We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
Rooted Wealth Advisors
Illinois
$3.34M +$422K +7,904 +16%
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$3.33M +$90.8K +1,700 +3%
FHA
603
Flagship Harbor Advisors
Massachusetts
$3.32M -$17.7K -332 -0.6%
WLIM
604
White Lighthouse Investment Management
Massachusetts
$3.27M +$293K +5,484 +11%
WCM
605
Windham Capital Management
Massachusetts
$3.27M +$6.63K +124 +0.2%
FUBT
606
First United Bank & Trust
Maryland
$3.26M +$66.7K +1,248 +2%
WMG
607
WESCAP Management Group
California
$3.26M -$155K -2,896 -5%
ES
608
Eagle Strategies
New York
$3.26M -$345K -6,456 -10%
CHC
609
City Holding Co
West Virginia
$3.25M -$2.99K -56 -0.1%
Qube Research & Technologies (QRT)
610
Qube Research & Technologies (QRT)
United Kingdom
$3.25M +$2.98M +55,828 New
VC
611
Vicus Capital
Pennsylvania
$3.24M +$366K +6,848 +14%
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$3.24M +$244K +4,572 +9%
LA
613
Legacy Advisors
Pennsylvania
$3.21M +$1.9M +35,480 +180%
MPW
614
MGO Private Wealth
California
$3.19M +$596K +11,160 +26%
VIA
615
Vickerman Investment Advisors
Washington
$3.18M +$165K +3,084 +6%
HA
616
Hofer & Associates
California
$3.18M -$29.9K -560 -1%
GWANC
617
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.17M +$215K +4,016 +8%
RA
618
Rockingstone Advisors
Massachusetts
$3.17M +$233K +4,364 +9%
SAM
619
Secure Asset Management
Michigan
$3.15M +$133K +2,480 +5%
AIA
620
Alera Investment Advisors
Illinois
$3.14M
BC
621
Brio Consultants
California
$3.14M -$113K -2,120 -4%
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
$3.12M +$520K +9,724 +22%
TW
623
TrinityPoint Wealth
Connecticut
$3.11M +$90.6K +1,696 +3%
VA
624
Vident Advisory
Georgia
$3.11M
OFW
625
Omnia Family Wealth
Florida
$3.11M -$40.2K -752 -1%