We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
576
BKM Wealth Management
Wisconsin
$4.7M -$152K -2,240 -3%
NFP
577
Narus Financial Partners
Utah
$4.68M +$207K +3,048 +4%
KFGK
578
Keystone Financial Group (Kentucky)
Kentucky
$4.68M +$24.2K +356 +0.5%
RIS
579
Retirement Income Solutions
Michigan
$4.67M -$518K -7,636 -10%
MF
580
Meridian Financial
Massachusetts
$4.65M -$77.4K -1,140 -2%
TW
581
TrinityPoint Wealth
Connecticut
$4.64M +$78.5K +1,156 +2%
AFAS
582
Acorn Financial Advisory Services
Virginia
$4.62M -$824K -12,144 -15%
OGF
583
Orin Green Financial
California
$4.61M -$4.75M -69,956 Closed
MG
584
Mather Group
Illinois
$4.6M +$77.7K +1,144 +2%
SCP
585
Shorepoint Capital Partners
Massachusetts
$4.6M -$49.4K -728 -1%
FUBT
586
First United Bank & Trust
Maryland
$4.57M +$294K +4,332 +7%
MSA
587
Marathon Strategic Advisors
Pennsylvania
$4.53M -$40.2K -592 -0.9%
WLIM
588
White Lighthouse Investment Management
Massachusetts
$4.47M +$140K +2,064 +3%
PCFFS
589
Pacific Center for Financial Services
California
$4.47M -$66.5K -980 -1%
WA
590
WP Advisors
California
$4.45M +$316K +4,656 +7%
ATC
591
Argent Trust Co
Tennessee
$4.45M +$170K +2,508 +4%
BCP
592
Berkeley Capital Partners
Georgia
$4.44M +$58.7K +864 +1%
SMC
593
Smith, Moore & Co
Missouri
$4.42M -$295K -4,344 -6%
CHC
594
City Holding Co
West Virginia
$4.36M +$185K +2,724 +4%
CCM
595
Colorado Capital Management
Colorado
$4.35M +$1.66M +24,452 +59%
HP
596
Holistic Planning
Texas
$4.35M +$171K +2,520 +4%
BTW
597
Boston Trust Walden
Massachusetts
$4.35M +$2.38M +35,080 +114%
MW
598
Marcum Wealth
Ohio
$4.35M -$26.9K -396 -0.6%
AI
599
Atria Investments
North Carolina
$4.33M +$132K +1,940 +3%
RWP
600
RWA Wealth Partners
Massachusetts
$4.32M +$456K +6,716 +11%
22 23
24
25 26