We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
551
Greenup Street Wealth Management
Michigan
$6.32M +$1.01M +13,944 +19%
Scotia Capital
552
Scotia Capital
Ontario, Canada
$6.32M -$146K -2,012 -2%
Dynamic Advisor Solutions
553
Dynamic Advisor Solutions
Arizona
$6.28M +$242K +3,324 +4%
Atria Investments
554
Atria Investments
North Carolina
$6.23M -$323K -4,444 -5%
EPAM
555
Evelyn Partners Asset Management
$6.21M +$709K +9,752 +13%
LWM
556
Latko Wealth Management
Illinois
$6.2M -$155K -2,132 -2%
Perigon Wealth Management
557
Perigon Wealth Management
California
$6.2M -$120K -1,644 -2%
CMAI
558
Capital Management Associates Inc
Minnesota
$6.17M +$2.81M +38,620 +83%
MAM
559
Mystic Asset Management
Rhode Island
$6.17M -$65.5K -900 -1%
CBA
560
Coastal Bridge Advisors
Connecticut
$6.11M +$565K +7,772 +10%
ML
561
McAdam LLC
Pennsylvania
$6.08M +$254K +3,488 +4%
AF
562
Amara Financial
California
$6.08M -$1.78M -24,404 -23%
Brown Brothers Harriman & Co
563
Brown Brothers Harriman & Co
New York
$6.06M +$1.46M +20,008 +31%
One Capital Management
564
One Capital Management
California
$6M +$310K +4,256 +5%
AIA
565
Accelerate Investment Advisors
California
$5.97M +$7.27K +100 +0.1%
EAN
566
Excelsior Advisor Network
Colorado
$5.93M +$5.95M +81,800 New
BPC
567
Bearing Point Capital
Minnesota
$5.92M +$514K +7,064 +9%
ST
568
Spinnaker Trust
Maine
$5.92M +$50.3K +692 +0.9%
RWM
569
Rialto Wealth Management
New York
$5.92M -$50K -688 -0.8%
TW
570
ticino wealth
California
$5.88M +$5.89M +81,024 New
Calamos Wealth Management
571
Calamos Wealth Management
Illinois
$5.86M +$5.82K +80 +0.1%
SCS Capital Management
572
SCS Capital Management
Massachusetts
$5.86M +$116K +1,592 +2%
SAM
573
S.A. Mason
Michigan
$5.85M +$5.24K +72 +0.1%
SIA
574
Spectrum Investment Advisors
Wisconsin
$5.84M +$22.7K +312 +0.4%
Gotham Asset Management
575
Gotham Asset Management
New York
$5.84M +$1.65M +22,684 +39%