We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
651
Wimmer Associates 1
California
$387K
CCT
652
Capital City Trust
Florida
$384K -$4.35K -104 -1%
OFG
653
Omega Financial Group
California
$379K +$1.84K +44 +0.5%
TA
654
TFG Advisers
Michigan
$377K -$3.84K -92 -1%
MSS
655
Mitchell Sinkler & Starr
Pennsylvania
$374K -$669K -16,000 -64%
NGA
656
Naples Global Advisors
Florida
$374K +$138K +3,304 +59%
NFG
657
NewFocus Financial Group
Washington
$373K -$19.4K -464 -5%
GWM
658
Greenwich Wealth Management
Connecticut
$372K +$8.36K +200 +2%
DI
659
Diligent Investors
California
$369K
WCWM
660
Willow Creek Wealth Management
California
$367K +$1K +24 +0.3%
BIM
661
Bridgecreek Investment Management
Oklahoma
$366K
RWM
662
Raffa Wealth Management
District of Columbia
$365K +$364K +8,704 New
PWP
663
Principle Wealth Partners
Connecticut
$360K
TIA
664
Traphagen Investment Advisors
New Jersey
$357K
BCM
665
Bienville Capital Management
New York
$357K
SVWAG
666
Sound View Wealth Advisors Group
Georgia
$356K
MG
667
McCutchen Group
Washington
$352K
MWM
668
Mission Wealth Management
California
$352K +$109K +2,616 +45%
SAM
669
Summit Asset Management
Tennessee
$351K
ADL
670
Asset Dedication LLC
California
$351K +$167 +4 +0%
IWMA
671
Ironwood Wealth Management (Arizona)
Arizona
$350K
PCTC
672
Perkins Coie Trust Company
Washington
$349K
RBC
673
Roble Belko & Company
Pennsylvania
$349K +$1.17K +28 +0.3%
GSWM
674
Golden State Wealth Management
California
$346K +$52.7K +1,260 +18%
SCA
675
Snowden Capital Advisors
New York
$343K +$12.5K +300 +4%