We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
651
RW Investment Management
Idaho
$2.8M -$148K -2,776 -5%
MI
652
Moneywise Inc
Virginia
$2.8M -$402K -7,520 -14%
BMCM
653
Bryn Mawr Capital Management
Pennsylvania
$2.79M -$73.1K -1,368 -3%
BOM
654
Bank of Marin
California
$2.79M – – –
CFD
655
Creative Financial Designs
Indiana
$2.78M -$44K -824 -2%
MSFS
656
Main Street Financial Solutions
Pennsylvania
$2.76M -$5.56K -104 -0.2%
FPCP
657
Fort Point Capital Partners
California
$2.75M -$617K -11,552 -20%
BIM
658
Bridges Investment Management
Nebraska
$2.75M -$6.41K -120 -0.3%
RWP
659
Revolve Wealth Partners
New Jersey
$2.73M -$524K -9,808 -17%
GAM
660
GEM Asset Management
Michigan
$2.73M -$142K -2,664 -5%
MFG
661
Magnus Financial Group
New York
$2.72M +$80.8K +1,512 +3%
SW
662
SVB Wealth
Massachusetts
$2.7M -$2.64M -49,336 -52%
GC
663
Gilbert & Cook
Iowa
$2.7M -$210K -3,936 -8%
PWMAG
664
Pinnacle Wealth Management Advisory Group
New Jersey
$2.7M +$387K +7,236 +18%
VCA
665
Verdence Capital Advisors
Maryland
$2.69M +$12K +224 +0.5%
FM
666
Family Management
New York
$2.69M +$334K +6,244 +16%
CI
667
Conning Inc
Connecticut
$2.69M – – –
SPC
668
Sigma Planning Corp
Michigan
$2.66M -$3.41M -63,732 -58%
NAS
669
NWF Advisory Services
California
$2.65M +$87.8K +1,644 +4%
OCM
670
Objective Capital Management
Ohio
$2.64M +$33.3K +624 +1%
TCG
671
Transcendent Capital Group
Oklahoma
$2.63M +$2.42M +45,228 New
IWM
672
IHT Wealth Management
Illinois
$2.63M -$219K -4,108 -8%
WA
673
Wealth Alliance
New York
$2.62M -$72.9K -1,364 -3%
CCB
674
Country Club Bank
Missouri
$2.62M -$72.7K -1,360 -3%
CPC
675
Consolidated Planning Corp
Georgia
$2.62M +$2.19M +40,928 +1,010%
25 26
27
28 29