
Covington Investment Advisors
Pennsylvania
$645K -$3.1K -76 -0.5%
VAM
449
Visionary Asset Management
Texas
$645K +$48.6K +1,192 +8%
TVWM
450
Tower View Wealth Management
Wisconsin
$642K -$816 -20 -0.1%