We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
451
Gofen & Glossberg
Illinois
$546K +$7.09K +180 +1%
AP
452
Atwood & Palmer
Missouri
$545K +$48K +1,220 +9%
LFS
453
Legacy Financial Strategies
Kansas
$543K +$180K +4,560 +48%
AWM
454
AE Wealth Management
Kansas
$531K -$105K -2,676 -16%
PFT
455
Providence First Trust
Arizona
$531K – – –
TCM
456
Tradewinds Capital Management
Washington
$531K – – –
BFO
457
Boston Family Office
Massachusetts
$527K +$21.1K +536 +4%
SNBOSD
458
Security National Bank of So Dak
Iowa
$525K -$249K -6,320 -32%
SWM
459
Segment Wealth Management
Texas
$519K – – –
RWP
460
RWA Wealth Partners
Massachusetts
$517K -$142K -3,612 -21%
PFM
461
Parsec Financial Management
North Carolina
$515K -$6.93K -176 -1%
IF
462
Ironwood Financial
Arizona
$515K -$2.05K -52 -0.4%
FF
463
Friedenthal Financial
New Jersey
$511K +$132K +3,360 +34%
MWAC
464
Mariner Wealth Advisors (Cincinnati)
Ohio
$510K – – –
OC
465
Oakworth Capital
Alabama
$509K – – –
JIC
466
Johnson Investment Counsel
Ohio
$505K +$9.77K +248 +2%
GPC
467
Glacier Peak Capital
Washington
$505K +$516K +13,096 New
GLA
468
Great Lakes Advisors
Illinois
$502K +$17.6K +448 +4%
WA
469
Wealth Architects
California
$499K +$6.93K +176 +1%
MMPW
470
Mitchell McLeod Pugh & Williams
Alabama
$498K – – –
LFS
471
Lutz Financial Services
Nebraska
$497K +$16.2K +412 +3%
SIC
472
Sigma Investment Counselors
Michigan
$495K +$12.4K +316 +3%
BUB
473
BBVA USA Bancshares
Texas
$494K +$247K +6,268 +96%
NFG
474
NewFocus Financial Group
Washington
$489K -$83.8K -2,128 -14%
BFA
475
Beaumont Financial Advisors
Massachusetts
$485K +$285K +7,236 +135%
17 18
19
20 21