We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
551
Inspirion Wealth Advisors
Illinois
$516K -$113K -2,932 -19%
SEIA
552
Signature Estate & Investment Advisors
California
$512K -$5.08K -132 -1%
OBWP
553
O'Brien Wealth Partners
Massachusetts
$507K -$20.8K -540 -4%
LDB
554
Lee, Danner & Bass
Tennessee
$506K -$10.8K -280 -2%
PFT
555
Providence First Trust
Arizona
$506K
WFG
556
Wills Financial Group
Virginia
$505K +$132K +3,432 +38%
WLIM
557
White Lighthouse Investment Management
Massachusetts
$502K +$36.9K +960 +8%
SIC
558
Sigma Investment Counselors
Michigan
$501K -$6.15K -160 -1%
MA
559
MONECO Advisors
Connecticut
$498K +$1.54K +40 +0.3%
AMCA
560
Arthur M. Cohen & Associates
Illinois
$497K +$76.9K +2,000 +19%
FNBT
561
FineMark National Bank & Trust
Florida
$494K -$14K -364 -3%
KA
562
Klingman & Associates
New York
$494K
BWM
563
Baystate Wealth Management
Massachusetts
$488K -$76K -1,976 -14%
MWA
564
Meridian Wealth Advisors
Texas
$487K -$520K -13,508 -53%
First Manhattan
565
First Manhattan
New York
$487K
ACM
566
Allred Capital Management
Texas
$484K +$615 +16 +0.1%
SFSIG
567
San Francisco Sentry Investment Group
California
$483K
RA
568
RFG Advisory
Alabama
$480K -$97.2K -2,528 -17%
SWA
569
Stratos Wealth Advisors
Ohio
$475K +$21.5K +560 +5%
PFS
570
Prospera Financial Services
Texas
$471K +$440K +11,436 New
FNB
571
Farmers National Bank
Kentucky
$471K +$450K +11,712 New
CBN
572
Cadence Bank NA
Texas
$467K
LFA
573
Landmark Financial Advisors
Kentucky
$466K
TCM
574
Tradewinds Capital Management
Washington
$466K +$26K +676 +6%
IWM
575
IHT Wealth Management
Illinois
$464K +$115K +2,996 +35%