We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
576
Caliber Wealth Management (Utah)
Utah
$1.72M +$81.4K +1,500 +5%
HB
577
Homrich & Berg
Georgia
$1.7M +$9.33K +172 +0.6%
CHA
578
Carmichael Hill & Associates
Maryland
$1.68M -$26.3K -484 -2%
AFA
579
Atlanta Financial Associates
Georgia
$1.67M – – –
ASN
580
Advisory Services Network
Georgia
$1.66M -$6.84M -125,968 -81%
BAM
581
Belpointe Asset Management
Nevada
$1.65M +$207K +3,816 +15%
EA
582
Eclectic Associates
California
$1.65M +$96.8K +1,784 +6%
PWMAG
583
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M +$4.34K +80 +0.3%
MMPW
584
Mitchell McLeod Pugh & Williams
Alabama
$1.62M +$242K +4,468 +18%
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$1.61M +$265K +4,888 +20%
CPWM
586
Cypress Point Wealth Management
Texas
$1.61M +$2.82K +52 +0.2%
GAM
587
Grandview Asset Management
Pennsylvania
$1.61M +$1.33M +24,588 +548%
LS
588
Leelyn Smith
Illinois
$1.6M -$410K -7,556 -21%
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M +$313K +5,772 +25%
AC
590
Apella Capital
Connecticut
$1.59M +$13.2K +244 +0.9%
SKK
591
Shepherd Kaplan Krochuk
Massachusetts
$1.58M +$119K +2,200 +8%
BW
592
Bison Wealth
Georgia
$1.58M -$146K -2,684 -9%
HC
593
HNP Capital
New York
$1.58M -$222K -4,088 -13%
HNW
594
High Note Wealth
Minnesota
$1.57M – – –
PBF
595
Petix & Botte Financial
California
$1.57M +$51.4K +948 +3%
PTC
596
Private Trust Company
Ohio
$1.57M +$63.4K +1,168 +4%
PPP
597
Private Portfolio Partners
New Jersey
$1.55M +$27.6K +508 +2%
RCA
598
Ranch Capital Advisors
Florida
$1.54M +$193K +3,556 +15%
UB
599
UMB Bank
Missouri
$1.54M +$427K +7,860 +39%
RTS
600
Round Table Services
New Jersey
$1.53M -$28.9K -532 -2%
22 23
24
25 26