We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
476
BSW Wealth Partners
Colorado
$925K -$11K -264 -1%
SFWC
477
Strategic Family Wealth Counselors
New Jersey
$920K
ESB
478
Essex Savings Bank
Connecticut
$915K +$2.84K +68 +0.3%
NWP
479
Northstar Wealth Partners
Connecticut
$907K +$1.84K +44 +0.2%
SWM
480
SigFig Wealth Management
California
$902K +$117K +2,808 +15%
AWA
481
Arete Wealth Advisors
Illinois
$899K -$108K -2,584 -11%
ECM
482
EagleClaw Capital Management
Massachusetts
$898K -$50.1K -1,200 -5%
FNBOO
483
First National Bank of Omaha
Nebraska
$897K -$18.2K -436 -2%
BFO
484
Boston Family Office
Massachusetts
$893K -$33.4K -800 -4%
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$890K +$325K +7,780 +58%
ZF
486
Zhang Financial
Michigan
$874K -$71.5K -1,712 -8%
FC
487
Ferris Capital
Massachusetts
$873K
WCM
488
WealthBridge Capital Management
Ohio
$870K -$8.36K -200 -1%
CFSG
489
Community Financial Services Group
Vermont
$863K +$94.1K +2,252 +12%
HTC
490
Haverford Trust Company
Pennsylvania
$859K +$856K +20,496 New
CFMC
491
Curbstone Financial Management Corp
New Hampshire
$855K
FWM
492
Frontier Wealth Management
Missouri
$851K +$187K +4,472 +28%
PWM
493
Paulson Wealth Management
Illinois
$844K +$2.34K +56 +0.3%
FCB
494
First Command Bank
Texas
$836K +$22.6K +540 +3%
FCFS
495
First Command Financial Services
Texas
$836K +$22.6K +540 +3%
ACM
496
Azimuth Capital Management
Michigan
$834K +$612K +14,644 +278%
RTS
497
Round Table Services
New Jersey
$828K
PWMAG
498
Pinnacle Wealth Management Advisory Group
New Jersey
$823K +$23.4K +560 +3%
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$823K +$581K +13,900 +242%
HPC
500
HM Payson & Co
Maine
$821K -$10.9K -260 -1%