We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
626
Narus Financial Partners
Utah
$2.45M +$110K +2,100 +5%
CM
627
Columbus Macro
Pennsylvania
$2.45M +$11.5K +220 +0.5%
EFL
628
ERn Financial LLC
Wisconsin
$2.44M -$43.8K -836 -2%
NAS
629
NWF Advisory Services
California
$2.43M
NEAM
630
New England Asset Management
Connecticut
$2.42M
FPCP
631
Fort Point Capital Partners
California
$2.41M +$2M +38,160 +675%
PG
632
Proffitt & Goodson
Tennessee
$2.4M -$7.97K -152 -0.3%
AP
633
Appleton Partners
Massachusetts
$2.39M -$14.9K -284 -0.7%
BFG
634
Beacon Financial Group
Texas
$2.38M -$629 -12 -0%
GFS
635
GYL Financial Synergies
Connecticut
$2.38M
PA
636
PFG Advisors
Arizona
$2.38M -$99.8K -1,904 -4%
Koshinski Asset Management
637
Koshinski Asset Management
Illinois
$2.37M -$824K -15,716 -27%
SFP
638
Sweet Financial Partners
Minnesota
$2.37M
TW
639
TrinityPoint Wealth
Connecticut
$2.37M +$1.05M +19,984 +87%
TI
640
Tidal Investments
Wisconsin
$2.35M -$3.45M -65,804 -61%
BTW
641
Boston Trust Walden
Massachusetts
$2.35M +$31.5K +600 +1%
AIM
642
Anchor Investment Management
South Carolina
$2.34M -$29.6K -564 -1%
CAM
643
Columbia Asset Management
Michigan
$2.34M +$78K +1,488 +4%
DFCM
644
Dark Forest Capital Management
Puerto Rico
$2.33M -$505K -9,640 -19%
WF
645
Welch & Forbes
Massachusetts
$2.33M -$49.1K -936 -2%
CCB
646
Country Club Bank
Missouri
$2.32M -$330K -6,304 -13%
AWAP
647
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.31M +$13.6K +260 +0.6%
SPIO
648
Seven Post Investment Office
California
$2.29M
MWM
649
Modera Wealth Management
New Jersey
$2.28M +$221K +4,212 +11%
AFM
650
Abbot Financial Management
Massachusetts
$2.28M -$11.7K -224 -0.5%