We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
576
O'Brien Wealth Partners
Massachusetts
$505K -$30K -732 -6%
SFSIG
577
San Francisco Sentry Investment Group
California
$502K – – –
ACM
578
Allred Capital Management
Texas
$501K +$491 +12 +0.1%
SWA
579
Stratos Wealth Advisors
Ohio
$496K +$1.96K +48 +0.4%
MOS
580
MGO One Seven
Ohio
$492K -$45.3K -1,108 -9%
LCM
581
Liberty Capital Management
Michigan
$491K +$480K +11,740 New
BWM
582
Baystate Wealth Management
Massachusetts
$487K -$6.38K -156 -1%
CBN
583
Cadence Bank NA
Texas
$485K – – –
JIP
584
Jaffetilchin Investment Partners
Florida
$483K -$3M -73,356 -86%
CCA
585
Clearwater Capital Advisors
Illinois
$482K -$128K -3,132 -21%
IWA
586
Inspirion Wealth Advisors
Illinois
$481K -$55K -1,344 -10%
LW
587
Linscomb Wealth
Texas
$477K – – –
OC
588
Oakworth Capital
Alabama
$476K -$74.8K -1,828 -14%
PFT
589
Providence First Trust
Arizona
$476K -$49.1K -1,200 -10%
BB
590
Busey Bank
Illinois
$476K – – –
TCM
591
Tradewinds Capital Management
Washington
$471K -$13.7K -336 -3%
PCP
592
Proficio Capital Partners
Massachusetts
$467K – – –
FWCM
593
Ferguson Wellman Capital Management
Oregon
$466K +$118K +2,888 +35%
UB
594
UMB Bank
Missouri
$462K -$90.7K -2,216 -17%
TC
595
Trust Company
Kansas
$461K – – –
ACM
596
Ategra Capital Management
Virginia
$454K +$444K +10,852 New
CL
597
Choreo LLC
Illinois
$453K -$13.1K -320 -3%
WPSG
598
Wealth & Pension Services Group
Georgia
$451K +$982 +24 +0.2%
OPA
599
Old Port Advisors
Maine
$450K -$20.3K -496 -4%
CCA
600
Conservest Capital Advisors
Pennsylvania
$445K +$164 +4 +0%
22 23
24
25 26