We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Lyell Wealth Management
California
$207K – – –
Bahl & Gaynor
552
Bahl & Gaynor
Ohio
$206K -$25.2K -700 -11%
Mission Wealth Management
553
Mission Wealth Management
California
$204K +$200K +5,548 New
PA
554
Probity Advisors
Texas
$203K +$200K +5,536 New
BFA
555
Beaumont Financial Advisors
Massachusetts
$202K -$181K -5,032 -48%
AIM
556
Acropolis Investment Management
Missouri
$185K – – –
CFD
557
Creative Financial Designs
Indiana
$183K +$14.1K +392 +8%
CBT
558
Central Bank & Trust
Kentucky
$182K – – –
GEA
559
Glen Eagle Advisors
New Jersey
$179K -$188K -5,200 -52%
Perigon Wealth Management
560
Perigon Wealth Management
California
$178K -$27K -748 -13%
Farmers & Merchants Investments Inc
561
Farmers & Merchants Investments Inc
Nebraska
$176K – – –
IHT Wealth Management
562
IHT Wealth Management
Illinois
$172K +$144 +4 +0.1%
CB
563
Community Bank
New York
$170K -$3.75K -104 -2%
IIC
564
Integrated Investment Consultants
Michigan
$162K – – –
FMTCOCP
565
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K – – –
Brown Brothers Harriman & Co
566
Brown Brothers Harriman & Co
New York
$156K – – –
NSB
567
Norway Savings Bank
Maine
$154K – – –
NSIM
568
North Star Investment Management
Illinois
$152K – – –
Capital Analysts LLC
569
Capital Analysts LLC
Pennsylvania
$151K -$76.5K -2,120 -34%
VC
570
Vestor Capital
Illinois
$147K – – –
PFSC
571
Peoples Financial Services Corp
Pennsylvania
$144K – – –
AIM
572
Arcadia Investment Management
Michigan
$139K -$86.6K -2,400 -39%
PCP
573
Proficio Capital Partners
Massachusetts
$134K – – –
SG Americas Securities
574
SG Americas Securities
New York
$124K -$33.2K -920 -21%
GBT
575
Grove Bank & Trust
Florida
$124K +$116K +3,228 +2,306%