We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOC
451
Bull Oak Capital
California
$7.17M +$279K +4,156 +4%
TA
452
TruWealth Advisors
Louisiana
$7.14M -$96.9K -1,444 -1%
DBRC
453
D.B. Root & Company
Pennsylvania
$7.12M +$2.16M +32,160 +41%
RWM
454
RKL Wealth Management
Pennsylvania
$7.11M -$152K -2,272 -2%
AF
455
Amara Financial
California
$7.1M +$137K +2,044 +2%
BWA
456
Beam Wealth Advisors
Louisiana
$7.09M +$85.9K +1,280 +1%
FMB
457
Field & Main Bank
Kentucky
$7.08M +$7.35M +109,564 New
AFG
458
Atomi Financial Group
New York
$7.05M +$787K +11,724 +12%
FPCG
459
Forum Private Client Group
Indiana
$7.04M +$391K +5,820 +6%
TAM
460
Titleist Asset Management
Texas
$7.04M +$2.03M +30,184 +38%
CP
461
Creekside Partners
California
$7.02M +$99.1K +1,476 +1%
JIC
462
Johnson Investment Counsel
Ohio
$6.99M +$792K +11,800 +12%
IAN
463
Integrated Advisors Network
Texas
$6.96M -$134K -1,996 -2%
MOS
464
MGO One Seven
Ohio
$6.91M -$66K -984 -0.9%
CRC
465
Curi RMB Capital
Illinois
$6.88M -$2.35M -34,948 -25%
FAI
466
Fiduciary Advisors Inc
Missouri
$6.88M +$101K +1,508 +1%
Financial Engines Advisors
467
Financial Engines Advisors
California
$6.87M -$151K -2,256 -2%
WT
468
Washington Trust
Rhode Island
$6.87M -$50.7K -756 -0.7%
CFA
469
Cahill Financial Advisors
Minnesota
$6.86M +$282K +4,196 +4%
FWM
470
Fonville Wealth Management
Virginia
$6.83M +$196K +2,920 +3%
SAM
471
Sawgrass Asset Management
Florida
$6.78M -$67.1K -1,000 -0.9%
KW
472
Keyvantage Wealth
Pennsylvania
$6.74M +$6.56M +97,780 +1,510%
SF
473
Synovus Financial
Georgia
$6.66M +$410K +6,116 +6%
BA
474
Bristlecone Advisors
Washington
$6.65M -$90.2K -1,344 -1%
BJL
475
Brighton Jones LLC
Washington
$6.65M -$86.7K -1,292 -1%