We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
476
One Capital Management
California
$5.44M -$574K -9,452 -10%
FPAS
477
Focus Partners Advisor Solutions
Missouri
$5.41M -$566K -9,320 -9%
BWCS
478
Beirne Wealth Consulting Services
Connecticut
$5.36M – – –
SF
479
Synovus Financial
Georgia
$5.32M -$51K -840 -0.9%
BWA
480
Beam Wealth Advisors
Louisiana
$5.3M +$5.33M +87,648 New
CPL
481
CAP Partners LLC
Tennessee
$5.29M +$362K +5,964 +7%
MA
482
Mutual Advisors
Nebraska
$5.28M -$125K -2,056 -2%
BCWM
483
Bartlett & Co Wealth Management
Ohio
$5.17M -$69.3K -1,140 -1%
RF
484
Robinswood Financial
Washington
$5.1M +$96K +1,580 +2%
DC
485
Davenport & Co
Virginia
$5.06M +$620K +10,208 +14%
BCM
486
Beaumont Capital Management
Massachusetts
$5.02M -$121K -1,984 -2%
CA
487
Continuum Advisory
Idaho
$5M +$114K +1,876 +2%
AFAS
488
Acorn Financial Advisory Services
Virginia
$4.99M +$411K +6,764 +9%
ACM
489
Advisors Capital Management
New Jersey
$4.99M -$14.8K -244 -0.3%
MG
490
Mather Group
Illinois
$4.96M +$785K +12,912 +19%
ST
491
Spinnaker Trust
Maine
$4.96M +$26.5K +436 +0.5%
SW
492
SVB Wealth
Massachusetts
$4.96M +$118K +1,940 +2%
BAG
493
Bridgewealth Advisory Group
California
$4.91M +$420K +6,916 +9%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$4.9M +$160K +2,628 +3%
RIA
495
Regal Investment Advisors
Michigan
$4.9M +$75.4K +1,240 +2%
LC
496
Lindbrook Capital
California
$4.88M -$83.9K -1,380 -2%
RIS
497
Retirement Income Solutions
Michigan
$4.88M -$439K -7,228 -8%
WS
498
Wedbush Securities
California
$4.85M +$1.16M +19,060 +31%
RWM
499
Refined Wealth Management
Utah
$4.83M +$182K +2,992 +4%
KCM
500
Kendall Capital Management
Maryland
$4.82M – – –
18 19
20
21 22