We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Calamos Wealth Management
Illinois
$4.05M +$699K +12,740 +20%
CG
477
Colony Group
Massachusetts
$4.03M +$2.63K +48 +0.1%
BBWP
478
Beacon Bridge Wealth Partners
Pennsylvania
$4M +$45.6K +832 +1%
SG
479
StoneX Group
New York
$3.97M -$117K -2,140 -3%
FVWA
480
Foster Victor Wealth Advisors
South Carolina
$3.96M -$580K -10,572 -12%
LWA
481
LWS Wealth Advisors
New Jersey
$3.95M +$64.1K +1,168 +2%
SL
482
Salomon & Ludwin
Virginia
$3.94M +$562K +10,256 +16%
SCP
483
Shorepoint Capital Partners
Massachusetts
$3.92M -$4.61K -84 -0.1%
ACM
484
Advisors Capital Management
New Jersey
$3.9M +$814K +14,836 +25%
DC
485
Davenport & Co
Virginia
$3.89M +$302K +5,504 +8%
FLI
486
Family Legacy Inc
South Carolina
$3.89M -$45.4K -828 -1%
FT
487
Fiduciary Trust
Massachusetts
$3.86M +$239K +4,356 +6%
RA
488
RFG Advisory
Alabama
$3.86M -$2.4M -43,776 -37%
MFIMFI
489
Mesirow Financial Investment Management - Fixed Income
Illinois
$3.85M -$349K -6,360 -8%
FA
490
Fermata Advisors
California
$3.83M +$4.04M +73,596 New
GFG
491
Goldstone Financial Group
Illinois
$3.83M +$375K +6,836 +10%
CAM
492
CPA Asset Management
Florida
$3.81M +$797K +14,540 +25%
ATC
493
Argent Trust Co
Tennessee
$3.81M +$309K +5,636 +8%
PCFFS
494
Pacific Center for Financial Services
California
$3.79M -$167K -3,052 -4%
ST
495
Spinnaker Trust
Maine
$3.78M +$48.5K +884 +1%
AA
496
Alesco Advisors
New York
$3.77M +$49.8K +908 +1%
OGF
497
Orin Green Financial
California
$3.77M -$159K -2,904 -4%
Legacy Financial Group (Iowa)
498
Legacy Financial Group (Iowa)
Iowa
$3.77M -$324K -5,916 -8%
IFPL
499
Investments & Financial Planning LLC
Kentucky
$3.76M +$421K +7,672 +12%
EC
500
Estate Counselors
Wisconsin
$3.75M